All Video articles – Page 8
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VideoEquity outlook: High valuations and higher-for-longer rates
Equity outlook: High valuations and higher-for-longer rates
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines, Head of Asia ex-Japan, lifts the lid on where he views opportunity in Asia, what it would take to reduce the strategy’s underweight to India, and how corporate governance reforms in Korea may impact investments.
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VideoOur outlook for India: The view from the GEMs desk
In this video, James Cook, Investment Director, Emerging Markets, sits down with Vivek Bhutoria, Co-Portfolio Manager, Global Emerging Markets Equity, to discuss valuations in India and the prospects for the country’s economy in the long term.
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VideoFixed-income outlook: Shifting opportunities for bond investors
You don’t need interest rates to go down to succeed in fixed income, but you do need to look closely to find relative value.
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VideoHow Insurers Are Addressing Earlier Low-Rate Investments
Ken Griffin recently joined industry leaders on AM Best TV to discuss how insurers are managing assets amid shifting market dynamics and regulatory changes.
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VideoThe growth of asset backed lending in Europe: A journey set to continue
The sustained rise of asset backed lending (ABL) in Europe has been driven by well understood factors. These include a continued bank retrenchment in Europe, regulatory pressures, technological developments and banks seeking balance sheet optimisation. Together these factors have propelled the ABL market forward.
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VideoMeet the Manager: Jordan Patel
Jordan Patel, Deputy Fund Manager, recognises that impact and biodiversity investing is not easy. It requires patience to sift through names, find the true champions, and identify the businesses to own and at the right price. It’s fortunate, then, that the Biodiversity Equity team are dedicated to achieving biodiversity outcomes in the real world, a goal which embodies the patience required to successfully navigate this space…
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VideoNavigating Dynamic High Yield Markets
We have been investing in high yield bonds, loans and CLOs for decades—managing investments on behalf of our clients through the ups and downs of multiple market cycles. And importantly, we have done so with consistency.
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VideoIdentifying real estate opportunities in a higher rate environment
Watch the full video now at the link below
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VideoNeuberger Berman Private Markets: Q1 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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Video(More) Questions Answered: Global Emerging Markets
In this video, Chris Clube, Co-Portfolio Manager, discusses the most compelling areas of opportunity for investors in EM outside of Asia and how the Strategy’s portfolio stands to benefit from the surge of AI adoption in the market.
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VideoTipping point: UK Nature Strategy
In this video, the UK Nature team explain how their strategy aims to provide a commercial rate of return through exposure to projects that restore natural capital and biodiversity in the UK.
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VideoMeet the European direct private debt team
SME management teams generally have a stronger “affectio societatis” and are truly motivated to make a sustainable impact with their companies, say the direct private debt team at Generali Asset Management in this new video.
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VideoGlobal REITs Update – Q1 2024
In this latest quarterly video update, Portfolio Manager, Marco Colantonio outlines key developments in the Global REIT sector during the first quarter of 2024.
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VideoMeet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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VideoYour Questions Answered: Unconstrained Credit
In this video, Fraser Lundie, Head of Fixed Income – Public Markets, responds to the key questions that are front of mind for credit investors at the present time.
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VideoThe Role of Private Markets in the New Regime
While market yields have risen, insurers’ book yields remain low—making it difficult to keep up with claims inflation or compete with higher-rate banking and money-market savings products.
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VideoDislocation: What Are the Opportunities, and Can Insurance Companies Take Advantage?
Higher rates and tighter financial conditions are leading to capital and liquidity shortages in private markets, creating opportunity for long-term investors prepared to step in as liquidity providers. We identify some of these opportunities and discuss how insurers in EMEA might capitalise on them.
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VideoUn-picking the Role of ESG
Environmental, social and governance (ESG) considerations tend to be factored into the investment process at the security-level, after a strategic asset allocation (SAA) process has already set the shape of the overall portfolio.
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VideoHigher for Longer: Time to Close the Gap?
Fixed income yields remain near multi-year highs offering an opportunity for insurers to rebuild book yields, secure future investment earnings and continue to close the duration gap that opened up during the low-rate years. With short-term policy rates apparently at their peak, however, this opportunity may not last: now may be the time to lock in those longer-dated yields before they begin to retrace.
