All Risk Management articles – Page 5
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White papers
The Benefits of Greater Concentration
Franklin Mutual Series believes a concentrated portfolio of value stocks with an eye toward diversifying sources of risk can be an important part of a broader investment portfolio.
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White papers
Q&A: Investing amid geopolitical uncertainty
Russia’s invasion of Ukraine has intensified focus on geopolitical risks. However, investing amid geopolitical uncertainty is not new. Seasoned portfolio managers Kirstie Spence and Victor Kohn discuss how they approach geopolitical risk in emerging markets.
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White papers
An Update on Sovereign Fixed Income ESG Scores
In February 2018, Templeton Global Macro (TGM) released its original paper on the topic of environmental, social and governance (ESG) factors in sovereign fixed income investing. The paper (Global Macro Shifts—issue 9 [GMS-9]) explored the team’s novel approach to ESG investing, which does not just measure current ESG levels as a screen, but instead focuses on projected changes in ESG scores that may reveal opportunities for investment as well as emerging risks to avoid.
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People News
Change in the Management Board of PATRIZIA AG
Christoph Glaser becomes new CFO - Karim Bohn leaves amicably after six years in office.
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White papers
The 60/40 Portfolio’s Overdue Overhaul: An evolving emphasis from assets to outcomes
Most investors are aware of why they are investing—for many, it’s to meet the objective of accumulating adequate savings for retirement spending. Yet, portfolios based on 60/40, or other rule-of-thumb allocations (such as target date funds), are focused on the “how” of managing asset volatility as opposed to the “how” of meeting long-term investment goals.
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White papers
Running dry: How water risk can threaten a company’s bottom line
Climate change is forcing investors to evaluate two new types of risk: transition risk, the cost of transitioning to low-carbon operations, and physical risk, the cost of increased drought, floods, severe weather, and a rising sea level. Water stress is one of the most pronounced physical risks from climate change that investors must consider.
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White papers
How to Get the Most From Private Placement Debt
Private Placements can offer fixed income investments with enhanced diversification, risk-adjusted yield and downside mitigation, and as demand grows, we believe investors could benefit from an independent route into the market that is better aligned with their needs.
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White papers
Shifts & Narratives #15 - The Green risk premium and the performance(s) of ESG investing
The question of the green risk premium and ESG performance is on everyone’s lips.
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Video
Introduction to the Neuberger Berman Commodities Fund
In this short video, Hakan Kaya introduces the Neuberger Berman Commodities Fund and gives an overview of the role commodities could play within portfolios.
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White papers
What the Russia-Ukraine Crisis Means for Global Markets
Major geopolitical events invariably have ramifications for financial markets and the ongoing tensions between Russia, Ukraine and NATO have obviously caused concern among investors.
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White papers
The Fog of War Clouds Economic Outlooks
The war in Ukraine continues to dominate market moves, leading to volatility in risk assets, and the safe haven bid is still in focus amid a stronger U.S. dollar and higher precious metal prices. Commodities are soaring, with BBG Commodity Index on track for the biggest gain since 1960.
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White papers
Opportunity in Muni Market Volatility
January was a volatile month for the markets in general, and municipal bonds were not immune. But volatility can lead to opportunity.
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White papers
Quick Thoughts: Defensive on the Curve
With the characteristics of low duration, lower volatility, and higher income versus other fixed income asset classes, we believe a mix of short-term high yield and floating rate debt may provide investors some level of defense in a rising interest-rate environment.
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Podcast
Commercial Real Estate for Insurance Investors
Insurance investors are increasingly turning to real estate debt and equity investments to generate income and to combat the impact of inflation.
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White papers
UK Equities: Where Next?
Despite the pressures on household finances, there are encouraging signs for continued UK economic growth—and attractive market valuations.
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White papers
Equity Convexity and Unconventional Monetary Policy
In this paper, we intend to gain an understanding of the drivers of stock convexity, also known as gamma.
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White papers
China’s debt vulnerability – Defying dire predictions
Despite rising corporate defaults, China’s overall debt dynamics have not deteriorated. Its economic fundamentals appear strong enough to contain a debt-currency crisis.
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White papers
Market Scenarios and Risks - February 2022
We are marginally adjusting the narrative to take into account the recent economic news flow and the impact of the Omicron variant, but are keeping the probabilities of the scenarios unchanged.
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White papers
Macroeconomic Picture - February 2022
In 2022, the US economy will face a progressive deceleration in economic activity, hovering above trend first and eventually converging to potential in 2023. Activity indicators are pointing to a notable deceleration at the end of Q4 and start of Q1 (in part Covid-related), which we expect to be short-lived.
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White papers
Bolstering Asset Allocation Defenses Against COVID-19
The surge of the coronavirus omicron variant has implications not only for broader asset-class allocations but also for macro exposures within asset classes. We believe that modestly capping exposure to certain COVID-19-sensitive assets can enhance risk management.