Latest Manager Research – Page 470
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White papers
The Free Lunch Effect: The Value of Decoupling Diversification and Risk
In this piece, we will discuss why thinking about diversification and risk independently may help investors to build more efficient portfolios. In particular, we introduce a way to think about the diversification potential of portfolios, or the Free Lunch Effect.
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Investment market update: Europe retail & shopping centre - H1 2014
Europe is now emerging from the economic crisis and main economic indicators (GDP, retail sales and consumer spending) are now forecast to return to positive territory over the next five years.
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European property investors switch strategy
The latest investment climate study by Union Investment reveals that more and more European property investors are also beginning to implement their core plus strategies in response to high prices and the improved market outlook.
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European nursing homes 2014: consolidation in progress
Globally in Europe, population will increase by more than 2% in the next 20 years. Important disparities will differently impact the national context.
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The race for yields – Yield conversion in a low growth environment
The economies of the various eurozone countries are still moving in different directions, with the recovery being mainly driven by the Austrian, Belgium and German economies and the re-emergence of the Spanish economy out of recession.
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Aviva Investors - Market Edge August 2014: Recovery continues despite stalling economy
Despite the weak economic recovery, investors’ confidence has improved, says Chris Urwin at Aviva Investors.
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Aviva Investors - Market Edge August 2014: UK real estate: cycle quickens
Real estate to deliver promising returns but fnding value is more diffcult, says Chris Urwin at Aviva.
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Europe Fair Value: Q2 2014
The DTZ European Fair Value Index™ rose marginally in Q2 to 76 from the Q1 published figure of 74, meaning that European property has become slightly more attractive to investors.
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Investment market update: Europe Q2 2014
European commercial real estate investment in Q2 2014 increased by 4% to EUR36.6bn compared to Q1 and 24% up on Q2 2013. During first half of the year EUR72bn has been invested in European property, which is well above 2005 levels.
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White papers
Metzler: How can investors participate in a trend before it has ended?
Few people today would still insist that financial markets are efficient. Financial markets are driven by ideas and ideas do not flow instantaneously across markets.
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Edmond de Rothschild: Seizing opportunities on Europe’s convertible bond market
What is driving the European convertible market?
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White papers
Balancing growth, diversification, downside risk and liquidity
Investors today face a conundrum: how should they pursue future capital growth while maintaining diversification and seeking to limit downside risk, given current market valuations?
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Improving portfolio efficiency with multi-asset absolute return strategies
Most institutional investors are searching for strategies to improve risk-adjusted returns (Sharpe ratio) without sacrificing return.
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Edmond de Rothschild: Infrastructure debt - fresh opportunities
Funding European infrastructure with senior debt: helping institutional investors earn high returns with privileged access to a long-term investment
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U.S. REIT PREFERREDS – Equity-like Returns with Fixed Income-like Risk
In a world where yield is scarce, generating enough income to meet future liabilities is a challenging endeavor
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White papers
Senior secured loans: an attractive addition to fixed income portfolios
Senior secured leveraged loans have received a lot of attention lately due to the record inflows in loan mutual funds, the creation of loan ETFs (Exchange Traded Funds) and the newly resurgent CLO (Collateralized Loan Obligation) market.
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White papers
The case for multi-sector credit
With current yields low, the prospects for total returns from core fixed income appear subdued in the near term, and investors are seeking ways to achieve greater returns from their bond allocations.
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White papers
Edmond de Rothschild: Investing in bonds in today’s market environment
What will drive bond markets in 2014?
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Edmond de Rothschild: Capitalise on the financial bond market through an opportunistic investment approach
What opportunities does subordinated debt offer today?
