White papers - all assets – Page 8
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White papers
Economic Monthly: Flying Blind
The U.S. Federal Reserve (the Fed) has reduced the pace of quantitative tightening (QT), the European Central Bank (ECB), and potentially even the Bank of England (BoE), could begin cuts as soon as next month, and the dot plot shows the Federal Open Market Committee (FOMC) cutting rates later this year.
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White papers
Corporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
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White papers
De-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
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White papers
The Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
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Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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The U.S.-China Competition Through Four Lenses
Not all Great Power Competitions lead to military confrontations. Explore the U.S.-China relationship through four lenses and whether the current global order faces the risk of confrontation.
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Healthcare Stocks: Testing the Vital Signs of Managed Care Providers
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
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White papers
3 years of TargetNetZero Equity: a genuine transition approach
The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.
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Consider This: Will BRICS+ dethrone the US dollar?
Given the recent expansion of the “BRICs” countries to include five new members, will the US dollar remain the world’s reserve currency? Franklin Templeton Institute’s Kim Catechis looks at the implications for investors.
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White papers
Investing in Asian new economy real estate
The global real estate market is well known for its compelling characteristics, offering long-term, stable yields to institutional investors. However, with continued economic and geopolitical uncertainty, as well as a complex global interest rate environment, it is increasingly important that investors choose the appropriate markets and sectors to maximise their returns.
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White papers
Fundraising in infrastructure - A return to the market buzz
Sentiment for infrastructure was muted in 2023. Although very few investors we spoke to were outright negative on the asset class, most have taken a “wait and see” approach, especially given the denominator effect.
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Digital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
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Consider This: European Union elections
EU citizens go to the polls in June—here’s a look at the investment implications from Franklin Templeton Institute’s Kim Catechis.
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Unlocking opportunities: Understanding the growing secondary market
The global secondary market has grown over the past three decades primarily because of the increased supply of capital committed to private investment funds, according to Lexington Partners. They believe the backdrop for the secondary market in 2024 continues to remain attractive.
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White papers
LOIM Stewardship in 2023: pushing for ambitious action
How does LOIM go about helping companies become fit for the future while supporting long-term portfolio objectives? Decarbonisation, nature and best-practice governance were foremost on our stewardship agenda in 2023. We explore this in depth in our annual report to the Financial Reporting Council, which can be accessed here.
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White papers
Diversified approach in focus
“Multi-asset investing may help access attractive bond yields while also exploring opportunities from a resilient economic outlook, in particular in European equities.”
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White papers
Regenerative agriculture: definition, implementation, and impact
Feeding a growing population in a world of increasingly scarce natural resources will require sustainable solutions, which is where regenerative agriculture could play a critical role. For investors, building and sustainably managing a globally diversified portfolio of agricultural assets can generate competitive risk-adjusted returns while providing socioeconomic and environmental ...
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White papers
Stock-Bond Correlation: Theory & Empirical Results
Stock-bond correlation is an important component of portfolio allocation. It is widely used by institutional investors to determine strategic asset allocation, and is carefully monitored by multi-asset fund managers to implement tactical asset allocation. Over the past 20 years, the correlation between stock and bond returns in the US has been negative, while it was largely positive prior to the dot-com crisis.
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White papers
Real and alternative assets in focus in the strategic asset allocation
Our 2024 CMA outlines the general attractiveness of real and alternative assets compared to listed assets and confirms good opportunities in terms of risk/return profiles. The attractiveness of these assets is linked to the remuneration for the liquidity risk exposure.
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White papers
PEI Secondaries Roundtable: Private Markets’ Most Undercapitalized Asset Class
In a roundtable conducted by PEI, Ben Perl and other market leaders discuss the growth potential and opportunity set within the secondaries space, while also commenting on the issue of limited liquid capital available.