All Investors articles – Page 9
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White papersHow to Prepare for Market Volatility Before It Strikes Again
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
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White papersMacro insights: Resilient growth buoys markets, but risks elevated
Investors powered a broad rally in risk assets in the second quarter as recession concerns appeared to diminish.
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White papersHigh Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
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White papersGeopolitical shifts and investment implications
Geopolitical risks are here to stay
Russia’s incursion into Ukraine and the great power rivalry between the US and China have catapulted investors into a new reality of constant and increasing geopolitical risks. -
Podcast2023 Fixed Income Midyear Outlook: Riding the Curve
Martijn de Vree, head of Fixed Income Solutions, and George Bory, chief investment strategist for Fixed Income at Allspring, discuss strategies that global fixed income investors can pursue in today’s markets. A more complete discussion can be found in Allspring’s midyear report to investors.
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PodcastFinding the Silver Lining in Commercial Real Estate
As the commercial real estate landscape continues to evolve out of the many crises that hit the sector, namely with COVID and regional banks, investors are evaluating what their next move is within this asset class.
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White papersGP-Led Secondaries: Private Equity’s Most Underserved Market?
Current macroeconomic and capital market conditions appear to be creating attractive investment opportunities for secondary buyers.
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White papersTactics and Strategy
We tend to think about diversifying across asset classes, sectors and regions, but diversifying across investment timeframes can add value, too.
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PodcastMegatrends: Personalized Investing
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
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White papersInvestors size up far-reaching implications of AI boom
Amid concerns about artificial intelligence, the fast-developing technology could also reduce many competitive barriers.
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White papersWill AI Transform the Healthcare Industry for Investors?
Healthcare companies are beginning to explore how artificial intelligence (AI) might unlock efficiencies for patients and medical systems. But to transform science fiction into reality, AI applications in the sector must prove that they can improve business profitability to deliver returns for investors.
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VideoBarings 360° Conference
Barings 360° was designed to challenge conventional wisdom, facilitate thought-provoking conversations, and expand investors’ perspectives on a wide range of asset classes.
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White papersBehavioural Biases Among Retail and Institutional Investors
Decision-makers are often subject to various behavioural biases. Although they may affect both retail investors and professional money managers, behavioural biases are likely to be more severe among retail investors.
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White papersThe ocean – Worthy of investor attention
Our planet is largely blue for a reason – there is an abundance of water. Livelihoods depend on it. The ocean is also crucial for the mitigation of climate change. Maintenance and preservation of the ocean requires investment – not just by coastal authorities and public bodies, but also by private sector parties and even consumers.
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White papersCommercial real estate: The next shoe to drop for the banking sector?
Even before the collapse of Silicon Valley Bank, the outlook for parts of the CRE market appeared dim. Now with lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.
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PodcastCoastal Marinas: Charting a Course for Growth
Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressive platform for owning and operating marinas in Charleston, SC, and how Barings has partnered with them along the way.
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White papersUnderstanding the Breadth of Investment Opportunities in Capital Solutions
Capital solutions constitute an increasingly popular investment category that seeks to provide equity-like returns with less correlated market risk throughout the credit cycle.
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White papersStewardship Report 2022
At Federated Hermes Limited (FHL) we believe the investment industry can be a powerful force in building resilient companies in resilient economies that create wealth sustainably for investors – and that active stewardship is hugely important to achieve this objective. In this, our third Stewardship Report, we describe our continued stewardship work across asset classes during 2022 and the outcomes of these activities.
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PodcastThe Many Facets of Japanese Investing
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors?
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White papersFeeding the world and protecting the planet: A biodiversity and climate challenge for investors
The food industry reaches into every corner of our world. It starts with seed suppliers, fertilisers and tractor producers, continues with farmers and fishing communities, then shifts into processing and manufacturing before ending with retail customers, catering companies and restaurants.
