All Investors articles – Page 10
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Video10 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 papersWhy 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 papersThe 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 papersUS 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 papersWhy Asia Now
Very simply, a compelling case can be made for having an Asian real estate allocation in global investor portfolios.
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White papersIrish 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 papersThe 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 papersMapping 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 papersDoes 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 papersStrong 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 papersA 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 papersFixed 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 papersAs 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 papersFrom 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 papersThe 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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White papersThe Long Good Buy: Successfully Redeploying In Today’s Market
The heart of the buy-hold-sell decision is recognizing there are two real estate market cycles that interact with each other.
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VideoInvestment 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?
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White papersBlue bonds: A growing resource for sustainability financing
Issuance of sustainable debt has exploded over the past 10 years as investors seek investment returns by allocating capital toward sustainability efforts. This trend is likely to continue as climate change‐related challenges become increasingly frequent and disruptive, and several governments have responded by deploying increasing amounts of capital to sustainable projects.
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White papersInvestors prep for June rate cuts
Stronger-than-expected US data this year has led markets to reprice rate expectations, with the first full cut from the ECB and the Fed now forecast for June 2024.
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White papersEarnings Remain Key in a Confusing Macro Picture
Macro uncertainty is high, but the earnings season has been solid—and not only in the U.S.
