White papers - all assets – Page 236
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White papers
Aligning index-linked investing with the ‘Paris’ goals
More and more, investors in index-linked strategies are looking for portfolios of companies reducing their carbon footprint and avoiding companies with fossil fuel revenues or production. In accordance with EU aims for sustainable finance, strategies are now being adjusted to two new indices that are aligned with the ‘Paris’ goals. Isabelle Bourcier explains.*
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Fiorino: why bank debt investors should care about MDA
In this post of Fiorino, the blog where we aim to decipher complexity in global financials, we give our full attention to a typically complicated capital metric that investors need keep top of mind.
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The Case for US Equities in Global Portfolios
The post-pandemic market reality accentuates the attractiveness of the US stock market. Similar to the period after the Great Financial Crisis, we believe the medium-to-long-term landscape once again favors companies with records of large-cap secular growth, stability and defensiveness. These characteristics define a much higher proportion of the US market relative to the rest of the world resulting in what we believe may be a more optimistic outlook for US equities.
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Active management to find yield in fixed income
Unprecedented monetary and fiscal measures by central banks and governments have installed a low-yield/low-volatility regime in developed bond markets. As investors search hard for yield, senior investment strategist Daniel Morris discusses the prospects for fixed income markets with Dominick DeAlto, chief investment officer fixed income.
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Investor Series: Private Assets for Insurers
Insurance investors face unique challenges in any environment but especially against today’s backdrop of continued low rates and a global economic slowdown. Barings’ Ann Bryant and Eric Lloyd discuss strategies for incorporating private assets as part of the solution.
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COVID-19 Crisis Accelerates the Digital Transformation Trend
COVID-19 and the resulting economic crisis has caused an acceleration in digital transformation.
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The Dog That Hasn’t Barked (Yet)
As the U.S.-China relationship unravels, it’s telling that both sides are still sticking with the modest “Phase One” Deal.
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How Long Can This Go On?
U.S. government debts may set new records, but investors should focus more on borrowing costs and growth rates.
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EU agreement: a powerful answer that can lift further EU assets and ESG investing
The agreement reached among EU leaders at the end of the longest European Council in history to mobile a comprehensive package of €1 824 bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument – is a significant achievement and a net positive in the short term for EU assets.
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Residential mortgages and consumer loans
In this paper, we focus on the case for investing in pools of residential mortgages and consumer whole loans and explore the specific benefits available to insurers making a strategic allocation to the asset class over the long term. We also demonstrate how adding residential mortgages to an investment portfolio could help insurers achieve additional portfolio-level diversification benefits and lower the overall solvency capital requirement (SCR) under the Solvency II standard formula.
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Emerging ESG Trends in China
As China’s equity markets gradually open up to foreign investors, Chinese companies could face greater scrutiny, according to Franklin Templeton Emerging Markets Equity’s Michael Lai.
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Inflation hawks, crying wolf
Part 3 of our series exploring the potential source of the next global crisis
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Cybersecurity in the fourth industrial revolution
Part 2 of our series exploring the potential source of the next global crisis
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When will we learn our lesson on pandemics?
Part 1 of our series exploring the potential source of the next global crisis
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The Economist: John Kay
AIQ speaks to economist and author John Kay about risk, uncertainty and the longer-term implications of the coronavirus pandemic.
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The evolution of ESG: More than just a risk mitigator
Once dismissed as a virtuous endeavour that compromised investment returns, the ability to gain a more holistic view of risk by considering environmental, social and governance factors is increasingly appreciated by investors. We assess the evolution of ESG across asset classes, as well as its role as a risk mitigator and opportunity spotter.
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Economics and ethics: why diversity matters
In business, diversity can be the difference between success and failure. But while progress towards it has been frustratingly slow in many areas, the pressure is mounting on companies to act.
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Will COVID-19 concentrate corporate power
The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.
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Responsible business conduct – a major pillar of sustainable investing
What should investors expect from a responsibly run company? How should companies behave when it comes to issues such as human and labour rights, protecting the environment or anti-corruption safeguards?
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Shaping a new world
We are in the midst of a health crisis that is causing huge disruption within our society: it is weakening companies, upsetting our daily lives, af- fecting the poorest, deepening inequalities and jeopardising the future of many young people. Today, it is not simply urgent to support the economic recovery, it has also become imperative to speed up the environmental and inclusive transition.