Latest Manager Research – Page 186
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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 papersAllspring Climate Transition Fixed Income Strategies
As the world transitions towards net-zero emissions, Allspring’s clients increasingly want to decarbonise their assets. We explain how our climate transition strategies enable this.
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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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White papersNet Zero investing and its impact on a 60-40 allocation
Global warming and the Net Zero transition have far-reaching implications for investors. In particular, embracing a Net Zero path will impact investors’ asset allocation in two ways.
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White papersESG Viewpoint: what makes supply chain due diligence effective?
Working conditions in supply chains remains a challenging issue that spans virtually all sectors and geographies.
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White papersLooking beyond traditional LDI instruments as de-risking gathers steam
In 2022, we saw one of the most unprecedented movements in global financial markets in modern history. A combination of global geopolitical problems and supply-demand imbalances of goods and services due to the pandemic left the Federal Reserve (Fed) with no option but to try and slam the inflationary brake by hiking short-term interest rates to stop the economy from overheating.
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White papersLondon remains top of the European Thematic Cities Index for the third time in a row
The Swiss Life Asset Managers’ European Thematic Cities Index helps real estate investors make smart decisions on where to invest. The index indicates which European cities are the most well equipped to handle structural transformation in five key areas. Amsterdam has broken into the upper echelons for the first time, followed by Zurich in third place.
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White papersAsia Pacific real estate market update
China’s reopening and the perception that interest rates are near their peak have brightened economic prospects in APAC.
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White papersUnder Pressure
In this interview with AM Best, Ken Griffin discusses how the rise in interest rates has impacted insurers, and what the accounting and capital implications of this environment are.
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White papersThe power of innovation – From niche to norm
Top 10 interview with Joe Azelby on private markets
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White papersCan a weakening US dollar catalyse an emerging market decade?
A weakening US dollar has historically created a positive backdrop for emerging market equities, with the two asset classes inversely correlated, and a sharp decline in the dollar over recent months has led many to claim its decade-long bull run may be coming to an end.
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White papersInflation Quarterly Monitor
In March, the UK Debt Management Office (DMO) announced its borrowing remit for fiscal year 23/24, alongside the Office for Budget Responsibility’s updated forecasts for gross financing. A small downward revision of £3.3 billion was made to the remit in April, resulting in less short and long dated conventional gilts being raised via auctions but no change to inflation-linked gilts.
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White papersUEFA Champions League (UCL) Alphas
Our Systematic Edge team, which has used its quantitative approach to make Super Bowl Champion predictions for over 20 years, has now taken on soccer, too, to predict who will win home club soccer’s most coveted trophy.
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White papersIndian assets are poised for growth in investors’ portfolios
Investors’ attention should be turning to India, which has overtaken China as the world’s most populous country. The country has a lot more going for it than just demographics. We expect GDP growth will average 5.2% per year over the next decade, compared with 3.7% for emerging economies, and a modest 1% for developed markets.
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White papersData centres: is real estate at the heart of the AI race
What will artificial intelligence mean for real estate? Read more about the implications and opportunities.
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White papersCarbon capture and storage: Feasible, effective and investible?
In March 2023 the Intergovernmental Panel on Climate Change (IPCC) said there are “multiple, feasible and effective options to reduce greenhouse gas emissions, and they are available now”. Niranjan Sirdeshpande, Head of Catalyst at M&G Investments, looks at investing in one of the newest options: carbon capture and storage.
