All Investors articles
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White papers
Back to basics: why the time is right for a return to multi-asset
The key characteristic that draws investors to a multi-asset portfolio is diversification. Diversification – sometimes referred to as the only free lunch in finance – embeds the idea that if a portfolio holds various asset classes, each with their own return drivers, the outcome is a smoother return profile. In other words, protection on the downside while still participating in the upside market moves.
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White papers
Investing in an Interconnected World: Cross-Industry Linkages
Capturing companies’ relationships and interconnections across industries in the course of the investment process can help identify new opportunities and limit portfolio risks.
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White papers
European Industrials: A Hotbed of Growth for Equity Investors
Today’s industrial business models offer surprising sources of consistent earnings growth.
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White papers
2024 Best Ideas: Rethinking Resiliency and Risk
Our 2024 Best Ideas offers investors a look at where we see opportunity, while our case studies show how we help our clients overcome obstacles.
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Video
10 Minute Masterclass—Global Infrastructure Debt
Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.
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White papers
Why Almanac Prefers Real Estate Platforms
In this interview Wouter Klijn from i3 (Australian institutional publication) speaks with Matthew Kaplan and Justin J. Hakimian. They discuss how when investing in real estate, you can’t take people and their motivations out of the equation.
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White papers
The Structural Trends, Whoever Wins
Positioning for geopolitical shocks or election results is difficult, but we think the resulting structural trends are easier to identify and prepare for.
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White papers
US exceptionalism: Can the world’s largest economy keep delivering for investors?
On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
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White papers
Irish banks: a classic turnaround tale… and opportunity
In April, with little fanfare, AIB (Allied Irish Bank) became the first Irish bank to issue a 10-year dollar senior benchmark bond.It was popular with investors: the bank borrowed $1 billion with orders of $7 billion. It was priced at 160bps over Treasuries – a similar level at which we would expect the larger UK and French banks to issue. This confirms that Irish banks are back to their rightful place in the eyes of credit investors.
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White papers
The Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
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White papers
Deep waves: The demographic wave—the tide is going out
For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters. Find out more from Franklin Templeton Institute’s Kim Catechis.
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White papers
Mapping global elections and what this means for investors
It’s a defining 12 months for the world we live in today and wake up to tomorrow as billions of people across more than 50 countries head to the polls in 2024, although not all national elections will be free and fair. Romil Patel looks at some of the key votes from the world’s oldest to its largest democracies, as well as emerging markets – and what this means for investors.
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White papers
Does corruption perception matter to investors?
It’s not lost on any investor that nearly half the world’s population is set to participate in elections this year, with a select few anticipated to significantly alter a country’s trajectory. With this in mind, we ask, do corruption perception trends matter to investors?
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White papers
Strong Tailwinds Keep Infrastructure Debt on Course
In this Q&A, Pieter Welman discusses what makes infrastructure debt attractive for investors, how the role of private credit in infrastructure is developing, and where he sees opportunities across the market.
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White papers
A Major Change in the Markets
Investors are now focused on growth more than inflation—what might that mean for portfolios?
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White papers
Fixed income investors have the power to engage
The idea that the only way to influence companies is by voting at shareholder meetings has long passed – fixed income investors are in a unique position to drive change. Bruno Bamberger, Senior Solutions Strategist and Monique Carter, Fixed Income Solutions Expert, explain how investors can use their fixed income portfolio as a basis for creating positive change.
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White papers
As tech shapes the future of flight, here’s how investors can get on board
The airline industry is taking flight once again. Between 2004 and 2019, flights increased steadily, rising from 23.8 million to 38.9 million annual global flights. Although flights dropped to 16.9 million during the pandemic, these levels could double by the end of 2023.
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White papers
From climate pledge to portfolio: key net-zero policies
In the race to meet the emissions reduction targets set by the Paris Agreement, governments around the world are enforcing policies to decarbonise their economies. This poses a key transitional risk for investors, given the potential impact on industry and business operations. Meanwhile, investors face pressure from financial regulators to provide more information about their portfolio exposures to carbon.
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White papers
The ABCs of Semiconductor Investing
Strategic shifts, global investments and the rise of AI mark a new era of growth and opportunity within the semiconductor sector.
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Video
Investment Views: What to expect at MIPIM
We are a week away from MIPIM - one of the leading real estate events in the calendar, which will be attended by many PATRIZIA delegates. What questions will be on the lips of attending investors?