All Investors articles – Page 25
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White papersUS exceptionalism: Can the world’s largest economy keep delivering for investors?
On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
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White papersWhy Asia Now
Very simply, a compelling case can be made for having an Asian real estate allocation in global investor portfolios.
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White papersThe Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
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White papersMapping global elections and what this means for investors
It’s a defining 12 months for the world we live in today and wake up to tomorrow as billions of people across more than 50 countries head to the polls in 2024, although not all national elections will be free and fair. Romil Patel looks at some of the key votes from the world’s oldest to its largest democracies, as well as emerging markets – and what this means for investors.
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White papersDoes corruption perception matter to investors?
It’s not lost on any investor that nearly half the world’s population is set to participate in elections this year, with a select few anticipated to significantly alter a country’s trajectory. With this in mind, we ask, do corruption perception trends matter to investors?
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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 papersCapitalizing on the growing European direct lending market
Private Credit, a nascent and rising asset class for wealth portfolios but one that is close to ubiquitous amongst institutional investors, can offer stable, high yielding returns and reduced volatility compared to traditional fixed income, says Michael Massarano, Partner and Deputy CIO at Arcmont Asset Management, an investment-affiliate of Nuveen.
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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 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 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.
