All Investors articles – Page 13
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White papers
How to Invest in Equities When Guidance Disappears
The COVID-19 shutdown has prompted an unprecedented number of US companies to suspend earnings guidance. Equity investors should focus fundamental research on a wider range of outcomes instead of the overly precise game of predicting short-term estimates—especially during a period of heightened uncertainty.
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Mastering the real estate cycle
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
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Navigating the New Normal
Time has simultaneously slowed down, as many of us work from home, and it has sped up. Last month’s “unthinkable” has become this month’s norm. Last week’s downside scenario has become this week’s baseline, and next week’s upside. Real estate investors are “zooming” with each other and saying, well at least we didn’t cause this, did we?
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Size matters: Will COVID-19 lead to a concentration of corporate power?
The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.
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Investing in a post-crisis world
The ongoing crisis has thrown investors’ plans into turmoil. Long-term portfolio return expectations have changed and investors may need to think beyond traditional asset classes to generate the income they need. Hear from Nuveen’s Global Investment Committee on where they are finding opportunities and how best to position portfolios during, and after, the crisis.
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Asset Manager News
GLP Closes US$2.1 Billion China Income Fund I
New and existing investors include seven Chinese institutional investors
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White papers
Podcast: Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.
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Reimagining Handshakes For The Global Recovery
Crisis data is almost always lagging, so investors should focus on the psychology of getting back to normal.
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White papers
Looking Through the Pandemic
Confusion, uncertainty and snap responses to the coronavirus have created an environment that leads to more questions than answers. Because some previous tendencies will likely speed up while others slow down, here are three trends investors should watch in the months ahead.
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White papers
Market Volatility | Closing Bell Insights
On this episode of Closing Bell Insights, Joseph V. Amato, President and Chief Investment Officer of Equities, shares his market update and insights after the closing bell, including potential implications for investors.
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White papers
Are investors too complacent about the coronavirus?
In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.
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White papers
Location, location, location: why Geospatial Data Science matters for investors
We look at how geospatial data science is helping investors find new ways of looking at the world and make better investment decisions.
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White papers
COVID-19: When it comes to pandemics, investors should listen to the real experts
In early February, with financial markets oblivious to medical experts’ warnings about the dangers posed by the coronavirus, Ian Pizer of Aviva Investors’ investment strategy team began to look into the medical research to learn more about the potential outcomes and the implications for the global economy and markets. What he discovered raises questions about financial market participants’ ability to react to issues they don’t fully understand.
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White papers
Asia: Brighter than expected but cloudy in patches
PERE’s recent Asia roundtable highlighted investors’ increased optimism towards the Asia Pacific market and the opportunities that localised stress points may provide.
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White papers
Navigating the Asia Pacific real estate market
Louise Kavanagh, Managing Director, Asia Pacific, sits down with Asset T.V. to discuss the main geopolitical risks currently shaping Asia, how the trade war is affecting investor sentiment in the region and why investors are currently favouring a defensive position.
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White papers
Considering Broad Investment Implications Of Us/Iranian Tensions
Our senior investment leaders share initial thoughts on the potential market implications of Middle East tensions.
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White papers
How Will Technological Disruption Strike Next?
Investors have been scrambling to identify industries about to feel the brunt of all those dynamic forces that have gained momentum since the emergence of the Internet in the late 1990s.
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White papers
Trump Impeachment Is Likely, But Impact On Financial Markets Would Be Short-Lived
Impeachment process: The Democratic Party has announced the opening of an impeachment inquiry against President Donald Trump following revelations that he pushed Ukrainian President Volodymyr Zelenskiy to investigate the son of Democratic opponent Joe Biden. The impeachment process is long and articulated. An 80% probability that Trump will be impeached, followed by acquittal in the Senate, which would keep him in office for the remainder of his term, is our base case scenario.
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White papers
Five reasons why global cities are the ultimate investment super-trend
Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?
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White papers
Ten things every investor needs to know about offshore wind power
As offshore wind approaches cost competitiveness, the potential for growth is huge. What does this mean for investors?