All Investors articles – Page 14
-
White papersRecord US Index Concentration Adds Hazards for Investors
US growth companies led the second-quarter rebound, fueled by the five largest technology and new media stocks, which now comprise more than a third of the Russell 1000 Growth Index (R1000G). Investors should be alert to the risks of high benchmark concentration.
-
White papersOur preparations for the reform of LIBOR
LIBOR will continue giving way to replacement rates ahead of its retirement by the end of 2021. We will soon be familiar with SONIA in the UK, ESTR in Europe and SOFR in the US. Work continues across M&G and the industry to ensure as smooth a transition as possible to the new rates. This bank of Frequently Asked Questions aims to assist understanding of what’s happening, why it’s happening and how we expect it might affect investments.
-
White papersThe New ‘Fusion’
As the physical and digital worlds merge, companies, investors and society will need to adapt.
-
White papersCoronavirus: Latest outlook for real estate investors
Nuveen Real Estate’s market-leading global research team is working daily to understand and assess the impact of the coronavirus on real estate markets and provide regular global, regional and sector perspectives.
-
White papersHow 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.
-
White papersMastering 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.
-
White papersNavigating 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?
-
White papersSize 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.
-
White papersInvesting 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.
-
Asset Manager NewsGLP Closes US$2.1 Billion China Income Fund I
New and existing investors include seven Chinese institutional investors
-
White papersPodcast: 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.
-
White papersReimagining Handshakes For The Global Recovery
Crisis data is almost always lagging, so investors should focus on the psychology of getting back to normal.
-
White papersLooking 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.
-
White papersMarket 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.
-
White papersAre 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.
-
White papersLocation, 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.
-
White papersCOVID-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.
-
White papersAsia: 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.
-
White papersNavigating 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.
-
White papersConsidering Broad Investment Implications Of Us/Iranian Tensions
Our senior investment leaders share initial thoughts on the potential market implications of Middle East tensions.
