All Investors articles – Page 2
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White papersUnderstanding Event Driven Investing
Lumyna takes an in-depth look at Event Driven investing, including a Q&A with the Ramius Merger Arbitrage Portfolio Manager, Ethan Johnson
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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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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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African Capital Markets: Challenges and Opportunities
This brief by CFA Institute Research Foundation and the African Securities Exchanges Association (ASEA), explores the economic and investment landscape in 10 markets across Africa: South Africa, Namibia, Botswana, Zimbabwe, Mauritius, East Africa, Nigeria, Ghana, Egypt and Morocco. The research is a compendium of articles by local contributors, examining the challenges and opportunities for investors. Each country’s piece will tell you a story that you didn’t entirely anticipate, from origin to modern day and the many ambitions for the future.
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Blog | New futures tools help retail investors address US small-cap equity market volatility
New data from CME Group, Cboe and global index provider FTSE Russell shows a broader set of retail investors utilizing futures products to address US small-cap equity market volatility.
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Special Report: Horizons 2020
Investors face a formidable set of challenges in 2020. These include some that are already widely flagged and others that are insufficiently appreciated. Understanding these pitfalls is central to assessing investment prospects. It helps investors manage risk and sometimes, where these are overestimated, it can aid the pursuit of opportunities.
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How EM investors can succeed in a dovish monetary backdrop
Central bank support should not shift investor focus away from fundamentals.
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Prospects for Global Potential Growth: The Next Decade
The slowing in global growth during the past two years frames a key question for investors: How is global potential growth likely to perform in the years ahead, say for example, over the next decade?
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Solvency II 2020 Review: the potential impacts on the management of assets by insurance companies
Natixis Investment Managers
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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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Homebuilders as a Case Study in Late-Cycle High Yield
For some high-yield investors, the U.S. homebuilding sector may represent a crossroads for the higher-rated portions of the market. Yet, as concerns about an economic slowdown mount, investors may be facing a highly-cyclical sector that generally appears fully valued and possibly on the precipice of weakening economic conditions.
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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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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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The Potential Implications of Investing in Coal-Heavy Utilities
Several factors—including evolving regulations, shifting dynamics across commodity markets, declining costs of renewable electrical generation, and mounting environmental concerns—continue to affect the economics of coal-fueled electrical generation.
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Capturing the Opportunity of Constraints
Fixed income markets contain a high proportion of investors whose goal of identifying the most attractive relative value is subverted by jurisdictional or self-imposed rules, regulations, and constraints, or is superseded by other non-economic objectives, such as accounting conventions. This, in turn, creates opportunities for total return, multi-sector fixed income investors willing to consider broad investment guidelines and greater degrees of portfolio management freedom.
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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?
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Investors Can Hold US Companies Accountable to Roundtable Pledges
Leading US CEOs recently pledged to redefine the role of the corporation in society. But will they make good on their promises? Responsible investors need a clear way to evaluate whether a company is really making progress by doing good for both society and investors.
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Do Universal Owners Vote To Curb Negative Corporate Externalities? An Empirical Analysis Of Shareholder Meetings
This paper tests whether very diversified and patient investors, also known as universal owners, tend to vote in favor of shareholder resolutions instructing corporations to reduce or communicate on the negative externalities they produce.
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Amplified: Reflections on the 2019 voting season
Climate change, AI ethics and data governance, and the US opioid epidemic were among investors’ biggest concerns during the 2019 voting season, with a number of significant shareholder resolutions. We spoke at several shareholder meetings as part of our engagement with companies.
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2019 midyear outlook - Expect a tougher climb
Trade and other geopolitical issues are heating up. Economic growth is looking more uncertain and market volatility rising. Expect a tougher climb in 2019.
