White papers - all assets
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White papers
CIO outlook: Is higher volatility on the horizon?
Interest rates won’t come down as quickly as some had hoped, says our CIO, William Davies, but further gains for equities are still possible this year.
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White papers
A fine time to lock in higher bond yields
Thinking about duration in investment grade credit hasn’t been top of clients’ minds in recent years – with good reason. Bond yields have been exceptionally low, with the Sterling five-year corporate bond yield falling from around 4% in the middle of the previous decade to almost 1.5% by the end of 2020.
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White papers
Indian bonds go global
Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key milestone has sparked renewed interest from global investors.
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White papers
In conversation with Fabiana Fedeli
An ‘optimist who plans for the worst,’ Fabiana was named one of the 100 Most Influential Women in Finance in 2022 by Financial News. Here, M&G Investments’ Chief Investment Officer for Equities, Multi-Asset and Sustainability, tells Antonia Oprita about her love for markets and why she thinks of herself as a ‘data junkie’.
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White papers
Styles of Responsible Investing: Attributes and Performance of Different RI Fund Varieties
Concerns about the environment, or about a range of social outcomes, are increasingly important to many asset owners. But their CIOs are faced with an array of responsible investing (RI) strategies: which ones best fit their objectives?
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White papers
PRT Ready? Private Commitment Pacing In A World of Higher Funding Ratios
Higher interest rates and continued strong equity markets have dramatically improved corporate defined benefit (DB) plan funding ratios. This improvement brings DB plan CIOs new asset management challenges and opportunities.
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White papers
How can human-robot interactions benefit financial decision-making?
“Our research showed that after using the robo-advisor, individuals were more inclined to invest in equities and follow the robo’s recommendations in rebalancing their portfolios towards their target allocations. These enhanced choices led to higher risk-adjusted returns.”
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White papers
Preparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
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White papers
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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White papers
Barings: Bigger Is Not Always Better in Private Credit
Stuart Mathieson spoke to Citywire Selector at this year’s SuperReturn about which part of the private debt market offers a better risk-return profile.
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White papers
A Paradigm Shift: Infrastructure Equity 2.0
Historically viewed as a yield-oriented and inflation-protected (but lower returning) asset class, infrastructure equity is transitioning to assets that could drive alpha in an investor’s portfolio.
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White papers
ESG Thema #16 - Investing in India’s energy future: a just transition challenge
India is currently experiencing an era of unparalleled growth, marked by significant shifts in various domains. These include the transition from physical currency to digital payments, a move from traditional fuels to renewable energy sources, a shift from an informal to a more formal economy, and a transition from underserved communities to ensuring inclusion even at the last mile. These landmark changes are shaping a new landscape of development.
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White papers
IPM monthly blog – Edition June 2024: Our monthly insights into private markets
Commencement of interest rate cuts to support market
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White papers
Emerging-Market Stocks: Great Businesses Hide in a Murky Market Landscape
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
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White papers
French markets amid snap elections
“Political uncertainty can amplify short term market movements. However, markets tend to recover once the political situation clarifies and the focus comes back to corporate earnings.”
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White papers
World Oceans Day: It’s time to take action
Protecting and conserving the marine environment is essential for human life and the economy as the oceans play a central role in regulating our climate.
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White papers
Today’s healthcare treatment, tomorrow’s healthcare innovation
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. We see the life sciences industry as well positioned to benefit from structural trends.
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White papers
Un Pas à Droite?
Midway through a record-breaking year for elections, we have just been given another—and it is potentially among the most important.
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White papers
Trade Wars and Tariffs Test Equity Investing Research
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?