All Strategies articles – Page 13
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White papers2024 Best Ideas: Rethinking Resiliency and Risk
Our 2024 Best Ideas offers investors a look at where we see opportunity, while our case studies show how we help our clients overcome obstacles.
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White papersAlternative investments: Asset allocation strategies in a changing environment
Highlights from the “An asset allocation solution for public and private markets” session at the Asia Investment Conference 2024
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White papersA core allocation to CTAs might be as wise as going tactical
Timing CTAs is notoriously challenging. We review the pros and cons of several allocation methods to CTAs.
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White papersFrom stability to agility: nine implications for a new investment landscape
In the post-great moderation world, institutional investors are facing a radically new environment. The underlying assumptions that have driven many investment strategies over the last 40 years must be reexamined. This paper explores nine implications that can help empower investors with the agility needed to navigate the uncertainties of the new economic environment.
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White papersBuyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
In a keynote interview conducted by Buyouts, Tristram Perkins, Ben Perl, and Victor Ko discuss how liquidity challenges seem to be fueling secondaries dealflow, presenting compelling opportunities for buyers.
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White papersInfrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times
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White papersIncome…with a Side of Growth Potential
We think today’s market landscape calls for a different mix in multi-asset income strategies.
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White papersUncovering the qualities that set compounders apart
Compounder companies (“compounders”) are those with highly visible and long-duration growth. Lindy’s Law explains an anti-ageing process for such companies — the longer they exist, the stronger they become to survive well into the future. This enables many to become industry leaders and dominant global players. We refer to these types of venerable companies as “marathon runners”. They form the bedrock of the returns we generate for our clients. It’s not just their age that sets these companies apart. It’s the combination of unique corporate culture and resilience that keeps them growing in good and bad times.
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White papersFour Themes Emerging in Life Insurers’ Asset Allocations
Life insurers are continuing to move toward less liquid securities—which provide the potential for yield enhancement—while simultaneously de-risking from a credit perspective.
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White papersFixed Income Horizons Survey 2024
The Capital Group 2024 Fixed Income Horizons Survey captures the views of 100 UK asset owners, including pension funds, OCIO providers, insurers, endowments and foundations. The quantitative survey was conducted by CoreData Group during February and March 2024. This report also includes insights from a series of in-depth qualitative interviews with senior investment leaders at UK asset owners. The questions were focused on respondents’ asset allocation views and attitudes to different areas of fixed income markets.
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White papersThree investment ideas from earnings season
Quarterly earnings for most companies in the S&P 500 Index have exceeded expectations. Businesses continue to cut costs, pass on price increases to consumers and find new areas of growth.
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White papers3 years of TargetNetZero investment-grade credit
Credit convictions combined with climate alignment typifies our TargetNetZero investment grade (TNZ IG) credit strategies, which recently marked three years since their inception. Here we take a closer look at their origin, evolution and the outlook for fixed-income investment in alignment with the Paris Agreement.
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White papersDe-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
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White papers3 years of TargetNetZero Equity: a genuine transition approach
The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.
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White papersLOIM Stewardship in 2023: pushing for ambitious action
How does LOIM go about helping companies become fit for the future while supporting long-term portfolio objectives? Decarbonisation, nature and best-practice governance were foremost on our stewardship agenda in 2023. We explore this in depth in our annual report to the Financial Reporting Council, which can be accessed here.
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White papersReal and alternative assets in focus in the strategic asset allocation
Our 2024 CMA outlines the general attractiveness of real and alternative assets compared to listed assets and confirms good opportunities in terms of risk/return profiles. The attractiveness of these assets is linked to the remuneration for the liquidity risk exposure.
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White papersArticle 15 for 15: A US SMID retrospective
Over the 15 years of his involvement in the US small- and mid-cap Strategy, portfolio manager Mark Sherlock has witnessed many different markets and economic conditions. Read our retrospective to learn the importance of seeking downside protection, how the tortoise beats the hare and why you should never let a good crisis go to waste.
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White papersOpportunities at the longer end of the commercial paper curve?
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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White papersThe Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
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White papersIT – A major greenhouse gas emitter hiding in plain sight
Many activities have a clear impact on climate, but for some, this is more obvious than for others. What, for example, are the CO2 emissions of reading this article on a mobile? Or of the electricity powering datacentres and networks? Their carbon footprint is larger than you think. Plenty of opportunities for asset managers that can identify companies able to benefit from the related decarbonisation tailwinds, writes Berenice Lasfargues.
