All White papers articles – Page 14
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White papersInvestors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papersInflation and Consumer Sentiment
U.S. consumer sentiment has defied predictions of excess savings running dry, but do hotter inflation data pose a risk?
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White papers2024 Macro Outlook
Resilient growth and falling rates make for an encouraging Macro Outlook. Our latest Macro Outlook provides a credible and encouraging basis for investing in real assets in 2024 and beyond.
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White papersStrategic Asset Allocation: Balancing Art and Science
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Ruth Farrugia, Global Head of Insurance Asset Management at MIM, to discuss strategic asset management for Insurance Companies.
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White papersCommercial Real Estate: The Lure of Late-Cycle Lending
Investors who paint commercial real estate with a broad brush may be missing out, particularly at this point in the cycle.
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White papersEuropean Sovereign Debt: Is the Periphery a Problem?
Sovereign debt levels soared during the pandemic, and countries at the eurozone’s periphery may look high risk. But appearances can be deceptive.
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White papersInspiring innovation: private equity’s role in developing environmental technology
Increased global commitment to climate goals presents an attractive opportunity for investors, especially in private markets.
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White papersDemystifying co-investment
Why co-investment is an attractive alternative to traditional private equity vehicles.
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White papersPrivate assets for the masses: An interview with PEI on the democratization of private equity
The democratization of private equity continues to be a hot-button issue. What were the biggest developments over the last 12 months?
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White papersPrimonial REIM Real Estate Convictions - Q4
After a slow year in 2023, 2024 will be a year of many challenges: challenges that are at the same time democratic, geopolitical, economic and financial. The most striking aspect will be the 2 billion human beings who will go to the polls during the year in 70 countries, including the United States, the European Union, India and the United Kingdom, thus redefining the balance of power.
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White papersConsider This: Canals are becoming chokepoints
The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.
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White papersDare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
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White papersMeasuring climate alignment, one temperature at a time
Decarbonisation investment strategies cover many realities on the market as building a portfolio of companies targeting net zero requires specialist analysis while lacking industry standards. What temperature alignment method does LOIM use to differentiate between companies that are on ambitious and credible decarbonisation trajectories and those that are climate laggards?
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White papersWinds of change: Refining the fixed income playbook for 2024
Christy Tan, Investment Strategist at Franklin Templeton Institute explores frameworks that assess the risks and opportunities in different investment pathways, encouraging the building of portfolios oriented around agility, resilience, and growth while navigating the uncertainties and opportunities in global fixed income landscape.
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White papersGateway Markets and Core Property Types: Not What They Used to Be
Two commonly used categorizations of commercial real estate investing that emerged or became formalized in the late 1980s and early 1990s include “gateway markets” and “core property types.” They largely help institutional investors like pensions and sovereign wealth funds to understand the types of investments that could have the best liquidity, transparency and expected stable returns.
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White papersFive insights on institutional investors’ approach to Responsible Investments
There is a wide variation between investors in terms of the degree to which responsible investing and ESG considerations are integrated into investment approaches. Geography is a key factor of differentiation, as the degree of social norms in a country influences local investors’ focus on responsible investment. As an illustration, institutional investors in Europe have a relatively high sensitivity to sustainability investing, while the situation is more heterogeneous in the US, where the debate on ESG matters is politically tainted.
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White papersCredit markets in focus in 2024
In what turned out to be another volatile year, credit markets remained resilient in 2023, posting both positive excess and total returns. Looking at 2024, there is room for more optimism in the credit space, with expectations for strong total returns and continued demand from investors seeking high-quality duration and longer-maturity investment solutions, supported by anticipated interest rate cuts by major central banks.
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White papersThe bulls are in control
As equity markets continue to rally, our investment team explains why investors should be looking beyond the headline-making names for greater returns.
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White papersCommodities of the future: the metals vital to energy transition
When investors consider metals exposure in their portfolios, they might once have focused on gold, silver and platinum. Today, more common metals are becoming increasingly important because they will play a vital role in the energy transition.
