All Strategies articles – Page 16
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White papersExpanding the efficient frontier with natural capital investments
The combination of investment characteristics associated with institutional investment in timberland and agriculture offers a compelling rationale for their inclusion in larger multi-asset portfolios, and ultimately allows for the expansion of the efficient frontier, as determined by traditional mean-variance portfolio optimization.
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White papersHow distressed debt can help spread risk and diversify returns
In 2024, there are multiple macroeconomic and geopolitical challenges that are likely to continue to impact global markets. At the same time these challenges are likely to lead to a rich opportunity set for a special situations investment strategy.
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White papersGlobal Equity ESG, Annual Report 2023
The Global Equities team has demonstrated a history of innovation over 15 years of investing, and 2023 was no exception. In our most recent annual report, we introduce the new iteration of our QESG score, based on our pioneering research into ESG and the unique insights of our EOS team.
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White papersConvertible bonds: cutting emissions and promoting efficiency
Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.
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PodcastBDCs: The Cyclical & Structural Outlook
Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private credit asset class. Barings’ Matthew Freund discusses the cyclical and structural trends shaping the market opportunity today.
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White papersStaying vigilant in Buy and Maintain credit portfolios
Buy and Maintain credit portfolios are often - and wrongly - thought of as being sleepy, ‘set-and-forget’ investment vehicles. But this is not the case; they are very much actively managed strategies with a long-term focus.
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White papersWhy 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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White papersChina Numbers that Count
Andy Rothman reviews data points that offer insights into the coming quarters.
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White papersStrategic 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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White papersDemystifying co-investment
Why co-investment is an attractive alternative to traditional private equity vehicles.
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White papersDare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
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White papersMeasuring climate alignment, one temperature at a time
Decarbonisation investment strategies cover many realities on the market as building a portfolio of companies targeting net zero requires specialist analysis while lacking industry standards. What temperature alignment method does LOIM use to differentiate between companies that are on ambitious and credible decarbonisation trajectories and those that are climate laggards?
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White papersWorld Brands: how to hold on to pricing power?
At World Brands, we strive to achieve long-term, compounded returns by investing in high-quality companies with leading brands, technologies or digital platforms that dominate throughout market cycles. These competitive edges are hard to replicate and frequently give companies the advantage of pricing power – the ability to raise prices ahead of inflation without sacrificing market share.
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White papersGlobal Infrastructure 2.0: A Core Plus Strategy for the Mid-Market
Essential services like water, electricity & connectivity drive infrastructure’s strength. Global 2.0 strategies prioritize downside protection & sectors like digital & renewables for long-term impact.
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White papersMake time work for you: Comgest Europe Compounders strategy
Time is money. It also has the power to erode value. But what if you could harness this natural force and turn it to your financial advantage?
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White papersThe Destination, Not the Journey
Interest rate expectations are volatile right now, but focus on the fact that almost everyone agrees rates have peaked and their next move is down.
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Video2024 Capital Market Assumptions
Neuberger Berman’s 2024 Capital Market Assumptions provide investors with forward-looking return and risk estimates for the major asset classes, across multiple geographies, agnostic of any tactical views or alpha-generating potential.
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White papersGlobal Sustainability Strategy – An update on how we deliver meaningful returns
The latest version of our Global Sustainability Strategy (GSS) updates our strategic approach to applying sustainability considerations to how we invest for clients and how we operate as an organisation. It includes areas where we have made progress since the first edition and our priorities for the coming two years.
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White papersLOIM Circular Economy: three years of investing in the power of nature
Circular Economy, one of our high-conviction equity strategies, recently marked its three-year anniversary. The strategy seeks growth opportunities arising from the transition to a bio-based and circular economy, which harnesses and preserves nature and its valuable, regenerative resources.
