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Reinventing InvestingSubscription

Wed, 19 Jun 2019

For four decades, State Street Global Advisors has believed that investing responsibly enables economic prosperity and social progress. Our clients are the world’s governments, institutions and financial advisors — and together we partner to solve some of the world’s most pressing investment challenges.

Generali Real Estate completes the full refurbishment of ‘The Corner’ in Milan

Generali Real Estate completes the full refurbishment of ‘The Corner’ in MilanSubscription

Mon, 17 Jun 2019Updated: Tue, 18 Jun 2019

Property of Fondo Mascagni and managed by Generali Real Estate SpA Società di gestione del risparmio (GRE SGR), the building was entirely redesigned and refurbished. It will host the headquarters of several primary companies such as Versace and FC Internazionale

Up 9.5 per cent: size of investable hotel market reaches new record level

Up 9.5 per cent: size of investable hotel market reaches new record levelSubscription

Tue, 11 Jun 2019Updated: Fri, 21 Jun 2019

New build activity and rising asset values are driving growth Improved performance particularly in the upscale hotel segment   Continued high investment demand with tight supply   Seven per cent of hotel rooms changed hands in 2018

Amplified: There’s more than one side to any investment story

Amplified: There’s more than one side to any investment storySubscription

Fri, 7 Jun 2019

We are now in the tail end of the second quarter of an already eventful year, with investors facing a range of stark choices.

Asset Allocation Update - MAY 2019

Asset Allocation Update - MAY 2019Subscription

Thu, 30 May 2019

Cash flows and discount rates have moved in opposite directions over the past six months, and discount rate moves have triumphed. Take the year so far. Equity cash flows, proxied by earnings growth expectations1, have weakened across each major equity bloc or region, shifting horizontally to the left in Figure 1. Yet stock market returns have risen – moving up vertically – apparently shrugging off the weaker cash flow picture.

All Asset manager news - all assets

Monthly Market Monitor - July 2019

Monthly Market Monitor - July 2019Subscription

Mon, 22 Jul 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class through clear and impactful charts. 

What’s on tap for the “Goldilocks” US equity market in the second half?

Blog | What’s on tap for the “Goldilocks” US equity market in the second half?

Fri, 19 Jul 2019Updated: Mon, 22 Jul 2019

As we enter the second half of 2019, Goldilocks continues to walk a tightrope as US investors balance the potential benefits of Fed easing with continued weak global leading economic indicators, lingering trade jitters and elevated valuations, says Alec Young, FTSE Russell managing director of global markets research.

Glass half full or half empty? Easing-cycle optimism outweighs macro worries

Blog | Glass half full or half empty? Easing-cycle optimism outweighs macro worries

Fri, 19 Jul 2019Updated: Mon, 22 Jul 2019

Equity markets have been rallying on the decisively dovish turn in Federal Reserve and European Central Bank positioning and optimism about the macro rewards such stimulus may bring. But, as highlighted in our latest overview of current macro conditions, we note a persistent mismatch between market expectations and incoming economic signals. 

Back to basics: a contrarian look at cyclicals in credit markets

Back to basics: a contrarian look at cyclicals in credit marketsSubscription

Tue, 16 Jul 2019

The US bull run is the country’s longest on record. But we are in the latter stage of the global macroeconomic cycle and warning lights are flashing. We remain focused on corporate fundamentals, asking which high-quality cyclicals could successfully weather a slowdown.

Are the Eurozone and ECB turning Japanese…?

Are the Eurozone and ECB turning Japanese…?

Tue, 16 Jul 2019Updated: Thu, 18 Jul 2019

ECB President Draghi recently stated his concerns about the slowdown in the Eurozone economy and noted that the ECB still has plenty of scope to expand its QE asset purchase program (Sintra, Portugal, June 19) if required.

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IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2548

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 300-400m.
    Closing date: 2019-07-30.

  • QN-2549

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 300-700m.
    Closing date: 2019-07-30.

  • QN-2550

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2551

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2552

    Asset class: Fixed Income, High Yield (Active).
    Asset region: High Yield (US).
    Size: CHF 500-600m.
    Closing date: 2019-07-29.

  • QN-2553

    Asset class: Fixed Income, High Yield (Passive or Passive Enhanced).
    Asset region: High Yield (US).
    Size: CHF 500-1'100m.
    Closing date: 2019-07-29.

  • QN-2554

    Asset class: Global Real Estate (Equity, unlisted Funds).
    Asset region: World (ex-Switzerland).
    Size: CHF 200 mn (potential for further growth).
    Closing date: 2019-08-07.

  • QN-2556

    Asset class: FX Hedging.
    Asset region: Global.
    Size: Mandate size of CHF 1.5 bn.
    Closing date: 2019-08-09.

  • QN-2557

    Asset class: All/large Cap Equities.
    Asset region: China A-shares.
    Size: Unit linked platform (0m USD in initial investment).
    Closing date: 2019-08-01.

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