All Investors articles – Page 3
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White papersTrump Victory: Key implications for investors
Donald Trump is returning to the White House as the 47th President of the United States. The Senate has also swung to the Republicans, gaining 52 seats vs the Democrat’s 42 seats, at the time of writing. The votes for the House of Representatives are still being counted, but if Republicans maintain their current lead, a “red sweep” – control of both chambers – will give them significant leeway for their policy agenda.
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White papersU.S. Commercial Real Estate Investable Universe Study
The goal of this analysis is to provide investors with a benchmark for the size and scale of the U.S. commercial real estate (CRE) market, individual property sectors and the “institutional” quality portion of the market. Up to this point, published estimates on the size of the commercial real estate investable universe primarily focus on country-level global comparisons, taking a top-down approach to estimate the size of the overall commercial real estate market in each region.
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White papersAXA IM US election reaction: what Trump’s win means for markets and investors
At the time of writing (midday on Wednesday, 6 November), former President Donald Trump has won the 2024 US presidential election. In a much quicker than expected result, Trump currently has 279 Electoral College votes versus 223 for his opponent Kamala Harris. Trump has been declared winner in the key swing states of Georgia, North Carolina, Pennsylvania and Wisconsin. This rules out Harris’ path to victory.
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White papersAnalysing greenhouse gas emissions: It’s not as easy as 1-2-3
Finance professionals spend a lot of time analysing companies’ financial accounting. However, as businesses increasingly set targets to reduce their greenhouse gas emissions, extending this level of rigour to emissions accounting is imperative. Here, we consider some of the key challenges.
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White papersAI and its impact on real estate
Artificial intelligence (AI) — what was once a mere buzzword is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and they risk falling behind if they don’t.
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White papersHuman capital: the unsung hero of the company valuation equation
Assessing the value of a company can be challenging. Typically, investors start by looking at its financial standing and records that reflect tangible investments, such as machinery purchases and building maintenance costs, to understand the company’s revenue, debt obligations and other expenses.
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VideoInvestors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
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White papersEconomic nationalism will present a constant challenge for investors
To prepare a presentation on what has changed for long-term investors during the past decade I dug out my notes from 2014. The results were sobering.
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White papersSurge of the Secondaries: Financing Growth in an Undercapitalized Industry
With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.
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PodcastPrivate Debt: The Appeal, The Fears & The Facts
In an ever-evolving financial landscape, Private Debt has emerged as a resilient and adaptable asset class, capturing the interest of investors seeking stability and growth. Despite negative media coverage, what makes this asset class appealing to investors? What are the implications of lower interest rates on Private Debt? And how does it fit into today’s overall investment climate?
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White papersWhat Is the Opposite of Confirmation Bias?
Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.
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White papersThe U.S. Election, the Economy and the Markets
Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
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WebinarThe countdown starts: US election results and market implications
As the US election results begin to unfold, they could have a major impact on markets and the economy.
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White papersMultinational companies can thrive in tough times
A common question investors ask is about the impact of de-globalisation. The risks are clear: rising US-China tensions, conflict in Europe and the Middle East, increasing trade barriers, broken supply chains, a slowing global economy and bouts of volatility in equity markets.
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White papersJapanese property yields: is the only way up?
The unwinding of Japan’s ultra-low interest-rate policy has raised some questions about the impact on real estate. But rental growth may play a bigger role in driving Japanese property yields.
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White papersThe timeless nature of income investing
Capital gains took a precedence during the post-Global Financial Crisis era of ultra-low interest rates and quantitative easing measures implemented by central banks. Now we find ourselves in a very different environment, we believe income investing could be making a comeback. Alex Rolandi speaks with the investment teams to find out why this is important, and how investors can address the income challenge without sacrificing growth.
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White papersGlobal elections: Can investors capitalise on market dislocation opportunities?
Investors track three key variables when it comes to elections to cut through the 24/7 news cycle/ M&G Investments’ breaks down what they are – and why they matter.
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White papersChinese equities: The investment story of the next decade
A more thoughtful and far-reaching set of stimulus measures by the Chinese authorities has nullified some of the negative perception among global investors when it comes to China. David Perrett, Co-Head of Asia Pacific Equities, suggests that the continued caution could be creating some compelling long-term opportunities for stockpickers. He explains why he thinks Chinese equities have the potential to become one of the investment stories of the next decade.
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White papersVikas Pershad: What investing in India over 20 years has taught me
India is a broad and deep opportunity set that’s transforming rapidly – and it also has a demographic dividend, with around 40% of its population under the age of 25. Many can be absorbed into companies rapidly – and employment is an essential component to boost economic growth.
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VideoThe enduring appeal of Significant Risk Transfer looks set to continue
Demonstrating strong recent performance, Significant Risk Transfer (SRT) has been a favoured destination for investors seeking to capitalise on some of the attractive fundamentals offered by the asset class, such as the potential for high cash flows.
