Latest Manager Research – Page 6
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Opportunities in preferred and capital securities remain attractive
Main takeaways: the Federal Reserve (Fed) should be done raising rates; the U.S. Treasury market term premium should persist; discounted fixed-to-refixed hybrids foster an advantage of indifference to the direction of longer-term treasury rates; and relative values are attractive.
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Are We There Yet?
As the holiday travel season draws to a close, a simple question that can trigger even the most patient of parents everywhere, resonates as well with property investors across the country — “Are we there yet?”
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Quarterly fixed income perspectives 1Q 2024: A turning point for policy
Themes, outlook, and investment implications across global fixed income markets
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Life 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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A 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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Bonds 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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Fixed 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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Consider 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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Income 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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Are 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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Why 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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China Numbers that Count
Andy Rothman reviews data points that offer insights into the coming quarters.
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Discover 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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Emerging 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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Investors 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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Inflation 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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2024 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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Strategic 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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Commercial 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.