All Strategies articles
-
White papersMacroeconomics, Geopolitics, and Strategy - October 2024
If only LatAm’s fiscal policy could mimic its prudent monetary policy stance
-
White papersAmplified Volatility Leads to Muted Bets
To get through the current environment, we think it is important not to chase the markets, but to let them come to you.
-
White papersRisk Factor, Risk Premium and Black-Litterman Model
Risk factor models are now widely used by fund managers to construct portfolios and assess both return and risk based on the behaviour of common risk factors to which the portfolios are exposed. However, fund managers often have subjective views on these risk factors that they may wish to incorporate into their asset allocation strategies.
-
White papersAllocation Views: Holding safe harbor
Fed rate cuts are supporting risk assets, but high equity valuations and near-term uncertainty may be reasons for caution. Franklin Templeton Investment Solutions explores what this means for investors in its latest Allocation Views.
-
White papersDo elections really matter to investors?
Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.
-
White papersGlobal Risk Report: Resilient Investing Amid Geopolitical Uncertainty
Investors face a challenging dilemma. While geopolitical strife calls for rethinking risk management, shocks may appear too frequent, and too great in number, to effectively mitigate their impact. Some investors feel the best course of action is to focus on trends that are more predictable or quantifiable—and deal with geopolitical surprises when they transpire.
-
White papersExploring the full spectrum of fixed income strategies
Investors have traditionally thought of there being two primary investment styles, namely Active and Passive (or Indexing). But this binary view oversimplifies the new reality. Instead, it is better to think of investment styles as sitting along a continuum, where they become progressively more “active,” from index replication to unconstrained.
-
White papersInvesting for resiliency with alternative credit
Investors have become increasingly uncertain of the investment landscape given the various economic and geopolitical factors which remain in flux. According to the Nuveen Institutional Investor Uncertainty Barometer, investors feel we are in a period of elevated macroeconomic and geopolitical uncertainty with 93% receiving an Uncertainty Score above the normal level of 50.
-
White papersIndex investing as an active decision: implications for equity investors
Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
-
White papersAchieving impact in direct lending
The Alcentra European direct lending team looks at the key characteristics and evolution of impact investing and discusses whether this could be a well-suited investment strategy to achieve impact and financial goals.
-
White papersThe time for a convertible bond re-rating has come
As rate cuts hit, shifting monetary policy sets the stage for an asset class resurgence, unlocking value and performance potential.
-
White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
-
PodcastDemystifying Capital Solutions Strategies
Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns.
-
White papersEverything Everywhere All at Once
Investors often associate space with large corporations and government agencies such as SpaceX, NASA, JAXA or, more recently, Blue Origin and Amazon’s Project Kuiper. These entities evoke images of rockets, moon missions and high-risk ventures. However, the reality is that the space ecosystem plays a significant role in our daily earth-bound lives, a fact that is frequently underappreciated by the general public and even by seasoned investors.
-
White papersJumbo cuts call for neutral duration
The cutting cycle is finally underway – we think portfolios need to be at least neutral on duration for two key reasons.
-
White papersMacro market monitor
The Macro Dashboard provides a quantitative snapshot of the state of the U.S. economy and markets. With a consistent scorecard, investment committees can use this tool to evaluate periodic changes in conditions, prioritize research and drive dialogue that ultimately results in better informed portfolio strategy.
-
White papersSDG Engagement Equity, H1 2024 report
As responsible investors, it’s important that all the sustainability claims we make are credible and we focus on the issues that matter. The same should be expected of our investee companies. In this report we provide colour on the ongoing engagement dialogues we have been having with our holdings.
-
VideoNot all strategies look like ours: Sustainable Global Equity
In this video, Martin Todd and Henry Biddle highlight the key differentiators that have driven the strategy’s success and made it stand out in a competitive market.
-
White papersU.S. Federal Reserve – a close call
The Federal Reserve (Fed) will begin its rate cutting cycle this Wednesday. Market expectations are split between a 25 basis point and a 50 basis point rate cut, as the decision is complicated by conflicting signals of solid economic activity but a weakening labor market. Rarely have market expectations been so torn, so close to a FOMC meeting.
-
White papersAccessing private assets: One structure doesn’t fit all
Governments and regulators around the world continue to make private markets more accessible. We explore the fund structures gaining the most attention outside the US, like RAIF, Part II UCI, ELTIF, and SPC.
