All Investors articles – Page 8
-
White papers
The Investors Have Left the Building
Is money rushing to exit from non-traded real estate because there is more attractive value in listed real estate?
-
White papers
Lifting the lid on packaging and food waste
In the seventh article in our Insights series on the social and environmental impacts of the global food system, Lisa Lange examines the problem with plastic food packaging, and highlights some positive engagement outcomes.
-
White papers
Fixed income investors are still too optimistic on inflation
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
-
White papers
Key Investment Themes for 2023
2022 saw geopolitics dominate attention, with events in Ukraine unsettling and resetting markets and the global economy. Meanwhile, investors also contended with eye-watering inflation, steep rate hikes and higher volatility across the board.
-
White papers
Equity Market Outlook 1Q 2023: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend. Alas, we believe macroeconomic indicators offer little to cheer about in the first quarter of 2023—and perhaps through the remainder of the year.
-
White papers
Why sustainable fashion could be in style for responsible investors
Fashion is one of the biggest industries in the world, generating around $2.5trn in annual sales but at the same time, it is thought to be responsible for a sizeable 10% of annual global carbon emissions – more than all international flights and maritime shipping combined.
-
White papers
Outlook for Equities: Growth Stocks Are “Coiled Springs”
High inflation and interest rates brought significant pain to growth equities in 2022. Today, their de-rated valuations and resilient earnings fundamentals are presenting an attractive opportunity to patient investors.
-
White papers
Infographic – Investing as the economy enters a new configuration
What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and global economic integration are in turmoil? Check out this infographic for our views on monetary policy, equities and bonds, and sustainability in 2023 – in short, on investing in an age of transformation.
-
White papers
Private assets: routes in for investors
Many investors could benefit from an allocation to private assets, and democratisation means the options for those considering it are expanding. A wealth manager with specialist knowledge of the sector explains.
-
Podcast
Building on Infrastructure Investing
In this episode of Disruptive Forces, Head of Infrastructure Investing, J. Michael McCarthy, joins Anu Rajakumar to share more about how private infrastructure investing came to be, and to demystify the misconceptions of this asset class that actually can provide an intriguing opportunity set to investors today.
-
Podcast
Episode 2 | Stephanie Davis - Rise of the Retail Investor
Stephanie Davis talks about the rise of retail investors, democratization of private markets and how Hamilton Lane is growing investor access
-
White papers
Social impact: Testing a new opportunity for institutional investors
The drive to deliver net zero emissions by 2050 has hogged the responsible investment headlines. Institutional investors interested in environmental, social and governance (ESG) factors have rightly seen climate as a huge priority and there was a risk this might create ‘carbon tunnel vision’, relegating other concerns to the sidelines. Happily, things are changing.
-
White papers
Investing at a Crossroads: Three Themes for Today’s New Challenges
As 40-year tailwinds turn to headwinds, we distill an era of sometimes bewildering change into three themes and a new investment playbook.
-
Podcast
Disruptive Forces in Investing Podcast: Investing at a Crossroads
As many of the tailwinds of the past 40 years turn to headwinds, what could be the new long-term investment playbook?
-
White papers
The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
-
White papers
The impact of credit risk for pension plans engaging with CDI
Cashflow-driven investing (CDI) has gained significant traction in recent years as pension plans have successfully de-risked and strengthened their balance sheets over the last decade. Increasing numbers of plans are able to allocate significant proportions (potentially all of their assets) to fixed income like assets so that cashflow income closely matches expected liability payment, thus providing a simpler hedge and reducing the complexity of portfolios. Investment products, strategies and asset classes have developed to facilitate this approach.
-
White papers
Goodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
-
Video
How investors can do some salt-of-the-earth good
In our latest video insight, we hear from Walter Jehne, co-founder of Regenerate Earth, as he explains why the planet is in desperate need of resurgence over the next decade and why the financial industry will prove to be significant in driving this forward.
-
White papers
Why companies need a just transition plan
Moving to a low-carbon economy will have a profound impact on society. How can companies ensure they align with the Paris Agreement without disadvantaging certain segments of the workforce? Velika Talyarkhan and Sarah Swartz examine the case for a just transition.
-
White papers
The Circular: Edition 2, 2022 | Keeping you in the sustainability loop
Diversity is an essential ingredient of both investment and life but, sadly, the Earth’s living asset base narrows by the day. Can investors help keep the diversified planetary portfolio alive? The Circular goes back to nature looking for uncorrelated solutions…