White papers - all assets – Page 5
-
White papers
Biden vs Trump: high stakes in US elections
The US election rematch between President Biden and former President Trump will focus market attention on their respective agendas. This paper examines the potential economic and foreign policy changes that could emerge in their second term, as well as the repercussions for financial markets.
-
White papers
Infrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times
-
White papers
Income…with a Side of Growth Potential
We think today’s market landscape calls for a different mix in multi-asset income strategies.
-
White papers
Senior Secured Loans: 101
At $1.8 trillion, the global senior secured loan market has grown substantially over the last 15 years. Here, we break down the key characteristics of the asset class and touch on how investors can access the many potential benefits on offer.
-
White papers
Emerging Markets Insights: India elects
India’s election, China’s IPO pipeline and US interest rates are on the radar of our Emerging Markets Equity team in this issue. The team shares its latest outlook.
-
White papers
US consumer shows confidence
“Concerns over US economic growth persist, and this highlights the importance of a global approach to investing in the developed and emerging markets.”
-
White papers
150-Year Analysis: What Happens to Equities When Inflation Strikes
The quick rise in consumer prices following the pandemic disrupted decades of low inflation globally and sparked equity volatility that investors still struggle to navigate. While inflation has settled down, it has stubbornly stayed above central banks’ targets of around 2%. High inflation can cut out the bulk of a portfolio’s return, making it a paramount concern for investors.
-
White papers
India’s time to shine
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the Bharatiya Janata Party (BJP) and consider how index inclusion could energise the country’s capital markets.
-
White papers
Uncovering the qualities that set compounders apart
Compounder companies (“compounders”) are those with highly visible and long-duration growth. Lindy’s Law explains an anti-ageing process for such companies — the longer they exist, the stronger they become to survive well into the future. This enables many to become industry leaders and dominant global players. We refer to these types of venerable companies as “marathon runners”. They form the bedrock of the returns we generate for our clients. It’s not just their age that sets these companies apart. It’s the combination of unique corporate culture and resilience that keeps them growing in good and bad times.
-
White papers
Global Investment Views - June 2024
“Expectations of monetary easing by central banks may support areas that show earnings resilience and are attractively priced.”
-
White papers
High yield structured credit: Ripe conditions within the European market
What is attracting investors to high yield structured credit?
Structured credit has grown considerably over the last few years. The trends propelling the asset class are long-term with investors potentially able to capture equity-like returns from the asset class. Capital at risk. -
White papers
How carbon markets bolster timberland investing
As more and more investors look to integrate natural capital strategies into their portfolios, timberland is proving to be an obvious beneficiary. Thomas Sarno, global head of timberland investing, believes that now is an ideal time to invest in the asset class.
-
White papers
Re-Rating Financials
A year after the mini-banking crisis, we see the normalizing interest rate and yield backdrop generating tailwinds behind the Financials sector.
-
White papers
Underwriting the Underwriters: Finding Opportunity in Consumer Loans
When it comes to investing in consumer debt, headlines may be misleading. We see opportunity.
-
White papers
AI Ethics and Regulation: How Investors Can Navigate the Maze
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
-
White papers
Quality and Growth: Striking a Balance
The world’s central banks have made great strides in tamping down inflation over the past year. But as investors are discovering, fighting inflation is a long game. US economic growth slowed to an annualized 1.6% in the first quarter—even as core inflation ticked up close to 4%. Near-term activity indicators are showing some evidence of recovery, but we expect overall economic growth to trend lower.
-
White papers
Value Stocks: Cracking the Quality Code
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
-
White papers
The lost art of credit analysis in buy and maintain management
As we move into the later stages of the credit cycle, effective risk management within core fixed income portfolios is an increasingly pertinent issue for insurance companies. With corporate balance sheets under increasing pressure, traditional buy and maintain credit management strategies are being tested for the first time, placing increased focus on the benefits of a more active approach to long-term credit allocations.
-
White papers
European logistics: Why now?
Over the past two years, the industrial sector has returned to more typical demand levels with the lockdown-induced frenzy slowing. Despite this, Clarion Partners maintains a positive outlook for the sector’s long-term prospects.
-
White papers
Collectors vs. Selectors: How (& Why) Direct Lending Business Models Are Diverging
Direct lending deals are getting bigger—but arguably, the most compelling relative value (still) lies in the traditional or “true” middle market.