All Investors articles – Page 9
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Asset Manager News
EDF India and Actis announce strategic partnership to develop advanced metering infrastructure in India
New Delhi, 25 February 2025: EDF India today announced a strategic joint venture (JV) with Actis, a leading global investor in sustainable infrastructure. This collaboration aims to operate a dedicated platform company for Advanced Metering Infrastructure Service Provider (AMISP) concessions, reinforcing EDF India’s and Actis’ commitment to investing in the Indian power sector. Under this joint venture, EDF India and Actis will bring together their global expertise in energy solutions and infrastructure investments.
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White papers
Parametric Insurance from an Investor’s Point of View
Parametric insurance is emerging as a transformative risk transfer solution, addressing coverage gaps and inefficiencies inherent in traditional indemnity-based insurance.
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White papers
Equity markets: Nearing a peak or more room to run?
While investors are increasingly concerned about whether markets have peaked, bull markets don’t just die of old age. History suggests that the Fed plays an outsized role in determining market returns based on its monetary policy stance. While today’s macro environment doesn’t resemble previous market peaks, and there remains a path for further market upside, policy uncertainty poses a significant challenge to sustaining bullish sentiment.
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White papers
Move over Milan: property investors set their sights on spruced-up Rome
ROME, Feb 21 (Reuters) - Having made property investments in Milan, Italian architect Giuseppe Pezzano is now looking for a place in Rome to set up a second home and studio, as the Italian capital’s underdeveloped real estate sector draws fresh attention.
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White papers
Private Credit – current dynamics shaping markets
Recent LP discussions reveal concerns about crowding and concentration in private credit, leading to a revaluation of exposure and portfolio metrics. In response, we aim to delve deeper into our diversification approach this quarter.
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White papers
Beneath the surface: market structure considerations for syndicated loans
Assumptions in syndicated loan indexes on reinvestment timing, liquidity, and cash drag can distort returns - key insights to navigate structural inefficiencies.
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White papers
Structural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets. The Association of Southeast Asian Nations (ASEAN) is a unique investment region that primarily offers investors exposure to southeast Asian markets including Singapore, Indonesia, Malaysia, Thailand, Philippines and Vietnam. There are a number of constructive megatrends that are driving ASEAN’s longer-term growth, which we believe are critical to the future of global supply chains—and are shaping attractive growth opportunities.
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White papers
Asia credit market on the recovery path
Key factors driving the Asia credit market’s resurgence and our promising outlook for 2025
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White papers
Keep an eye on your tech stocks
Investors have a decent record in ignoring warning signs. In the wake of any big market sell-off, legions of sages have tended to pop up and lament, after the fact, that “the warning signs were there.” Yet the lead-up to each of these reverses has usually been a period of carefree investor exuberance. In other words, if the signs really were there, very few people were paying attention.
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White papers
A sustainable future for commodity index investing?
A new approach to commodity investing - one that considers environmental and social factors.
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White papers
Finding the balance
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” — Benjamin Graham.
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White papers
Local Currency Bonds: The Next Frontier
Frontier markets are well represented in investors’ allocation to USD markets but not so much in local currencies. This may be changing given growing interest in its strong performance and benchmark providers creating more transparency.
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White papers
The Tariff Man Cometh…and Go-eth?
Are these levies just a negotiating tool, or an unorthodox revenue-raising scheme? The answer could determine how seriously investors should view them.
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White papers
UK commercial real estate recovery
Real rental growth turns positive, but the devil is in the details
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White papers
Evolving diversification: New asset allocation approaches for insurers
An overview of opportunities and challenges that exist for insurers
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Video
An overview of real estate debt at LaSalle
LaSalle is one of Europe’s largest and most established investors in real estate debt, offering a variety of loan types across sectors. Learn more about this dynamic asset class, and LaSalle’s capabilities from Dave White, Head of European Debt Strategies here at LaSalle.
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White papers
Merger Arbitrage: The Stars Could Be Aligning
There’s a shift underway in the mergers and acquisitions (M&A) market. The headwinds of rising rates, price volatility and increased global regulatory scrutiny appear to be fading—and market sentiment is getting brighter.
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White papers
Strong foundations: The case for listed real estate
Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of real assets.
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White papers
Tariffs Are Here: What Does That Mean for Private Equity?
We believe investments in private equity may be less affected by a tougher U.S. tariff regime than the overall economy.