All Investors articles
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White papersBeneath the surface: market structure considerations for syndicated loans
Assumptions in syndicated loan indexes on reinvestment timing, liquidity, and cash drag can distort returns - key insights to navigate structural inefficiencies.
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White papersPrivate Credit – current dynamics shaping markets
Recent LP discussions reveal concerns about crowding and concentration in private credit, leading to a revaluation of exposure and portfolio metrics. In response, we aim to delve deeper into our diversification approach this quarter.
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White papersStructural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets. The Association of Southeast Asian Nations (ASEAN) is a unique investment region that primarily offers investors exposure to southeast Asian markets including Singapore, Indonesia, Malaysia, Thailand, Philippines and Vietnam. There are a number of constructive megatrends that are driving ASEAN’s longer-term growth, which we believe are critical to the future of global supply chains—and are shaping attractive growth opportunities.
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White papersA sustainable future for commodity index investing?
A new approach to commodity investing - one that considers environmental and social factors.
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White papersFinding the balance
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” — Benjamin Graham.
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White papersLocal Currency Bonds: The Next Frontier
Frontier markets are well represented in investors’ allocation to USD markets but not so much in local currencies. This may be changing given growing interest in its strong performance and benchmark providers creating more transparency.
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White papersThe Tariff Man Cometh…and Go-eth?
Are these levies just a negotiating tool, or an unorthodox revenue-raising scheme? The answer could determine how seriously investors should view them.
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White papersUK commercial real estate recovery
Real rental growth turns positive, but the devil is in the details
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White papersEvolving diversification: New asset allocation approaches for insurers
An overview of opportunities and challenges that exist for insurers
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VideoAn overview of real estate debt at LaSalle
LaSalle is one of Europe’s largest and most established investors in real estate debt, offering a variety of loan types across sectors. Learn more about this dynamic asset class, and LaSalle’s capabilities from Dave White, Head of European Debt Strategies here at LaSalle.
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White papersTariffs Are Here: What Does That Mean for Private Equity?
We believe investments in private equity may be less affected by a tougher U.S. tariff regime than the overall economy.
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White papersThe Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
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White papersEuropean Insurance Regulation in 2025: Investment Implications
We expect a transformation of the insurance regulatory landscape through 2025. Solvency UK reforms and the comprehensive review of the European Union’s (EU) Solvency II regulation offer new perspectives on risk management and capital efficiency. In addition, sustainability frameworks are set to continue developing at a fast pace, requiring insurers to stay abreast of changes to reporting, fund-disclosure and transition-risk requirements. In this article, we survey some of the key developments ahead and note their investment implications.
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White papersNew sheriff in town
Uncertainty surrounding Trump’s fiscal policies could be a Rorschach test for investors.
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White papersTaiwan Semiconductor Manufacturing: Engagement case study
How we engaged with the world’s largest contract manufacturer of semiconductor chips.
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White papersAnticipation to Reality: Credit Markets for European Insurers in 2025
Mapping a way through a year of tight credit spreads and likely regional divergence in policy and growth.
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White papersTRTPM monthly blog – Edition January 2025
Brighter prospects for 2025, though uncertainties abound
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White papersWhen Does the Cutting Cycle Become an Easing Cycle?
Over the past years, the Federal Reserve’s rate-hiking cycle has been unique, marked by looser financial conditions, termed “the hiking cycle that was not a tightening”. Currently, we are witnessing “a cutting cycle that is not an easing“ with financial conditions tightening despite rate cuts, affecting future growth outlooks and posing risks for investors.
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White papersFixed Income: Be Prepared for Policy-Driven Volatility
In the wake of electoral shifts, policy changes could add to market turbulence, creating new risks but also opportunities.
