All Investors articles – Page 10
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White papersBridging the Gap: Insurers and Fixed Income
Can insurance investors take advantage of higher yields without crystalizing losses or assuming excessive risk ahead of a turn in the credit cycle?
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White papersWhat is an ELTIF?
The European Long-Term Investment Fund aims to boost and sustain growth in Europe. But what is an ELTIF, and how does it work in practice?
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White papersInstitutional Investor: America’s Top Asset Management Firms
Institutional Investor published their list of America’s top asset management firms, according to the companies owned by them. We are proud to announce that we were ranked within their top 10 list.
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PodcastOuterblue Convictions – Global Investment Views: No time to change course
The turmoil of March may be behind us, but market signals are conflicted about what comes next. A disconnect has appeared as bond markets look to price in a recession in the US, whilst on the equity side earnings expectations still appear overly optimistic. Against this back-drop, investors are wise to keep plotting a cautious course.
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White papersInvestor engagement to tackle corporate lobbying is critical to addressing diet-related diseases
Delivering legislation, regulation and standards that foster sustainable and a more equitable development is central to tackling sustainability issues. One impediment is corporate lobbying designed to mitigate or even thwart effective policy changes. We urge other investors to join us in ramping up engagement with companies on this important topic.
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White papersBroadening Access to Private Assets: Regulatory Wrappers Unwrapped
The number of regulatory wrappers is growing as access to private assets broadens. When presented with different options, there are a number of considerations to keep in mind.
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White papersIs Europe Facing Another Banking Crisis?
Investors in European bank shares have been rattled by recent turmoil in the sector. But many banks are in much better shape than widely perceived, and the sector is subject to much tighter regulation than in the US. Select financial stocks should be able to weather the storm and perform well over time.
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White papersA New ‘Impossible Trilemma’?
Can we lower government debt, sustain positive real rates and finance the transition to a low-carbon economy?
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VideoInsurance-Linked Strategies State of the Market 2023
(4:23) Peter Miller, Senior Vice President on the Insurance-Linked Strategies team, discusses the current dislocation in the Insurance-Linked Securities market and what this could mean for investors.
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White papersSDG Engagement High Yield Credit, Annual Report 2022
In a review of the past 12 months, the investment team offers an in-depth view of engagement highlights, progress on milestones, performance and case studies.
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White papersFallen angels: beyond the downgrade
The dynamics of fallen angels make for compelling risk-adjusted returns but avoiding falling knives is paramount to maximise value for investors. From performance drivers to the supply outlook, we explore how active management can ensure we capitalise on a bond’s fall from investment grade.
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Company contentAB IQ: Analysis that matters for institutional investors
Global markets are presenting unprecedented challenges for investors. Every quarter, we present a compendium of research and insights on the big themes facing pension funds, subadvisors, insurers and consultants around the world.
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White papersHealth equity – Eyeing the greater good, also for investors
Achieving health equity – the state, or goal, of ensuring that everyone has a fair and just opportunity to attain their highest level of health – can deliver benefits for wider society, most notably an increased productive life expectancy.
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White papersWhat motivates investors to choose Real Estate?
Why does real estate appeal to investors? We discuss the diversity of this asset class.
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White papersEmissions trading: the market overlooks UK cap reforms
The commitment to strengthening – and potentially expanding – the UK Emissions Trading Scheme (ETS) is instrumental in achieving the country’s net-zero goals and enhancing opportunities for carbon investors. But the necessity of a robust ETS, confirmed recently in Whitehall’s “Powering up Britain” strategy, has been overlooked amid the media’s focus on the lack of green-industry incentives.
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White papersIncome Generator: Beyond the Inflection Point
Volatility across the banking sector will likely mark an inflection point in policymakers’ current tightening cycle. We lay out five specific themes to help fixed income investors navigate the shifting markets.
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White papersHigh Yield: Charting a Steady Course Through Roiling Seas
Banking stresses added volatility to first-quarter markets already coping with rising rates and recession fears. Still, with corporate fundamentals sound, high yield investors and issuers are more cautious than fearful.
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White papersPrivate Credit: An All-Weather Asset Class
As private-credit markets continue to expand in size, choice and sophistication, we believe they should play an important role in well-diversified investment portfolios.
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White papersEngagement case study: Pfizer
Pfizer, in response to investor feedback, published its “Industry associations – Report on incongruencies” which provides greater transparency into how its public policy positions are aligned with the trade associations of which it is a member.
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White papersEmerging markets debt: Clouds of political uncertainty set to lift
After a positive start to 2023, emerging market debt investors should keep an eye on four key elections this year, which may create further opportunities in the asset class.
