Latest Manager Research – Page 13
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White papersQuarterly fixed income perspectives 1Q 2024: A turning point for policy
Themes, outlook, and investment implications across global fixed income markets
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White papersLife Sciences beyond borders
High interest rates, cooling venture capital and an oversupplied market – will the UK follow the path of the US Life Sciences real estate market
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White papersA favourable starting point for Emerging Market debt?
A favourable global growth picture and potential interest rate cuts could be advantageous for emerging market bonds in 2024. However, given significant uncertainty and the potential for election-related volatility, we believe a selective approach is crucial in identifying attractive opportunities.
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White papersBonds are Back - Where to Look, What to Do in 2024
From a risk/reward perspective fixed income is probably the most attractive asset class this year. What makes sense to invest in now? What should you hold off on?
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White papersFixed Income Roadmap 2024
Given current yield levels, slowing growth, and continued disinflation, fixed income moves into the limelight, offering attractive prospects for investors. Our fixed income game plan visualises just where investors should be looking now.
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White papersConsider This: Indian elections 2024
India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies.
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White papersIncome strips for insurers: A natural fit?
With many UK defined-benefit pension schemes considering de-risking options in the wake of higher interest rates, their appetite for private assets, such as Income Strips, has reduced thus leaving potential opportunities for other institutional investors.
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White papersAre Healthcare Stocks a Risky Prescription in a US Election Year?
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
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White papersWhy Asia Matters
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
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White papersChina Numbers that Count
Andy Rothman reviews data points that offer insights into the coming quarters.
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White papersDiscover Growth
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
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White papersEmerging Japan
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
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White papersInvestors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papersInflation and Consumer Sentiment
U.S. consumer sentiment has defied predictions of excess savings running dry, but do hotter inflation data pose a risk?
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White papers2024 Macro Outlook
Resilient growth and falling rates make for an encouraging Macro Outlook. Our latest Macro Outlook provides a credible and encouraging basis for investing in real assets in 2024 and beyond.
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White papersStrategic Asset Allocation: Balancing Art and Science
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Ruth Farrugia, Global Head of Insurance Asset Management at MIM, to discuss strategic asset management for Insurance Companies.
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White papersCommercial Real Estate: The Lure of Late-Cycle Lending
Investors who paint commercial real estate with a broad brush may be missing out, particularly at this point in the cycle.
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White papersEuropean Sovereign Debt: Is the Periphery a Problem?
Sovereign debt levels soared during the pandemic, and countries at the eurozone’s periphery may look high risk. But appearances can be deceptive.
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White papersInspiring innovation: private equity’s role in developing environmental technology
Increased global commitment to climate goals presents an attractive opportunity for investors, especially in private markets.
