All Investors articles – Page 6
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White papersInvestment Outlook for the Automotive Industry
We believe that today’s automotive industry—more than at any other time in its history—presents ample opportunities for active managers to uncover value for their investors.
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White papers
Why investors are wrong about the role of the dollar
A new theory about the US dollar is challenging the way economists and markets think about currencies.
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White papers
Why investors need to keep their balance
Investors seeking particular long-term outcomes need to achieve and – just as importantly – retain healthy long-term returns.
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White papers
What the Return of Volatility Means for Investors
Michael Kelly, global head of multi-asset, explores why investors need to be able to navigate changing landscapes.
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White papers
Investment Strategy Insights: A Midyear Revisit of China
Trade frictions and uncertainty over the near-term strength of China’s economy are dominating coverage and markets of late. Is this a replay of 2015?
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White papers
The Top Three Macroeconomic Concerns for Markets
Three factors are a bigger threat to the global economy than trade wars. PineBridge Chief Economist Markus Schomer reveals his list.
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White papers
What Are Markets Overlooking Today From a Macroeconomic Perspective?
Chief economist Markus Schomer is keeping an eye on real central bank policy rates.
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White papers
Investment Strategy Insights: This Time, Things Actually May Be Different In Emerging Markets
Despite higher US rates and a stronger dollar, emerging markets may show surprising resilience. See the many reasons why.
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White papers
What Should Credit Investors Be Worried About?
Rising interest rates are front of mind, but there’s another risk to consider. Global head of high yield John Yovanovic explains.
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White papers
Winners and Losers: The Impact of Rising Oil Prices on Emerging Market Currencies
Given a likely prolonged period of higher oil prices, we evaluated the effects of a 1% rise in the oil price on individual countries.
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White papers
What Is the Capital Market Line, and What Is It Telling Us About Markets Today?
Michael Kelly, global head of multi-asset, on why we’re heading into a period of disruption for asset classes, countries, and industries.
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White papers
What Makes a Company’s Stock Attractive Today?
Anik Sen, Global Head of Equities, on the three things companies will have to do in the next several years to stay competitive.
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White papers
Is the Next Recession Coming Soon?
The global output gap tells us there is still time left. Our global head of multi-asset, Michael Kelly, explains.
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White papers
Fixed Income Asset Allocation Insights: Sustained Opportunity in Emerging Markets Debt
We still believe in the emerging-market debt story in spite of a stronger US dollar and greater geopolitical risk in several countries. Here’s why.
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White papers
Hold the Hysteria Over Asian Credit Markets
The fundamentals of Asian economies, and particularly China, point to continued credit market strength.
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White papers
Where Are We in the Credit Cycle?
Two factors point to midcycle for us. John Yovanovic, global head of high yield, explains.
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White papers
Why Invest in CLO’s?
Floating rates mean CLOs are especially attractive today. Laila Kollmorgen, portfolio manager, explains.
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White papers
Economic growth scenarios and their impact on matching portfolios
NN Investment Partners takes a close look at the consequences of rising interest rates for institutional investors, with a particular focus on their matching portfolios.
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White papers
Pay No Mind to the Yield Curve (It Ain’t What It Used To Be)
Instead of looking to the yield curve to decide whether a recession is around the corner, we believe investors should focus on fundamentals.
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