All Commentary articles – Page 66
-
White papersPartnering is key to regulatory compliance in 2023
After a period of international coordination following the financial crisis, regulators are once again defining their own agendas and increasing the diversity of rules across markets. According to David Petiteville, Director of Regulatory Solutions, Product, partnering with financial industry stakeholders will be key to preparing for market changes and new rules this year.
-
White papersInstitutional Ownership and the Resolution of Financial Distress
We analyze the distressed firm’s decision between Chapter 11 and an exchange offer. We construct a comprehensive data set on the financial characteristics and capital structure of 269 distressed firms, which, unlike previous studies, uses quarterly information and includes exhaustive data on equity and bond ownership by institutional investors.
-
White papersWhy the next economic recovery may be stronger than expected
Three questions have weighed on investors’ minds for months: Will there be a recession? How bad will it be? And what comes next?
-
White papersHas artificial intelligence reached a commercial tipping point?
Publicity around ChatGPT has sparked fresh speculation around the promise and peril of artificial intelligence.
-
VideoCoastal Marinas: Partnering for Growth
Learn how Barings’ Capital Solutions team creatively structured a financing package to support the growth of Coastal Marinas, a dominant player in the owning and operating of marinas in the Charleston, SC market.
-
White papersBig Tech turnaround: Can it continue?
Big Tech is making a comeback. Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia among them — are leading a nascent recovery this year.
-
VideoWhat is a BDC?
In this short video, we break down the basics of BDCs, including what they are and the potential benefits of investing in the asset class.
-
White papersFalling inflation brightens US outlook
US inflation came in slightly weaker than forecast in April, supporting hopes that the Federal Reserve’s aggressive monetary tightening is finally bringing price rises under control.
-
White papersGlobal Investment Views - June 2023
”The disconnect within the growth and inflation mix and the market hope for the Fed to quickly turn to an easing stance call for a prudent stance on risky assets and further favours bonds and cash.”
-
White papersMaersk case study
As Climate Action 100+ co-lead, we have engaged with Maersk on its response to climate change. Since 2016, this has covered areas such as science-based emissions reduction targets, lobbying alignment and sustainability disclosures.
-
White papersMeet the Manager: Sandy Pei
In this latest manager profile, we spoke with Sandy Pei, Portfolio Manager for the Asia ex-Japan and China Equity strategies, to learn more about her career beginnings, the team’s value-conscious approach to investing, and why she likens fund management to treasure hunting.
-
White papersCollapse frequency: deposits, liquidity, and the new bank-body problem
A rash of US banking collapses has raised fears of system-wide deposit emissions. Fiorino quantifies the issue…
-
White papers4 takeaways from the IPE Real Estate Global Conference 2023 in Milan
No sooner had had the carnival that is MIPIM left the sunny shores of Cannes than bags were packed again for the INREV Annual Conference in Copenhagen in April and just last week, the IPE Real Estate Global Conference and Awards 2023 in Milan.
-
White papersInvesting in listed infrastructure
Investors looking for alternative sources of capital appreciation or income should consider listed infrastructure.
-
White papersPrivate Markets in Volatile Times
Recent market turbulence provides yet another example of how private equity managers have improved their ability to weather volatile conditions.
-
White papersClimate change and cities: adapting real estate investment decisions
Blending physical risk modelling with social, financial and regulatory information will be the difference between prepared real estate investors, and those failing to adapt to climate threats.
-
PodcastThe Many Facets of Japanese Investing
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors?
-
VideoOutlook for credit sectors
Portfolio manager Damien McCann explains where he sees value across four primary credit sectors.
-
People NewsHines Strengthens Japan Team with New Senior Appointments
Kiyohito Motoyama, Saiko Ishii, and Ryo Shiino take on newly created roles in Logistics and Industrial, Asset Management, and Compliance, Respectively
-
PodcastPATRIZIA Real Insights Editor’s Picks #2: Why 2023 is the year of value creation
As the world pivots from crisis to crisis - or enters a state of permacrisis as some describe it - what does this change mean for real estate investors?
