All Investors articles – Page 10
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PodcastThe Investment Podcast: The mysterious case of the missing distressed deal
As the world tried to make sense of the pandemic, a record number of distressed funds hit the road to raise capital in the expectation of an avalanche of investment opportunities – but this expectation soon failed to meet reality. Riccardo Cumerlato, Biliana Sourlekova and Mustafa van Hien investigate what happened to the missing deal.
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White papers*Investing in Dutch mortgages – As safe as houses*
Dutch mortgage loans have become a cornerstone investment for many institutional investors in recent years. With their attractive risk/return profile and long duration, they can act as an appealing alternative to other high-quality fixed-income products.
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White papersReal estate: Going against the crowd
The pandemic has been a positive catalyst for some sectors, like logistics, but those associated with an agglomeration of people, including retail, hospitality and leisure, have been at the sharp end. This has created a pricing opportunity for investors that are prepared to invest against rather than with the crowd into sectors like hotels, which have suffered as a result of forced closures.
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White papersMarket snapshot: the ‘S-word’ looms into view
As investors grapple with the ongoing fallout from the Ukraine crisis and Covid-19, the risks posed by stagflation are growing.
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PodcastCan Private Assets Provide Shelter From the Storm?
Head of Private Multi-Strategy Investing, John McNichols discusses how private asset portfolios can be constructed to help investors achieve diversification and manage risks from inflation and rising rates to geopolitical conflict.
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White papersCautious, Not Bearish
Investors may want to position for persistent volatility as growth begins to slow, but we still believe earnings growth supports the case for equities.
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White papersAdopt a Gold Standard for Your Sustainable Investments
From escalating climate threats to growing social challenges, the impetus for creating a more sustainable world has become impossible to ignore. But we can’t rely on governments and philanthropy to solve the problems. Investors have an important role to play by supporting private sector efforts to address the issues that will redefine life on earth for decades to come.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle.
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White papersHas Fear of the Fed Peaked?
As investors continue to digest the likely path of this tightening cycle, we think the dramatic moves of recent weeks are set to ease, laying a good foundation for credit investors.
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Asset Manager NewsIFM releases new infrastructure report highlighting key trends for investors
Investment opportunities in renewables and digital infrastructure, and closer partnerships with governments are on the cards for infrastructure investors says a new report released today by pension fund-owned IFM Investors, one of the world’s largest infrastructure investors.
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White papersThe Reckoning
With US economic growth maintaining sufficient momentum and high inflation becoming a political and social issue, Fixed Income Views explores the implications for investors.
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White papersHow challenging is the inflationary picture for fixed income investors?
Over the past 15 years policymakers have faced various waves of crises, beginning with the global financial crash of 2007-08. Until now, authorities could simply focus on supporting the financial system and global growth, however the re-emergence of inflation adds a significant complication for both policymakers and fixed income investors.
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White papersVirtual Worlds, Real Opportunities
Could the metaverse be a revolution in every aspect of our lives, ridiculous hype that will lead nowhere, or the natural progression of a world we’ve been living in for decades?
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White papersThe 60/40 Portfolio’s Overdue Overhaul: An evolving emphasis from assets to outcomes
Most investors are aware of why they are investing—for many, it’s to meet the objective of accumulating adequate savings for retirement spending. Yet, portfolios based on 60/40, or other rule-of-thumb allocations (such as target date funds), are focused on the “how” of managing asset volatility as opposed to the “how” of meeting long-term investment goals.
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White papersThe role of fixed income
Investing in fixed income has lost its appeal for many investors in a world where inflation is overshadowing bond markets, central banks are hiking interest rates and returns look relatively uninspiring. With that in mind, now’s a perfect time to revisit the question: why invest in fixed income?
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PodcastHow to Break the Bias for Women in Finance
Across industries, we are still seeing a prominent gender gap in the corporate world despite the progress that has already been made. As men and women enter the workforce at the start of their careers, there seems to be an equal footing.
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Asset Manager NewsGLP Announces €1.2 billion First Close for EIP III, the Third Vintage of its Flagship Pan-European Income Logistics Fund Series
Fund expected to be expanded beyond initial target size of €1.5 billion+ equity on the back of strong investor demand and robust acquisition pipeline.
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White papersWar in Ukraine: Implications and Considerations for Investors
Our first thoughts on the war are for the people directly impacted by the ongoing destruction. It is foremost an immense humanitarian crisis and a scale of warfare in Europe that many of us did not expect to see in our lifetimes. We hope for an immediate end to the conflict.
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PodcastThe Accidental Plan Sponsor Podcast - S.2 Ep. 1: The Chicago Boys And The Chilean Model
Our tour around the globe starts in South America. Chile has been seen in retirement circles as an early pioneer in reforming their retirement system in the late 1970’s. While studied and admired by many, there are many more layers to the story when viewed from historical and current events.
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White papersPost liftoff investing: Adapting to a hawkish Fed
For more than a decade, investors have enjoyed supportive financial conditions. The Federal Reserve (Fed) has provided clear forward guidance, their balance sheet has expanded, and interest rates have remained low. For businesses, this has been an era of easy money for new projects, expansion, and mergers and acquisitions (M&A). For everyday individuals, rates on mortgages and personal loans have been attractive, boosting home prices and debt levels. All in all, this has driven a long period of steady economic growth and healthy returns.
