All Investors articles – Page 10
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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.
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White papersBroadening the Path to Low-Carbon Investing
A Diversified Approach to Climate-Focused Equities
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White papersWhy Asia Matters
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
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White papersInvestors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papersA year to savour the certainty of coupons (over the guesswork of earnings)
2023 was a year plagued by geopolitical uncertainty and stubborn inflation, fuelling a series of rate hikes and rate market volatility. Markets witnessed a dramatic pivot in Q4, however, which renewed optimism and repaired lacklustre total returns for fixed income. This year, investors are yearning for more certainty.
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White papersInstitutional investors’ approaches to responsible investing
In this paper, we aim to understand institutional investors’ approach to responsible investing, which has become an important consideration in many investors’ portfolio management decisions. We conduct in-depth qualitative interviews with more than twenty institutional investors – mostly consisting of pension plans and central banks –, and complement our insights with relevant findings from academic literature.
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White papersEuropean Bonds: Will Cash Stay King as Rates Reverse?
Investors who stay too long in cash may find they’ve missed out.
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White papersAccess for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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White papersCan the banks deliver for investors in 2024?
Today, with the exception of the US regional banks, fundamentals across the banking sector are the strongest they have been in decades.
