White papers - all assets – Page 259
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White papers
High Yield Market Update: Volatility Persists
Christopher Kocinski, Neuberger Berman U.S. High Yield Senior Portfolio Manager, discusses the factors that have contributed to the volatility in the non-investment grade credit market and how his team has adjusted portfolios as spreads have widened.
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Market Volatility | Closing Bell Insights
On this episode of Closing Bell Insights, Joseph V. Amato, President and Chief Investment Officer of Equities, shares his market update and insights after the closing bell, including potential implications for investors.
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Are investors too complacent about the coronavirus?
In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.
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Location, location, location: why Geospatial Data Science matters for investors
We look at how geospatial data science is helping investors find new ways of looking at the world and make better investment decisions.
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What will climate change mean for insurance-linked securities?
ILS has close ties to natural disasters but we believe climate change will have a limited impact on the asset class.
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COVID-19: When it comes to pandemics, investors should listen to the real experts
In early February, with financial markets oblivious to medical experts’ warnings about the dangers posed by the coronavirus, Ian Pizer of Aviva Investors’ investment strategy team began to look into the medical research to learn more about the potential outcomes and the implications for the global economy and markets. What he discovered raises questions about financial market participants’ ability to react to issues they don’t fully understand.
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Euro Investment Grade Credit Reacts To The ECB’s Bazooka: Selective Opportunities
Covid-19 is expected to severely damage the European economy in the coming quarters. The answer at the European level to this disruption has been strong on the monetary policy side, with the implementation of the temporary Pandemic Emergency Purchase Programme of €750bn and targeted longer-term refinancing operations, and at the single country level, with targeted fiscal measures.
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How Could Covid-19 Affect 5G?
The way we live, work and learn has shifted markedly since the Covid-19 outbreak. With greater reliance on online resources, we see an increased demand for faster network speeds that could be enabled by 5G. How could the pandemic affect 5G rollouts? Where are the opportunities? Watch YT Boon, Director of Research – Asia, as he shares his insights on the demand for this service.
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Audio Insight: The Course of COVID-19
Terri Towers, Senior Healthcare Research Analyst looks at the current progression of the COVID-19 pandemic as well as her views on inflection points and treatment timelines.
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How we invest in farmland: An introduction to Nuveen’s global agricultural sustainability approach
The world’s population continues to expand — reaching 6 billion at the dawn of the 21st Century and nearly 10 billion projected by 2050. Exploding population and rising protein consumption are driving the need for more efficient agriculture to meet rising global demand for food, animal feed, clothing fiber, biofuels and other farm products.
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March Macro Dashboard
The global economy is in the throes of a recession as it battles COVID-19. GDP growth across the Eurozone and U.K. is set to contract in the second quarter. While China is beginning to lift restrictions, Japan is only beginning to crack down on social distancing as cases rise.
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Market stability improves, but portfolio questions remain
At this point, it appears the worst of the panic selling across global financial markets may be behind us. Thanks in large part to widespread stimulus measures, market liquidity has been returning, but investors remain unsure of how to structure and rebalance their portfolios.
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Opportunities and qualities in GCC bonds
Perspective from Franklin Templeton Fixed Income.
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Why asset managers cannot be passive on climate change
As active investors step up their engagement efforts on the climate crisis, discussions need to be at the CEO rather than board level, argues David Cumming.
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Covid-19 fixed income update - Market and economic effects of Covid-19 coronavirus
Last week was another astonishing week for global markets, as the impact of Covid-19 spreads through populations and economies worldwide. Global cases have now reached 723,4341 and several new countries have entered lock-down, including the UK.
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Covid-19 impact: European asset-backed securities
Trade opportunities emerge from price dislocations
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Macro Insights and Asset Allocation
Erik Knutzen, Chief Investment Officer – Multi-Asset Class Strategies, discusses the impact of last week’s Fed actions and stimulus package along with how this decline is different than 2008 in terms of markets and investment implications.
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CIOs’ Views The Path to Recovery: What’s Next?
Our CIOs’ Global Investment Outlook expands on navigating periods of uncertainty and volatility.
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Have We Reached Herd Immunity?
Our chief data scientist explains what the data is saying about the spread of COVID-19.