White papers - all assets – Page 10
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White papers
Income strips for insurers: A natural fit?
With many UK defined-benefit pension schemes considering de-risking options in the wake of higher interest rates, their appetite for private assets, such as Income Strips, has reduced thus leaving potential opportunities for other institutional investors.
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White papers
Are Healthcare Stocks a Risky Prescription in a US Election Year?
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
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White papers
Why Asia Matters
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
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China Numbers that Count
Andy Rothman reviews data points that offer insights into the coming quarters.
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White papers
Discover Growth
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
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Emerging Japan
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
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Investors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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Inflation and Consumer Sentiment
U.S. consumer sentiment has defied predictions of excess savings running dry, but do hotter inflation data pose a risk?
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White papers
Strategic Asset Allocation: Balancing Art and Science
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Ruth Farrugia, Global Head of Insurance Asset Management at MIM, to discuss strategic asset management for Insurance Companies.
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White papers
Commercial Real Estate: The Lure of Late-Cycle Lending
Investors who paint commercial real estate with a broad brush may be missing out, particularly at this point in the cycle.
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European Sovereign Debt: Is the Periphery a Problem?
Sovereign debt levels soared during the pandemic, and countries at the eurozone’s periphery may look high risk. But appearances can be deceptive.
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White papers
Inspiring innovation: private equity’s role in developing environmental technology
Increased global commitment to climate goals presents an attractive opportunity for investors, especially in private markets.
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White papers
Demystifying co-investment
Why co-investment is an attractive alternative to traditional private equity vehicles.
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Private assets for the masses: An interview with PEI on the democratization of private equity
The democratization of private equity continues to be a hot-button issue. What were the biggest developments over the last 12 months?
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White papers
Consider This: Canals are becoming chokepoints
The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.
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White papers
Dare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
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White papers
Measuring climate alignment, one temperature at a time
Decarbonisation investment strategies cover many realities on the market as building a portfolio of companies targeting net zero requires specialist analysis while lacking industry standards. What temperature alignment method does LOIM use to differentiate between companies that are on ambitious and credible decarbonisation trajectories and those that are climate laggards?
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White papers
Winds of change: Refining the fixed income playbook for 2024
Christy Tan, Investment Strategist at Franklin Templeton Institute explores frameworks that assess the risks and opportunities in different investment pathways, encouraging the building of portfolios oriented around agility, resilience, and growth while navigating the uncertainties and opportunities in global fixed income landscape.
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White papers
Five insights on institutional investors’ approach to Responsible Investments
There is a wide variation between investors in terms of the degree to which responsible investing and ESG considerations are integrated into investment approaches. Geography is a key factor of differentiation, as the degree of social norms in a country influences local investors’ focus on responsible investment. As an illustration, institutional investors in Europe have a relatively high sensitivity to sustainability investing, while the situation is more heterogeneous in the US, where the debate on ESG matters is politically tainted.