All Strategies articles – Page 3
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White papers
Navigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors?
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White papers
Asset Class Returns Forecasts - Q4 2023
Recent geopolitical events and macroeconomic progresses are rising uncertainty on the global outlook and led to some adjustments on the short-term trajectory within our simulation horizon.
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White papers
Solving for 2024: 10 Key Themes to Navigate the Markets
Each year, our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.
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White papers
The Limitations of Passive Investing to Achieve a Net-Zero Outcome
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
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White papers
Net Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papers
Cracking the code of pricing power
This article provides a summary of key concepts from our latest whitepaper, “Pricing Power Everywhere”, written by Steve Hou, PhD, Quantitative Researcher at Bloomberg.
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White papers
Listening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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White papers
Are Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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White papers
Investment outlook
A winning investment strategy in this environment calls for getting off the sidelines and positioning portfolios for attractive late-cycle opportunities while they’re still in play.
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Podcast
A Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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White papers
Tighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
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White papers
Holy Grail of Smartphone: Apple of my AI (Eye)?
Read more on how the smartphone industry could be revolutionized by Apple’s new product launch.
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White papers
How to double climate ambition with international carbon markets
The use of international carbon markets could lead the world to nearly double climate ambition relative to the national targets for mitigating emissions (NDCs) at the heart of the Paris Agreement by 2035. And this would not increase the total costs of emissions reduction, according to research co-authored by a member of the investment team for LOIM’s Global Carbon Opportunities Strategy.
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White papers
Cross Asset Investment Strategy - October 2023
Topic of the Month: Limited hit from energy price rise on US consumption so far
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White papers
Mirova Targets €2 Billion for its Sixth Strategy Dedicated to Energy Transition Infrastructure
Mirova, an affiliate of Natixis Investment Managers dedicated to sustainable finance, announces the project launch of its sixth strategy dedicated to energy transition infrastructure, aiming to raise up to €2 bn. This new vintage will continue to support decarbonization, mainly in Europe, where the need for diverse renewable energy sources has never been greater.
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White papers
Central Bank Watch: Settle in for a long pause
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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White papers
Impact Opportunities, Annual Report 2022
Our Impact Annual Report offers an overview of relevant updates to the companies in our portfolio, and showcases our engagement with three holdings in particular as they relate to the themes of clean water and future mobility.
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White papers
Private markets – A multi-faceted opportunity for sustainable investors
Asset managers are increasingly applying sustainability criteria to investments in private markets as they seek to take into account growing demand from investors and regulators for investment strategies that incorporate environmental, social and governance considerations. Maxence Foucault, ESG Specialist – Lead on Private Assets, explains.
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White papers
PM Perspectives: Global Equity Enhanced Income
Eddie Cheng, Vince Fioramonti, and Megan Miller manage components of Allspring’s Global Equity Enhanced Income (GEEI) strategy. Here they discuss how GEEI addresses the equity income tug-of-war.
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White papers
The Active Foundations of Sustainable Investing
As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.