All Strategies articles – Page 27
-
White papersMacroeconomics, Geopolitics, and Strategy - December 2024
Inflation is coming down much faster than the ECB expected only last September, with the headline measure (2.2%) now inching very close to its target. The latest 25bp cut and its revised forecast on 12 December, suggest that the ECB should get to its target by mid-2025.
-
White papersInformed, active and collaborative: Considering natural capital as an investor
Our natural environment is at risk. Scientific consensus indicates that human activity has had significant impact on our ecosystems. From freshwater pollution and land system change to accumulation of chemicals and carbon, the challenges to the Earth’s resilience continue to escalate, increasing the risk to people and biodiversity.
-
White papersOutlook 2025: Trumponometer
Our Annual Outlook provides our key views and investment implications for the coming year
-
White papersPrivate Funds CFO Roundtable: The Strategic CFO
In a roundtable discussion conducted by Private Funds CFO, Barry Giarraputo discusses the role of the CFO in driving strategic direction while ensuring that scalable infrastructure is in place to deliver sustainable growth.
-
White papersESG goals, risk and returns – A new framework to optimise equity portfolios
A new paper from BNP Paribas Asset Management, “Impact of ESG Objectives on a Portfolio”, recently published in The Journal of Portfolio Management, details a framework for adding environmental, social, and governance objectives to passively and actively managed equity portfolios so that the impact of the ESG criteria on risk and return is minimised.
-
White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Anticipated backdrop of greater deregulation and policy changes
The US elections dominated market conversations in November as the Republican party won decisively, with Donald Trump becoming only the second Republican to win the popular vote since 1988. In the subsequent weeks, we have seen the President-elect begin to nominate candidates for various cabinet positions, which has created plenty of sector-level volatility, particularly in areas relating to trade and healthcare
-
White papersAI-enabled robotics and automation
Advances in technologies such as AI are likely to create large new market opportunities for innovative firms in the automation market
-
White papersInsurance investment outlook 2025: Navigating evolving markets and regulations
A strong US economy and market, alongside benign economic conditions in Europe and other developed markets have helped insurers strengthen their balance sheets and boost their investment earnings while restoring liquidity buffers.
-
White papersPensions investment outlook 2025: US policy uncertainty clouds road ahead
The coming year will likely be characterised by three main drivers: the US’s politically driven polices; structural economic weaknesses and political uncertainty in Europe; and China’s restructuring of its troubled property market.
-
White papersPrivate Markets, Edition December 2024
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
-
White papersVarious tailwinds support private markets
In our Private Markets Outlook 2025, we outline why we expect direct lending and real estate debt to perform strongly; while in the UK, the new government’s Autumn Budget contained positive signals for infrastructure development.
-
White papersEuropean Securitisations: Risk and Opportunities for Pension Funds
European Securitisations have recently attracted attention, with 2024 to date seeing record volumes of issuance since the Great Financial Crisis. European regulators have also shown strong support through several recent reports (from Noyer, Letta and Draghi), which have led to a public consultation from the European Commission. We review the opportunities and the associated risk of European securitisations for pension funds.
-
White papersOutlook 2025-2026: Trump-starting the global economy
2025 may be characterised by divergence across the world’s main economic regions, around three dimensions: underlying growth, fiscal policy, and monetary policy
-
White papersThe CIO view: Shifts in the balance of risk and return
US President-elect Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns. Nevertheless, we believe the central macroeconomic outlook remains favourable for bonds and equities. Growth, stable inflation and lower interest rates should support markets. But investment decisions need to consider cashflow resilience and valuations, given policy risks and broader concerns. For now, we don’t expect a recession in 2025 which should help deliver positive equity returns, while credit markets should provide attractive income opportunities.
-
White papersThe Chief Economist view: Divergence
2025 may be characterised by divergence across the world’s main economic regions, around three dimensions: underlying growth, fiscal policy, and monetary policy.
-
White papersWhat is in store for tech?
The tech sector continued to outperform in 2024, with a YTD performance of +34% versus a +25% for the S&P 500 Index. Over the past two year, the tech sector’s outperformance has been driven by superior earnings growth, expectations of lower US interest rates and the start of a cycle of investment in AI technologies.
-
White papersAddressing water scarcity – Water is not optional
In recent weeks, several global agencies have sounded the alarm on water scarcity, highlighting the negative implications of rising economic activity and climate change on supplies. The message has been consistent: water is not optional. In this article, Impax Asset Management notes urgent action, along with significant investment, is required to address water infrastructure needs.
-
White papersCharting the unpredictable: Harnessing data-driven solutions to enhance investment decision making
Pension funds, long regarded as the bedrock of long-term financial security for millions of workers worldwide, are currently navigating an increasingly tumultuous landscape. Traditionally conservative in their investment strategies, these institutions now face a confluence of challenges that demand innovative thinking and strategic foresight.
-
White papersIncluding ESG in a fund name – cosmetics or effective driver of change?
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is just a cosmetic jump on the sustainability bandwagon – or whether it does have a positive impact in reducing ESG risk and improving ESG performance. Here, we summarise their findings.
-
White papersThe Risk-Reward Pick’n’Mix for Investors
Matt Hansford spoke to Private Equity Wire about the $200bn opportunity in portfolio finance, how it can serve as a strategic buffer against volatility and how as an asset class with large transactions, it enables investors to deploy at scale.
