All Strategies articles – Page 4
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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.
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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.
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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.
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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.
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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.
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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.
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Asset Manager NewsHines Acquires 298-Bed Purpose-Built Student Accommodation Asset in Dublin
Hines, the global real estate investor, developer and manager has acquired ‘Scape Dublin’, a purpose-built student accommodation (PBSA) asset located in the heart of Dublin 2 on behalf of the firm’s Core Plus fund, Hines European Property Partners (HEPP).
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People NewsHines Announces Strengthened Investment Management Leadership Team
Hines, the global real estate investment manager, today announced updates to its investing leadership structure in preparation for its next phase of growth. The firm has formed a globally-focused investment management leadership team to enhance coordination across investment strategies and regions, aiming to achieve higher returns, strengthen fiduciary responsibilities, and deliver exceptional value to tenants and stakeholders:
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White papersBuying, building and managing to core
There are two main benefits to having a core-plus approach in today’s market: flexibility and keeping the portfolio young. In terms of flexibility, we can take advantage of market dislocation, as we are seeing right now. And we can benefit from the whole cycle – secular dynamics and shifting demand – in any style or sector.
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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.
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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.
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White papersMacroeconomics, Geopolitics, and Strategy - September 2024
The rise in the July unemployment rate to 4.3% (latest reading in August is 4.2%) triggered a significant market concern about a possible weaker-than-expected US labour market, raising the risk of an impending recession. We do expect a significant slowdown of the US economy, but not a recession. We expect a significant deceleration in the next few quarters, consistent with a broader weakening of many labour market indicators.
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PodcastAmid the Volatility: What Are Investors’ Best Options?
Options, a seemingly daunting investment category, has been around for quite some time. Dating back to Ancient Greece, many investors have used Options as a way to mitigate risk. But how has Options trading evolved in recent years? What are the impacts of the upcoming Fed meeting and the U.S elections on this asset class?
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White papersThe technology sector – An update after the summer volatility
Volatility may be part and parcel of equity markets, but this summer’s swings stand out. The causes cited for the sell-off included concerns over the outlook for the US economy and an unwinding of yen carry trades. Investors also worried about the risk of the vast sums being invested in artificial intelligence (AI) ultimately not generating sufficient returns. Daniel Morris investigates the AI angle.*
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White papersBuyouts Keynote Interview: Private equity for all
In a keynote interview conducted by Buyouts, Peter von Lehe, Head of Investment Solutions and Strategy, discusses how the democratization of private equity is about expanding access to the asset class by solving the structural and operational barriers to investing.
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White papersHigh-Yield Bonds: Gaining Traction for Good Reason
High-yield bonds have become an increasingly popular investment choice. At Northern Trust Asset Management, we strongly believe this asset class is positioned to continue delivering the strong performance seen in the first half of 2024.
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White papersIndia Strategies for Maximizing Returns
An active approach can help to manage the rich valuations of this growth market
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White papersWant to Optimize Your Fixed Income Strategy?
The debate between active and index investing has evolved. Now, the key question is whether active, index or systematic investing is more effective for specific fixed-income sectors and the asset class as a whole. Our latest paper, The Role of Active, Index and Systematic Investing in Fixed Income Portfolios.
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White papersInvesting in megatrends with thematic and exchange-traded funds (Part 1)
New research from BNP Paribas Asset Management’s Quantitative Research Group delves into thematic investing strategies. These investments target the long-term megatrends that are transforming economies, society and business models. This is the first of two extracts. It answers five questions to help investors understand the appeal and extent of, and risks involved in, megatrend investing.
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White papersOn pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
