Latest Manager Research – Page 10
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Cross Asset Investment Strategy - February 2024
Topic of the Month - Japan equity: top performer in 2023; remains attractive option for 2024
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How to solve the problem of renewable energy intermittency
James Smith, manager of the Premier Miton Global Renewables Trust, highlights six ways the UK’s energy sector could solve the problem of the intermittency of renewable power during the energy transition.
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Japan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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Four things to watch ahead of the US elections
This is the biggest election year in world history. Seventy-six countries — home to roughly 4.4 billion people — will hold political contests in 2024.
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European Bonds: Will Cash Stay King as Rates Reverse?
Investors who stay too long in cash may find they’ve missed out.
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Private Equity Outlook - 2024
“Going into 2024, we believe the record-high dry powder reserves suggest potential for significant PE activity as values slowly recover and conditions improve…”
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Access for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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Private Credit Is Gaining Steam—Where Do We Go From Here?
A vast menu of private credit arrangements now finance nearly every aspect of the real economy.
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A Perspective on Private Equity NAV Loans
Net Asset Value loans have captured popular interest across the Private Equity universe.
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Mag 7’s Asian Silicon Dragon
Taiwan’s significant growth in the technology sector solidifies its role as a key player in many global supply chains.
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CLOs: Quality is Key
While there are potential opportunities across the CLO capital structure, we continue to favor higher-quality tranches.
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Emerging Markets Debt: Cautiously Optimistic
Buoyed by a drop in 10-year Treasury yields, moderating inflation, and an economy that continues to chug along, emerging markets debt has entered 2024 on an upbeat note.
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IG Credit: Finding Value in Less Conventional Places
While spreads have tightened, investment grade credit continues to offer compelling total return potential as well as many idiosyncratic opportunities.
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High Yield: Can the Strength Continue?
Despite risks surrounding the direction of the global economy, high yield bonds and loans continue to offer attractive total return potential for long-term investors willing to look beyond the likelihood of near-term volatility.
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The (Still) Compelling Case for Broadly Syndicated Loans
Even as the rate-hiking cycle looks close to its end, loans look well-positioned for strong performance in the year ahead, due largely to the high contractual income on offer.
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Bond Investment for Tough Times
Martin Horne recently spoke with IPE about his outlook for credit, what we can expect in the new era for fixed income and what sets Barings apart.
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Can the banks deliver for investors in 2024?
Today, with the exception of the US regional banks, fundamentals across the banking sector are the strongest they have been in decades.