Latest Manager Research – Page 69
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White papersPrivate Debt Opportunities in Emerging Markets: Insights for Building Insurance Portfolios
Private debt markets in emerging economies may offer unique opportunities. They can help insurance-industry investors to seek yield enhancement, diversification and less-correlated returns compared to traditional public debt.
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White papersHow to turn Chinese consumption around
What is limiting Chinese spending and what is Beijing doing about it?
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White papersGoing Global in Investment Grade Credit
Investment grade credit yields are attractive even though spreads are tight, and a global approach can add another layer of opportunity.
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White papersMr. Trump Goes to Washington
The new U.S. administration has promised many pro-growth policies, but can those ambitions survive the disruptive measures of its early months?
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White papersRebalancing Act: Rethinking Growth Versus Value
Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Recent gyrations have revealed the potential risk in such positioning, and offered yet more evidence for why we believe it is time to rebalance portfolios by increasing exposure to value.
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White papersThe M&A Resurgence: Finding Opportunities in Fixed Income
After years of limited activity, companies are looking for a chance to accelerate M&A, but the new administration and its policies will likely set the tone for dealmaking.
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White papers360° Fixed Income Report: Is the market pricing in a ‘Trump tantrum’ of its own?
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
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White papersJapan’s economic revival – the first steps of a long-awaited transformation
At the beginning of last year, we sat down and put pen to paper on a thought piece which argued this was Japan’s decade of sustained economic momentum. The events of 2024 certainly strengthened our case.
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White papersSteering through the fog of policy uncertainty
Why a short-term economic soft patch should give way to a strong second half for markets.
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White papersA Unique Window for Real Estate Debt Investors
In this Q&A with Private Debt Investor, Rupert Gill discusses why European real estate debt presents a potentially compelling opportunity today.
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White papersEM Debt: The Benefits of a Blended Approach
The EM debt universe—larger, more diverse, and of higher-quality than generally perceived—offers compelling opportunities today. But given the uncertainties ahead, there are potential benefits to taking a blended approach.
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White papersRun-on vs buy-out? Key considerations for defined benefit pensions
UK defined benefit pension schemes that have found themselves in a surplus since mid-2022 are considering alternative options over the traditional buy-out with insurers. We explore the key factors pension schemes should consider in their decision making process.
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White papersConfronting the risk of a policy-driven recession
U.S. recession risks have risen amid policy shocks, severe tariff proposals, and elevated uncertainty, all weighing on growth and sentiment. While a slowdown appears likely, resilient fundamentals and potential future support measures suggest a 2025 recession is not yet a foregone conclusion.
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White papersBiodiversity: A year in review
A stock take of current environmental trends makes for a litany of waste, mismanagement and unsustainable consumption. Our annual report illustrates explains how investors have both the means and the opportunity to make a difference.
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White papersHousing plus: Why social infrastructure is key to unlocking the benefits of regeneration
In this third article in our series exploring investment and impact in UK real estate, Christopher Santer, Fund Manager, Positive Impact Investment, Real Estate, discusses social infrastructure needs created by new housing developments, with a particular focus on primary healthcare. Specifically, the article covers why these assets are critical to realising the long-term economic and social success of new housing projects – and how they could enhance investor portfolios.
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White papersRethinking the Stock-Bond Correlation
The correlation between stocks and bonds has been a prominent topic of discussion over the past 5 years, particularly due to the resurgence of inflation risks. Many portfolio managers, who had long assumed that the stock-bond correlation was negative, were surprised when this relationship turned strongly positive in the aftermath of the COVID-19 crisis. This article examines the stock-bond correlation from both a theoretical and an empirical perspective.
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White papersMonthly Market Viewpoint – Not so exceptional after all
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7 unwind’ rather than tariffs. Lately, it has been self-reinforced panic selling, which we expect will be reversed. We remain optimistic on the medium-term outlook.
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White papersFebruary CPI report: Not yet in the clear
The February CPI print was lower than expected, with the monthly increase in both headline and core CPI the smallest since late 2024, bringing annual numbers down to 2.8% and 3.1%, respectively. The inflation report will likely deliver a temporary reprieve for markets that have been recently focused on increased stagflation risks.
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White papersNavigating real estate cycles
IREI article on leasing and interest rate cycles and how they may impact real estate opportunities
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White papersNavigating fixed income in 2025: Key trends and insights
Fixed income presents a complex yet promising outlook for institutional investors. Martin Wiethüchter and Sandro Müller, Fixed Income Investment Specialist Group at UBS Asset Management, examine key developments and trends likely to shape the market in 2025 and beyond.
