Latest Manager Research – Page 457
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White papersThe end of the beginning: The global economy picks up momentum in 2017
November 1942. Winston Churchill addressed the British House of Commons on the occasion of the first Allied victory to date over Hitler’s armies in all of World War II. General Montgomery had defeated Rommel’s seemingly unstoppable armored Panzers at the battle of El Alamein.
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White papersGlobal Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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White papersThe Big Deal About Big Data
In the present day, we are creating more data than ever before and at an exponential rate. This information can be used for purposes that were unprecedented when data was first collected. Enhancements to technology and computing power have been critical in making sense of the data that is available globally. The growth in distributed databases, where data is stored via a centralised database across several platforms instead of a single platform, allows for highly-scalable parallel processing of vast amounts of data. This can decrease processing time by several orders of magnitude for many applications.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papersESG Investing and Portfolio Integration
Interest in environmental, social, and governance (ESG) factors is expanding at a rapid pace among institutional and retail investors around the world.
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White papersU.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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White papersEconomic and Property Market Overview: Q3 2016
Four months have passed since the referendum result, during which time we have seen a number of new developments, including a change in government, a succession of upbeat data on the domestic economy and quick monetary stimulus action by policymakers (an extension of its asset purchasing programme and a 25bps cut in the base rate) which has softened the adverse post-Brexit effects that were assumed by many economists.
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White papersOn China: Observations on the effervescent residential market
A recent headline in the Chinese local media raised eyebrows with regards to the frothy nature of China’s housing market, when a prominent local developer priced its latest residential product launch in an upscale district of Shanghai at an astronomical RMB 300,000 per square meter (approximately USD 4,200 per square feet).
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White papers
UK real estate market commentary: September 2016
While third quarter data for GDP has not yet been published, retail sales and other indicators suggest that the economy has continued to grow since the EU referendum.
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White papers
Continental European real estate market commentary: September 2016
The eurozone economy has grown steadily by 1.5% p.a. since mid-2013 and we expect it to maintain that progress through 2017-2018. We do not think that Brexit will de-rail the recovery. While the boost from falling oil prices will fade, most countries look set to benefit from a virtuous circle of rising employment and higher consumer spending.
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White papersFarmland offers distinct opportunity among real assets
Institutional investors have increased expo- sure to real assets over the last several years as the low return, low inflation backdrop has fuelled demand for alternative investments as a source of income. While most of the interest and flows have gone towards property and infrastructure investments, farmland investments have so far been underrepresented in institutional portfolios despite boasting equally, if not more, appealing characteristics.
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White papersGenerating income: Multi-Asset as a solution
Following the 2008 financial crisis, the asset management industry in Europe was characterised by a big increase in assets under management labelled as “Multi-Assets”. 2015 was again a “bumper” year in terms of net sales for these strategies with an annual increase of 22.8% in total net assets across Europe. Multi-Asset strategies have become relevant in most European countries and we believe that this trend is here to stay.
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White papersCan institutional scale rental accommodation help solve the housing crisis?
Behind the political headlines dominated by Brexit developments, there has been a key shift with another highly contentious topic – housing.
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White papersStill lucky?
Macro and sectoral rebalancing taking place supporting real estate fundamentals in Australia
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White papersHour of truth comes for the flexible funds industry
Since the outbreak of the Great Financial Crisis, flexible multi-asset funds have caught investors’ attention, causing assets to pour into the segment’s blockbusters. There is no need to go over the catalysts in detail; they have been well discussed enough: traditional benchmarks did not protect investors from deep losses.
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White papersRecent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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White papersInvestment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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White papersREIT move
The decoupling of REITS from financials in global equity indices could lead to increased demand for listed real estate securities, says Paul van de Vaart.
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White papersClimate change and real estate investment 2016
Against the backdrop of the recent historic Paris climate deal, this paper revisits the topic of climate change and real estate.
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White papersTaxable U.S. municipal bonds make sense for non-U.S. investors
As global investors continue to face falling, low, and negative interest rates, the need for alternative investments to enhance portfolio returns and performance has heightened.
