All White papers articles – Page 279
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White papers
What you need to know about the 2020 US presidential elections
The US is just three weeks away from a presidential election with potentially major repercussions for economic policy in the US and further afield. Daniel Morris, chief market strategist, and Mark Allan, US economist, review the key points.
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White papers
City of Fear? Fear of the city? Urban life and COVID-19
Fear City: A Survival Guide for Visitors to New York City was distributed to arrivals at New York City’s airports in June 1975 by police unions in dispute with city leaders about cuts in emergency services. It warned them graphically of the dangers that lay in wait in an increasingly chaotic city being abandoned by both terrified residents and disinterested politicians.
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White papers
Home and leisure in a pandemic: Girls (and boys) still want to have fun
From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.
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White papers
The compelling case for alternatives
With only modest returns – at best – forecast for global stocks and bonds, investors may look to raise their allocations to alternatives. However, here too, the options are limited.
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White papers
Where next for private equity and passive investing?
Two powerful forces have shaped the global equity landscape in recent years – passive investing and private equity (PE). A broad range of investors have turned to index-tracking funds for low-cost exposure to the broader market.
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White papers
Top 10 with… Interview with Eric Byrne on Multi-Managers Real Estate
The multi-manager real estate industry has boomed in recent years with many investors looking for new structures to gain and increase their exposure to real estate. Eric Byrne explains how the Multi-Managers Real Estate (MMRE) business navigates market changes to provide superior access to investments with attractive fee savings to clients.
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White papers
Alternatives: opportunities abound
With only modest returns – at best – forecast for global stocks and bonds, investors may look to raise their allocations to alternatives. However, here too, the options are limited.
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White papers
Why traditional balanced portfolios will not deliver attractive returns
The Covid-19 crisis turned the world on its head, creating major challenges for investors.
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White papers
How Covid-19 will reshape the world and investments
Every global shock leaves a legacy. The hyperinflation and labour unrest of the late 1970s and early 1980s, for instance, gave birth to Reaganomics and Thatcherism while the 2008 credit crisis ushered in an era of ultra-low interest rates that persists to this day.
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White papers
How might monetary policy evolve in a post-pandemic world?
Are central banks running out of ammunition to combat the next recession? In a word: no. In two words: no, but…
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White papers
A new world order: US and China battle for tech supremacy
One world, two systems? From semiconductors to artificial intelligence, China is loosening the US’s grip on the global technology industry. It is a development that investors view with a mixture of hope and trepidation.
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White papers
Asset class return forecasts: the winners of the next five years
It gives me great pleasure to introduce our 8th Secular Outlook, which explores the trends we believe will have the greatest impact on financial markets over the next five years. Readers won’t be surprised to learn that this edition has been the most difficult of the eight to produce.
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White papers
A Civil Vice Presidential Debate Has Little Impact On The Race
Vice President Mike Pence and Senator Kamala Harris met yesterday in their one and only Vice Presidential debate in Salt Lake City. This was the second most important milestone in the 2020 Presidential election, and early indications on the morning after the debate is that it did not change the trajectory of the race that has moved decisively in favor of former Vice President Biden.
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White papers
Investment View - The New Age of Financial Repression
Given the surge in government and corporate debt, policy will inevitably focus on making this load sustainable: financial repression, spearheaded by central banks, is set to reach a whole new level.
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White papers
Uneven Climb Through Recovery
Our CIOs’ Global Investment Outlook offers perspective on the investment landscape and the US elections.
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White papers
When equity becomes debt: The untapped potential of amortising-lease real estate
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
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White papers
The case for EM single country allocation post-pandemic
As businesses adjust to the new “normal,” we believe the case for international markets is, once again, strong.
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White papers
HEINEKEN case study - UK Institutional
HEINEKEN has improved the standard and transparency of its business conduct policies, increasing investor confidence.
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White papers
Green bonds alone won’t get us to Paris: we need firm-level action
A new paper by the Bank of International Settlements (BIS) argues that if we are to accelerate the decarbonisation of the economy, the focus needs to move from behaviour at the green-project level to that of individual companies.
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White papers
Flexibility and Fundamentals
The new environment of zero rates and higher credit market volatility calls for a new approach to durable income investing—one that can go anywhere, but remains anchored in bottom-up conviction.