All Investors articles – Page 5
-
White papersA new path forward for China-US trade
How the latest tariff retrenchment affects the Chinese economy and equity markets
-
White papersNew Playbook: Institutional investors reevaluate their asset investments
IREI article: How are US allocations to real estate shifting relative to other assets?
-
White papersInvestor stewardship priorities for India
India can appear attractive to investors, based on its strong growth opportunities and market breadth. However, certain governance challenges still present potential pitfalls for the unwary. By Sonya Likhtman, Navishka Pandit and Ross Teverson.
-
White papersA bunker for the trade war
Equity market neutral strategies offer potential for shelter amid volatility.
-
White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
-
White papersHazelview Investments Secures One of the Largest CMHC Loans to Deliver 856 Purpose-Built Rental Homes in Toronto’s West End
Hazelview Investments has secured one of the largest CMHC-insured loans ever issued under the MLI Select program. The funding will advance the development of 856 new purpose-built rental homes in one of Toronto’s most ambitious and community-oriented master-planned sites, located at the intersection of Bloor St. West and Dufferin Ave. Financing for this construction loan was provided by First National Financial LP.
-
White papersIn volatile equity markets, low vol index strategies have shone
Global low volatility indexes have significantly outperformed the market so far in 2025. Boriana Iordanova looks at whether there could still be more upside potential.
-
White papersFuture-Proofing and Holistic Sustainability: Driving Value Creation in Real Estate
The real estate industry faces a dual challenge: the escalating urgency of climate change and the imperative to deliver long-term value. Investors, regulators, and tenants are demanding concrete action, presenting both a challenge and an opportunity for real estate owners and managers.
-
White papersPreserving central bank credibility: Addressing threats to the Fed’s independence
Rising geopolitical tensions and inflation are testing investor confidence in 2025, challenging central bank independence and market stability. U.S. Treasurys remain a key safe haven, but their dominance is increasingly under scrutiny amid global uncertainty.
-
White papersEuro Credit management: what are the keys to success in volatile periods?
Donald Trump’s arrival in office brings uncertainty and volatility. His return to power and the standoff he intends to create with the United States’ major trading partners will heavily influence market sentiment in 2025.
-
White papersWhy short duration bonds may offer attractive opportunities in 2025
There has been an increase in appetite for short duration bonds over the last three years. Short duration can be utilised to meet a range of investor outcomes. We expect short duration to offer more opportunities than further up the curve in 2025.
-
-
White papersTariff Impacts and Infrastructure Debt’s Resilience
Infrastructure debt provides investors with access to a defensive asset class with lower correlation to economic cycles than general corporate debt given the essential nature of infrastructure assets. Nevertheless, tariffs will have both direct and indirect effects on certain infrastructure investments. Economic infrastructure assets and projects under construction, where there is exposure to supply chain issues or increased costs, will feel the greatest effect of tariffs. Defensive assets such as contracted-power generation, regulated transmission and utility assets, and availability-based public private partnerships will largely be unaffected by the additional tariffs.
-
White papersHow understanding sentiment can help improve investment outcomes
Investor sentiment is an important factor when assessing the fundamental value of a stock. Analysing the sentiment of company management in an earnings call can give us valuable insights into the confidence and direction of corporate strategy.
-
White papersThe curious case of rising US Treasury yields
A number of factors are likely prompting the move.
-
-
White papersSI Brochure – Taking action!
Join us on our journey through sustainable investing in real assets
-
White papersTreasury market turmoil: How might the Fed react?
The US Treasury market has come under pressure after President Donald Trump’s sweeping tariff announcements triggered a widespread sell-off in bonds. As policy decisions with deep financial implications are rapidly made and reversed, it is understandable that holders of US assets might feel a sense of unease.
-
-
White papersBeyond traditional fixed income: Diversifying into specialty finance
Investors are seeking to diversify their fixed income and credit exposure. Of the options available, structured finance has emerged as a compelling choice as a complementary allocation. Learn how it can help diversify and enhance returns within portfolios.
