Latest Manager Research – Page 466
-
White papers
Is now the right time to de-risk?
The authors explain why companies with well-funded plans should take bold steps to de-risk now.
-
White papers
Now Trending: A Lower Risk Future
Records are breaking in the UK and the pension risk transfer market is more flexible and more global than ever.
-
White papers
A Lower Risk Future: Developments in the Pension Risk Transfer Market
The international pension risk transfer marketplace is experiencing remarkable growth, with more than $240 billion in transactions completed since 2007. In the United Kingdom, United States and Canada, hundreds of companies have transferred pension risk to insurers and reinsurers, with at least 35 pension funds executing transactions over $1 billion.
-
White papersNot all active managers are created equal: what to look for and why
This paper challenges the notion that active fund management – in aggregate and after fees – is a negative sum game. Indeed, the reward for selecting exceptional managers who deliver net outperformance can be a significant uncorrelated source of investment return.
-
White papers
What QE in Europe Means for Real Estate Investors
Roughly three months after the Fed announced that its third and final quantitative easing (QE) program was complete, the European Central Bank (ECB) finally announced that it was starting its first QE program.
-
White papers
Asia Pacific Outlook: June 2015
Over 2015 and 2016, economic growth of the Asia Pacific region is forecast to hold steady at 5.5% per annum, continuing to outperform the rest of the world by a large margin.
-
White papers
Success on a Plate: Growth in casual dining feeds the UK leisure sector
A notable feature of the retail landscape in recent years has been the growing prominence of certain leisure occupiers, notably casual dining chains.
-
White papers
Investing in bonds in today's market environment
Interview with Guillaume Rigeade and Eliezer Ben Zimra, Fund managers, EdR Bond Allocation
-
White papers
Mezzanine Debt – Does it Make Sense Today?
Advancing into the seventh year of an extended and bumpy economic recovery, amidst global uncertainty on the direction and pace of growth, questions naturally arise about the relative attractiveness of alternative real estate investment strategies.
-
White papers
European Real Estate: Into the Upturn
The eurozone economy has finally turned the corner following a protracted recession which began with the global financial crisis, but was then exacerbated by the sovereign debt crisis in southern Europe.
-
White papers
Deka: Reducing the Risks in Equity Investment
The challenge for many institutional investors is how to maintain exposure to the promising returns that equities offer over the long term despite limited risk budgets and renewed market volatility. The focus has shifted away from outperforming benchmarks in bull markets and towards achieving a comfortable return by controlling absolute ...
-
White papers
Edmond de Rothschild: The Challenge Of Delivering Returns In A Low Yield Environment
In today’s durably low interest rate environment, generating attractive returns from the bond markets remains a key challenge for investors. A number of fixed income sectors do offer opportunities, but bond picking is still fundamental.
-
White papers
Edmond de Rothschild: Emerging markets returning centre stage
Interview Thomas Gerhardt - Head of Global Emerging Markets and Commodities
-
White papers
Metzler: Diversifying alpha with alternative beta
Finding alternative sources of returns that are uncorrelated to equity and bond markets is a key objective for institutional investors seeking to construct robust portfolios of investments.
-
White papers
Deka: Investing in Infrastructure through a Loan Portfolio
For the majority of institutional investors, it is especially interesting to use debt instruments to gain exposure to infrastructure. However, evaluating and selecting the corresponding infrastructure loans is complex and requires an experienced partner.
-
White papers
Exploiting recovery opportunities in Southern Europe
THE PERIPHERAL EUROPE INVESTMENT CASE At Generali Investments Europe S.p.A. SGR we believe that peripheral Europe will lead the upturn of the European economies. Southern European markets are having so far a remarkable beginning of the year - especially true for the Italian and Portuguese indices.
-
White papers
An attractive way of gaining exposure to equity markets while limiting risk
Edmond de Rothschild Asset Management offers clients an Equity Low Vol solution. What needs does it address?
-
White papers
From hero to zero and beyond: The investment implications of negative yields
Negative yields are seldom mentioned in economic and finance textbooks. But now that the central banks of Denmark, the eurozone, Sweden and Switzerland have set official rates below zero, investors are having to grapple with negative yields for short-dated, and indeed, some longer-maturity fixed income instruments.
