All Global articles – Page 130
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White papersRisk Factors, Macroeconomic Context And Forecasts - September 2019
Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports. Idiosyncratic risks stories in countries such as Argentina resurfaced, the UK’s parliament was suspended over Brexit chaos and Italy witnessed a political crisis of its own, although a government seems in sight now.
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White papersSpotlight on the circular economy - Targeting sustainable development by ‘closing the loop’
Since the start of the industrial era, linear economic models have dominated the global economy, with resources typically extracted, used and then disposed of as waste.
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White papersHermes SDG Engagement Equity Fund - H1 2019 report
The Hermes SDG Engagement Equity Fund targets investment outperformance and social and environmental impacts that help deliver the Sustainable Development Goals (SDGs). What progress did we achieve through our engagements in the first half of 2019?
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Asset Manager NewsECB Easing and Trade Deescalation Boost Markets
The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.
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White papersFlexible credit: strategies for all seasons
A flexible, all-weather approach to credit investing has risen in popularity during the past decade. In the first instalment of a five-part series, we look at how flexibility has helped credit investors capture income in a low-yield world and manage duration risk. In an uncertain and often volatile environment, we consider what a flexible approach can offer investors at this stage of the macroeconomic cycle, and throughout the next.
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White papersBullish on Tech—Especially Outside the Tech Sector
When thinking about technology, asset managers and asset owners have similar concerns and opportunities—both when investing in it and applying it. We must understand that technology is less about technology stocks and more about the way disruption affects corporate performance. And we must address the implications of technology for our businesses.
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White papersIlliquidity: understanding the premium in fixed-income markets
Years of low interest rates have prompted fixed-income investors to look beyond traditional sources of yield and consider whether illiquid assets can boost returns. But while this illiquidity premium is widely discussed and increasingly sought, it has been inadequately measured and investors lack an understanding of how it operates in different conditions.
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White papersGlobal Investment Views - September 2019
Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports. Idiosyncratic risks stories in countries such as Argentina resurfaced, the UK’s parliament was suspended over Brexit chaos and Italy witnessed a political crisis of its own, although a government seems in sight now.
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White papersPrivate wants, public needs
With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.
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White papersAnnual Impact Report, 2018
In December 2017, we launched the Hermes Impact Opportunities Fund – a high-conviction global equity strategy with a bold objective. It aims to generate long-term outperformance by investing in companies succeeding in their core purpose: to generate value by creating positive and sustainable change that addresses the underserved needs of society and the environment.
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White papersNuveen knows income - Securitized bonds: investment potential in a complex market
We think securitized credit may offer attractive risk-adjusted returns, but this complex market requires experienced, in‑depth analysis
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White papersA 360° view of global real estate
Access the full spectrum of today’s commercial real estate investment opportunities with Principal Real Estate Investors. We provide the reach, research, and returns you need to meet your investment goals.
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White papersRetail disrupted – taking stock of the retail sector
Retail real estate is undergoing a transformation led by the rise of e-commerce. Store closures and bankruptcies are commonplace.
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White papersConsiderations for investing in global real estate
Many investors are familiar with the appeal of holding real estate. With a generally low correlation to other asset classes, it can serve as an instant diversifier in a mixed-asset portfolio. Historically, real estate has delivered strong relative performance across multiple cycles compared to other asset classes, and its characteristic stable income, underpinned by long-term leases, makes it a compelling alternative to traditional fixed-income instruments. Participation in real estate from the investor community is one of the highest among the various alternatives asset classes, and is expected to grow in importance in portfolio allocations moving forward.
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White papersA case for co-living
Seemingly no real estate sector is immune to the influences of the Millennial and Generation Z cohorts. Retail has been upended by the disruption caused by e-commerce, driven by these generations’ aptitude and proclivity towards technology. Logistics networks have moved closer to them, making delivery faster. Traditional office demand has been disrupted by the acceleration of co-working, as more companies embrace greater locational flexibility to appeal to younger workers.
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White papersDistressed Debt: Seeking Opportunity in Choppy Waters
Investors are increasingly looking to distressed debt as the credit cycle matures. But with a competitive landscape and significant growth in private credit and European high yield, this cycle could look different than those of the past. Stuart Mathieson, Head of Barings’ Global Special Situations group, and Bryan High, Co-Portfolio Manager of the strategy, discuss how the macro environment is impacting their outlook, and where they’re seeing opportunities today.
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White papersDo Universal Owners Vote To Curb Negative Corporate Externalities? An Empirical Analysis Of Shareholder Meetings
This paper tests whether very diversified and patient investors, also known as universal owners, tend to vote in favor of shareholder resolutions instructing corporations to reduce or communicate on the negative externalities they produce.
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Asset Manager NewsPATRIZIA invests in booming care home sector amid aging population
The world’s population is growing older, which is creating long-term investment opportunities in care homes. PATRIZIA AG has added a third healthcare fund to its portfolio as it builds up expertise in the sector.
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White papersThree Ways to Manage Liquidity Risk in Bond Markets
Liquidity risk has grabbed headlines recently after several high-profile funds imploded. The hunt is on to find ways to manage liquidity risk and protect portfolios against further setbacks—but not all investors will be up to the task.
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White papersMarket Risk Insights: objective danger in the investment environment
Markets may have reached record peaks earlier this year, but the geopolitical environment is fraught and central-bank oxygen may not prop up asset prices for much longer. We expect more outbursts of pent-up volatility going forward as investors face up to the growing risks in this high-altitude market.
