All Investors articles – Page 11
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White papers
The 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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Podcast
How 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 News
GLP 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 papers
War 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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Podcast
The 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 papers
Post 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.
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White papers
Signal changes: why finance is warming to AI
Fiorino tracks the AI journey from sci-fi to hi-fi(nance) and where the faux-human tech may take the real financial industry next…
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White papers
Upcoming: Principal Speaker Series – A conversation with Dr. Lawrence H. Summers
Join us as we welcome Dr. Lawrence H. Summers, former U.S. Secretary of the Treasury, immediately following the pivotal March FOMC meeting. Seema Shah, Managing Director, Chief Global Strategist at Principal Global Investors, will host a timely and engaging conversation on the state of the U.S. economy, the Federal Reserve’s response, and how investors can prepare for the volatile period ahead.
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White papers
Senior Floating Rate Loans: A Low-Cost Hedge Against Inflation
Headline CPI inflation in the U.S. came in at 7.5% year-over-year in January 2022, its highest level since the mid-1980s. Before the Russia-Ukraine conflict escalated, market participants held the view that the Federal Reserve was well behind the curve on rate hikes as the yield on the 10-year U.S. Treasury reached a near-term peak of 2.05% on February 15.
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White papers
ETF Observations on Russia
Investors are reminded within the current environment to take a broad perspective across a variety of asset classes and geographies and to weigh short-term developments against longer-term factors.
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White papers
Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s
In recent history, geopolitical crises have tended to be short-lived and after an initial sell-off they provide buying opportunities for investors. It’s tempting to see a similar pattern in the Russia-Ukraine conflict, which would explain why markets have been on a roller-coaster, with a fast recovery expected for any perceived positive development, after the initial negative shock when Russia launched its unexpected large scale invasion of Ukraine on 24 February.
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Research Report
Primonial Reim Germany Convictions
The Research & Strategy Department’s role is to formalize Primonial REIM’s real estate investment strategies, based on continuous monitoring of the European markets. By nature, real estate is at the crossroads of financial (interest rates), economic (tenants), demographic and social factors. This is why a broad analysis is needed, which is also long term and therefore matches the horizon of most real estate investors.
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Video
Credit Pulse: market update – 25 February 2022
In this Credit Pulse, we use analysis from our February Credit Strategy Meeting (CSM) and discuss the challenges we see arising in the markets and how the expectations formed a few months ago are challenged in the present environment.
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White papers
Tackling climate change through outcomes-focused stewardship
With the publication by EOS at Federated Hermes of the 2021 Annual Review of engagement and voting highlights, Dr Hans-Christoph Hirt, head of EOS, reflects on the climate crisis and the challenges it will pose for investors in 2022 and beyond.
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White papers
What are the merits of a public-private equity investment approach?
Combining public and private equity investments in the same portfolio brings investors the best of both worlds.
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White papers
Getting along – Can investors influence geopolitics to improve climate action?
The outcome of the 2021 COP26 climate conference showed that, despite nations planning their own environmental efforts, collective climate action is difficult to foster. What does this mean for investors? Is there any way governments can be swayed into working together more effectively?
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White papers
What’s the outlook for European asset-backed securities in 2022?
European asset-backed securities (ABS) outperformed many other areas of fixed income last year as investors were drawn by their floating rate properties and supportive fundamentals, including a resilient labour market and low arrears in underlying asset pools. But how strong is the outlook for securitisations in 2022?
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Asset Manager News
Bouwinvest raises €836 million in capital, welcomes 10 new clients in 2021
Bouwinvest Real Estate Investors raised €836 million in capital in 2021 and welcomed 10 new clients, including pension fund Notariaat and Centramed.
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White papers
How can investors ensure a “just transition” in climate change fight?
A dollar invested in emerging and frontier markets can do more for the climate emergency than one invested in developed markets, but we must ensure plans are fair to all.
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White papers
The vital role of investors in the carbon transition
Pre-COVID-19, the transition to a low carbon economy was already enjoying several tailwinds. But the onset of the pandemic has fuelled this drive as companies, governments and investors appear to have galvanised their efforts like never before in a bid to tackle climate change.