White papers - all assets – Page 309
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White papers
Journey’s end: route options for DB pension schemes
Pension schemes will confront a different set of challenges as they mature, not least around cashflows.
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White papers
Deep dive in factor definitions and behaviors to better combine them
Anticipating the economic and financial environment evolution and its impact on equity market is not easy.
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Factor Investing and Smart Beta Solutions
Smart Beta & Factor Investing strategies have been developed to address the two main limits of traditional market capitalization weighted indices.
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White papers
Corporate earnings in 2019: A fading momentum is in store!
After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019.
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Where should you invest in private equity today?
As the popularity of private equity investing has risen, some parts of the market look increasingly overcapitalised. We look at where the best opportunities may lie.
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Bavarian elections: European political landscape continues to evolve
The election result in Bavaria marked the defeat of the conservative CSU, which lost its absolute majority, and of its junior ally, the SPD.
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SICAV (GIS) SRI Ageing Population Celebrating 3 years of success!
What have been the most important lessons learned in terms of the performance to be obtained from this investment theme, SRI approach (Socially Responsible Investment), and stock-picking strategy, since GIS SRI Ageing Population (the Fund) was launched three years ago?
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White papers
Innovation Paper 5: Technology, Perception – The Global Energy Transition
In the past decade, improving technology and shifting consumer behavior has transformed the energy landscape.
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Late cycle features at play: more pain, but not the end of the game
Market sell-off: a late cycle feature where uncertainty due to tariffs, rates and oil prices are sending some red signals.
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US midterm election: potential economic agenda and market implications
In the upcoming US Midterm elections on November 6, there are high expectations of divided Congress, with the Democratic Party taking control of the House of Representatives and the Grand Old Party retaining control of the Senate.
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Cross Asset Investment Strategy: October 2018
The hot summer in emerging markets has been a key investor theme in the third quarter of this year.
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Responsible Investing Roundtable: Experiences from Around the World
AllianceBernstein asked four institutions around the world to share their thoughts about the opportunities and challenges of responsible investing in their investment plans.
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Nine ESG Questions You Should Be Asking Your Manager
Figuring out whether your money is funding issuers that are effective stewards of their corporations, society and the environment starts with asking your asset managers pointed questions about how they incorporate environmental, social and governance concerns into their processes.
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Tail Risk Adjusted Sharpe Ratio
The Sharpe Ratio has become a standard measure of portfolio management performance, taking into account the risk side. In that framework, the consideration of risk is reduced to returns volatility. The Sharpe Ratio does not encompass extreme risk, especially on the downside.
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US rates are rising. What’s next for Emerging Market Bonds?
Blended approach to emerging-market bonds most resilient to US rate rises
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White papers
Do default investment strategies align with members' needs?
This report, published by the PPI and sponsored by AllianceBernstein, evaluates the alignment of DC default investment strategies with members’ needs, and the most appropriate assessment for delivering value for money.
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White papers
DC Default Solutions—Managing ESG Factors Thoughtfully
Environmental, social and governance is already a hot topic—and new proposals by the Department for Work and Pensions are turning up the heat on pension trustees.
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White papers
LGIM’s approach to responsible investing
We believe responsible investing can not only mitigate risks, but also lead to better long-term financial outcomes without sacrificing performance.
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Higher ESG scores that don’t cost the earth
Environmental, social and governance related measures are increasingly being recognised as valuable sources of information on companies, with investors using them to supplement traditional financial metrics in constructing portfolios and risk analysis.
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Securitisation – Friend Not Foe
AXA Investment Managers explores how securitisation has evolved since the financial crisis, and dispels the negative myths which have lingered for institutional investors