Latest Manager Research – Page 295
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White papersCommercial Aviation Market Improving, Recovery Time is Uncertain
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover.
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White papersWhy farmland now?
Amidst unprecedented market volatility, Westchester Group Investment Management, an investment specialist of Nuveen, explains why they believe farmland is a durable and consistent investment.
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White papersMaturing renewable energy markets offer an incremental opportunity set
Historically, the typical risk profile of renewable energy investments has been determined to a high degree of regulation, intended to eliminate price risk through fixed feed-in tariff systems and volume risk through embedded priority to dispatch mechanisms. Together with the subsidy-like character of tariffs, this has been a major driver in the tremendous development of the European renewable energy investment market over the last 20 years. It moved renewable energy investments away from its niche presence within the infrastructure space and into the focus of the broader investment community as a stand-alone asset allocation.
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White papersThe EU Green Deal: shaping infrastructure impact investing
Generali Global Infrastructure (GGI) Managing Partner Gilles Lengaigne and Senior Advisor Stéphane Voisin, discuss how the EU Green Deal is consolidating GGI’s impact investment strategy and, more broadly, the historic opportunity for infrastructure investors to engage in outcome-based investment approaches.
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White papersExploiting credit opportunities through a long/short approach
Simon Thorp, CIO at Aperture Investors UK, Ltd, part of the Generali Investments multi-boutique platform. Simon, with over 30 years of experience in fixed income markets, was previously CIO at KKR Credit.
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White papersBrexit in the Coronavirus Era
Reaching a mutually beneficial Brexit deal has so far been beyond the reach of UK and European Union (EU) negotiators. Now that COVID-19 has struck, can they avoid a damaging split?
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White papersEmerging market debt: guiding beliefs for today’s market
With some countries lifting coronavirus lockdown periods, our emerging market debt team looks at the temporary factors affecting the asset class and reviews some key features investors should consider for the long-term. Bottom-up analysis, a benchmark agnostic approach and diversification might not sound like new ideas, but the current context underlines their importance even more.
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White papersGlobal Convertible Securities: A Strategic Choice For Lower-Volatility Equity Participation
An environment of unprecedented uncertainty has heightened the need for risk-managed investment solutions. Because of their structural features, convertible securities can address a range of strategic investment needs, providing lower-volatility equity market participation or serving as an enhancement to a fixed income portfolio.
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White papersEquity markets: All set for a jumpy summer?
Global equities continued to make gains in June, but less so than in April and May, and more chaotically. Investors remain concerned about a second wave of the COVID-19 pandemic. And although hard economic data has begun to point to a recovery, the recession has remained horribly deep.
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White papersProtecting biodiversity through sustainable land use
The global pandemic has highlighted the causal links between biodiversity loss and climate change, and the emergence of infectious diseases. In the third article in our pandemic series, Sonya Likhtman explores how deforestation and industrialised agriculture contribute to biodiversity loss, and why companies must ensure sustainable land use throughout their value chains.
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White papersA Positive Tipping Point for Some Brazilian Banks?
Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel explains why certain Brazilian banks could emerge from the outbreak stronger relative to a new pack of financial technology competitors.
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White papersJune Macro Dashboard
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover. Nevertheless, the COVID-19 pandemic will reshape the industry for years to come.
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White papersAmundi ‘Super’ ManCo open for business in Ireland
In May 2020, Amundi, the leading European asset manager, ranking among the top 10 global players1, announced that the Central Bank of Ireland (CBI) has authorised Amundi Ireland as a ‘Super’ Management Company allowing it to launch Irish domiciled UCITS and AIF’s for the first time in its 20-year history in the country.
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White papersHedge Fund Strategy Outlook Q3 2020
In our view, we continue to believe pricing dislocations between companies, industries, regions and asset classes due to the impact of COVID-19 and corresponding price adjustments offer abundant opportunities for select hedged strategies. The length and depth of both the economic supply-and-demand curve adjustments are key to the richness and tenor of the opportunities.
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White papersUnlocking REIT Potential Amid COVID-19
Investors remain cautious after seeing the severe impact to the lodging and retail sectors. But there’s much more to real estate and overlooking the full picture could mean missing out on the true potential.
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White papersLeveraged loan investment and ESG in light of Covid-19
In its all-encompassing impact, Covid-19 must raise regard for all stakeholders. Can the private equity playbook be unaffected in the post-Covid era? Equally, with momentum building behind other societal challenges, like climate change, how can the private corporate world be encouraged to move forward?
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White papersThe CX factor
Amid the coronavirus lockdown, asset managers are finding new ways to communicate with their clients remotely. The industry has much to learn from tech and e-commerce companies that deliver top-class client experience from a distance.
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White papersInvestment Research - Comparing Previous Downturns
This short paper expands upon content first published in PGIM Real Estate’s 2020 Global Outlook report: Real Estate During a Crisis.
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White papersGlobal Equities case study: how Zoetis is advancing animal health
Our Global Equity ESG strategy aims to invest in companies with a combination of time-tested fundamental and environmental, social and governance (ESG) characteristics that are attractively priced. This is well-illustrated through our exposure to current holding Zoetis.
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White papersMidyear outlook: risk, recovery and new market realities
Investment Market update from the local region.
