White papers - all assets – Page 4
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White papers
Powering the US Economy
How can the demand growth for power in the US caused by AI be met by renewable energy companies? Read more from Premier Miton’s Jim Wright.
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White papers
Cocos – a unique flavour combination
Premier Miton’s Lloyd Harris, Head of Fixed Income, highlights how contingent convertibles can offer investors a unique opportunity in today’s higher interest rate environment.
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Bond investing when Central Banks are in motion
2024 is establishing a new market dynamic for bond investors. After the great repricing of 2022 and 2023 when market attention was mainly tilted towards inflation, 2024 is increasingly seeing a more balanced focus towards both inflation and growth. Moving ahead, the slowdown in inflation should continue, although reaching the 2% target may take longer than initially expected by the market, and the route is going to be bumpy as inflation remains sticky.
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Decarbonizing transport: Investing in the energy transition
Beyond renewables such as wind, solar and even traditional grid infrastructure, there is a world of clean energy investments that sits in non-electricity industries.
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A core allocation to CTAs might be as wise as going tactical
Timing CTAs is notoriously challenging. We review the pros and cons of several allocation methods to CTAs.
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Agritech: Specialist Investors Reset Valuations
Agritech is an industry that offers some amazing innovations and lots of theoretical potential, but successful investments must be grounded in reality.
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Local banks lead on physical climate risk
The increased frequency of wildfires and flash flooding is already hitting insurance companies. But what about the climate exposures faced by banks in their mortgage and commercial loan books? Will Farrell investigates.
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Adapting to a shifting liquidity backdrop
Many UK money market funds have been extending weighted average maturities as the BoE considers rate cuts.
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Filling the pool again
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
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Bonds, bullets and barbells – what happens after yield curve inversion?
Much has been said recently about when and why investors should consider extending duration. With interest rates at or near peaks, the potential to realise higher yields for longer may also offer the opportunity to achieve greater total returns by extending duration in advance of any decline in rates. When investors determine the time is right to extend duration, they may want to consider different methods for re-allocating available cash.
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White papers
Beyond the façade: Real Estate Debt
While some construction projects seek to preserve the façade and replace the interior, the opposite can also be possible: preserving a building while replacing the façade. And this approach can create compelling investment opportunities.
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White papers
China: The Comeback Kid?
Whisper it quietly but, after years of negative sentiment, equities in China appear to finally be holding their ground. Our Asia ex-Japan Equity team ask: what could sustain the recovery from here?
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PM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
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Grasping the Private Markets Opportunity: Accessing Private Credit for UK Defined Contribution Savers
Historically, UK DC pension plans have struggled to invest in private markets. But today, new investing approaches can enable DC savers to access the return potential of markets such as private credit.
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White papers
AT1s: Finding the Risk/Reward Sweet Spot
It’s been over a year since Credit Suisse; subordinated financials once again offer significant potential for credit experts with the tools to identify the right paper while riding the volatility.
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White papers
Allocation Views: Step to the sidelines
Our Franklin Templeton Investment Solutions suggests the outlook for global economic activity remains constructive and should support moderate return prospects for riskier assets in the medium term.
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It All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
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The Changing Asian Landscape – Part 3: China Takes It Slow
The world may want higher growth, but Chinese policymakers are employing a balanced approach.
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White papers
Buyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
In a keynote interview conducted by Buyouts, Tristram Perkins, Ben Perl, and Victor Ko discuss how liquidity challenges seem to be fueling secondaries dealflow, presenting compelling opportunities for buyers.
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White papers
India’s election outcome and its economic implications
India has recently concluded a national election, one which has taken place over the past six weeks and has seen nearly 650 million people flock to the polls to elect India’s political leadership over the next five years. The country officially announced its elections results on 4 June, the turnout was quite high with 66.3% of voters participating.