All Investors articles – Page 3
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Podcast
What Tailor-Made Investing Looks Like
With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success.
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Video
The Weather Is Changing for Climate-Focused Investors
As equity investors hunt for opportunities, why should they consider climate-focused investing?
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White papers
Equity Outlook: Three Questions for Investors in 2024
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
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White papers
2024 European logistics market outlook
Clarion Partners believes the European logistics market will remain undiminished in 2024 and could bring attractive opportunities for investors.
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White papers
Reflections on COP28: Opportunities amid Challenges
Investors are warming to opportunities stemming from climate change, and other takeaways from COP28.
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White papers
Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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Podcast
Behind the Scenes of Solving for 2024
As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come.
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Video
Navigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors? In the video above, Peter von Lehe, Neuberger Berman Head of Investment Solutions and Strategy shares his thoughts.
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White papers
Growing green: Cultivating a sustainable future through an ecosystem service valuation
The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.
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White papers
What has driven the stock-market rally – and can it continue?
Equity markets delivered positive returns for four consecutive weeks in November. The S&P 500 index rose about 9% last month, marking its strongest monthly performance since July 2022. There was no obvious reason for this rally, unless a slight miss of 0.1% in the October US Consumer Prices Index (CPI) report counts. But if not, what prompted this surge? In this weekly edition of Simply put, we investigate the forces behind the rally and what this means for its staying power.
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White papers
The future’s bright, the future’s digital
Today’s world is shaped by powerful structural shifts –from shifting demographics to the transition to a low-carbon economy. These mega forces create themes that investors can ill afford to ignore. A case in point is our digital future. The progress of digital technology is astounding – with generative AI just the most eye-catching recent example. But many of these technologies are still in their infancy – and new technologies are emerging all the time.
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White papers
‘The fountain of youth’ – Lindy’s Law and quality growth investing
In 1993, Princeton astrophysicist Richard Gott compiled a list of all the then-current Broadway and off-Broadway shows and noted when each had first opened in New York’s famous theatre district. He then predicted, “how long each show would run, based solely on how long it had been running already”. Ultimately, Gott was proven right – with an accuracy of 95%.
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Podcast
The Liquidity Squeeze in Secondaries
As we continue to navigate the challenged market environment, investors have been exploring what their options are for liquidity in their portfolios. Secondary Private Equity investors in particular have a lot to grapple with: from the undercapitalization of the secondary market to the shifting goals of buyers and sellers in the space. However, could the undercapitalization in the secondary market be a boon to investors, opening up unique opportunities for liquidity providers? Or is all hope lost?
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White papers
ESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Net Zero initiatives are raising standards and market practices by putting investors at the forefront of the transition to Net Zero, encouraging both real-economy carbon reduction and increasing investments in climate solutions.
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White papers
Is Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
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White papers
High-wire act: Is it possible to quell inflation and to avoid a recession?
The US Federal Reserve and the Bank of England both opted to keep rates unchanged in their meetings this week.
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White papers
The recession party: should you stay or should you go?
Is the number up for the global economy? Fiorino looks to early 20th century polymath Frank Ramsey for guidance (and party-planning advice)…
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White papers
Don’t Wait for Goldilocks
Yield curves have steepened and the opportunity cost of waiting for a “Goldilocks moment” to add duration has risen. Learn why diversifying across duration exposures, or “riding the curve” offers a compelling solution.
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White papers
Doing good and doing well: Our approach to sustainable fixed income
What are the core principles of sustainable investing, why does it make sense in this environment, and what kind of companies do we look to invest in? Mitch Reznick, Head of Sustainable Fixed Income, shares the team’s view.
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White papers
Middle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.