All Investors articles

  • Investors vote with their feet
    Video

    Investors vote with their feet

    2024-10-25T15:00:00Z By Federated Hermes

    Prepare for volatility leading up to the election before a year-end rally.

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    White papers

    Surge of the Secondaries: Financing Growth in an Undercapitalized Industry

    2024-10-24T13:33:00Z By Barings

    With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.

  • Private Debt- The Appeal, The Fears & The Facts
    Podcast

    Private Debt: The Appeal, The Fears & The Facts

    2024-10-24T10:50:00Z By Neuberger Berman

    In an ever-evolving financial landscape, Private Debt has emerged as a resilient and adaptable asset class, capturing the interest of investors seeking stability and growth. Despite negative media coverage, what makes this asset class appealing to investors? What are the implications of lower interest rates on Private Debt? And how does it fit into today’s overall investment climate?

  • What Is the Opposite of Confirmation Bias?
    White papers

    What Is the Opposite of Confirmation Bias?

    2024-10-24T10:25:00Z By Neuberger Berman

    Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.

  • The U.S. Election, the Economy and the Markets
    White papers

    The U.S. Election, the Economy and the Markets

    2024-10-24T10:00:00Z By Neuberger Berman

    Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?

  • The countdown starts- US election results and market implications
    Webinar

    The countdown starts: US election results and market implications

    2024-10-22T17:11:00Z By Amundi

    As the US election results begin to unfold, they could have a major impact on markets and the economy.

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    Video

    The enduring appeal of Significant Risk Transfer looks set to continue

    2024-10-11T16:04:00Z By M&G Investments

    Demonstrating strong recent performance, Significant Risk Transfer (SRT) has been a favoured destination for investors seeking to capitalise on some of the attractive fundamentals offered by the asset class, such as the potential for high cash flows.

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    Webinar

    Modi 3.0: A New Dawn for Indian Equities?

    2024-10-09T16:29:00Z By Matthews

    India’s Prime Minister Narendra Modi’s first two terms saw significant growth in Indian equities, driven by bold economic reforms and a pro-business stance, and attracting both domestic and international investors alike. As we look ahead, the question arises: Can a third term, marked by a weakened PM reliant on a coalition government, build on this performance?

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    White papers

    Not all net zero pathways are created equal

    2024-10-08T12:27:00Z By UBS Asset Management

    Improving real estate’s sustainability profile is pivotal to addressing climate change, as the sector contributes some 40% of global greenhouse gas emissions. But improving this sustainability profile isn’t just a ‘save the world’ exercise. For building owners and associated stakeholders it is also vital to establish the necessary long-term action plans towards net zero to protect income streams and value and manage costs.

  • us-elections-connect-podcast-hero-new
    Podcast

    Connecting the Dots: US elections – what are investors watching?

    2024-10-04T09:20:00Z By M&G Investments

    In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces. 

  • do-elections-really-matter-to-investors-hero
    White papers

    Do elections really matter to investors?

    2024-10-03T09:04:00Z By M&G Investments

    Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.

  • Capitalizing on the Opportunity in Portfolio Finance
    Video

    Capitalizing on the Opportunity in Portfolio Finance

    2024-09-30T11:30:00Z By Barings

    With direct origination capabilities, a proven track record, and an offering of differentiated solutions, our dedicated team has the ability to provide investors access to a unique and rapidly growing private investment grade asset class.

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    White papers

    China’s policy measures: a pivotal week?

    2024-09-27T14:49:00Z By Principal Asset Management

    China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. Comprehensive monetary policy easing, targeted at supporting the beleaguered real estate market and boosting Chinese equities, has now been rounded out by an impactful pledge to support fiscal spending and stabilize the troubled property sector.

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    White papers

    Boeing bonds bound to bounce back?

    2024-09-27T14:27:00Z By Columbia Threadneedle Investments

    Boeing is an iconic name. It enjoys high levels of political support in the government of its single largest customer, the United States. It produces the president-carrying Air Force One, makes the ubiquitous commercial airliners, influences space exploration, produces military equipment and maintains significant nuclear capabilities for the US. This relationship is a substantial pillar of support for the credit.

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    White papers

    Spectrum Q3 2024: Marvellous medicine

    2024-09-25T15:58:00Z By Federated Hermes

    Second only to AI for its ability to generate investor hype, the biotech sector offers opportunity and risk in equal measure. Read our latest Spectrum report to learn why our portfolio managers believe the investment case for life sciences is more than skin-deep.

  • The shifting landscape within direct lending
    White papers

    The shifting landscape within direct lending

    2024-09-24T11:02:00Z By M&G Investments

    The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.

  • Prime opps in DL_1208x604_thumbnail
    White papers

    Prime opportunities within direct lending

    2024-09-23T09:46:00Z By M&G Investments

    Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.

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    Podcast

    Demystifying Capital Solutions Strategies

    2024-09-20T16:30:00Z By Barings

    Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns.

  • apac-private-credit-hero
    Video

    APAC Private Credit

    2024-09-20T15:13:00Z By Barings

    We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.

  • sdg-engagement-equity-report-h124-banner-image
    White papers

    SDG Engagement Equity, H1 2024 report

    2024-09-18T14:48:00Z By Federated Hermes

    As responsible investors, it’s important that all the sustainability claims we make are credible and we focus on the issues that matter. The same should be expected of our investee companies. In this report we provide colour on the ongoing engagement dialogues we have been having with our holdings.