All White papers articles – Page 4

  • NB2
    White papers

    Higher for Longer: The CIOs’ Weigh In

    2024-07-04T16:40:00Z By Neuberger Berman

    While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.Midway through 2024, it’s pretty clear what the story of the year has been so far: stickier inflation and higher rates for longer than many investors wanted or expected.

  • socialinfra-main-banner-2024-1600x500
    White papers

    Measuring impact and driving change in real estate

    2024-07-04T16:24:00Z By Franklin Templeton

    Welcome to the fifth Annual Impact Report of the Franklin Templeton Social Infrastructure Strategy

  • NB 1
    White papers

    ESG Momentum in Non-Investment Grade Credit

    2024-07-04T16:02:00Z By Neuberger Berman

    Issuers are facing an increasingly high bar in relation to environmental, social and governance standards. Our recent panel discussion provided ideas on setting goals and working toward achieving them.

  • Human-Robot
    White papers

    Human-Robot Interactions in Investment Decisions

    2024-07-04T14:06:00Z By Amundi

    We study the introduction of robo-advising on a large set of Employee Saving Plans. Differently from many services that fully automate portfolio decisions, our robo-advisor proposes investment and rebalancing strategies, leaving investors free to follow or ignore them. 

  • M & G
    White papers

    Meeting the capital challenge within impact growth equity

    2024-07-04T13:57:00Z By M&G Investments

    Private equity investors increasingly are seeking to make a positive impact with their investments. However, for the businesses involved, the reduction in availability of late-stage funding is proving a serious obstacle.

  • GettyImages-1225175111_1208x604
    White papers

    Elections 101: Could the dust be settling favourably for emerging market equities?

    2024-07-04T13:18:00Z By M&G Investments

    In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.

  • tropical-coastline-and-sunrise
    White papers

    ESG Viewpoint: Nature Positive commitments: separating the green from greenwash

    2024-07-04T13:08:00Z By Columbia Threadneedle Investments

    Over 1,400 companies are calling on governments to adopt policies to reach Nature Positive by 2030. 95 British businesses have signed up to a collective goal to be Nature Positive by 2030, and a third of the global mining industry has committed to reach Nature Positive by 2030 through the International Council on Mining and Metals (ICMM)123.

  • axa-im-investment-institute-landscape-g1990343948
    White papers

    US high yield: Broader financing options soften impact of higher rates

    2024-07-04T11:43:00Z By AXA Investment Managers

    Heading into 2023, the consensus narrative appeared set. The Federal Reserve had embarked on an aggressive interest rate hiking cycle to combat spiralling inflation. A US recession was expected to follow, as household excess savings built up during the pandemic were exhausted and corporate borrowing conditions tightened dramatically after the benign post-global financial crisis era of low interest rates.

  • axa-im-investment-institute-technology-g1479965309 (1)
    White papers

    US cements itself as the global centre of tech innovation

    2024-07-04T11:40:00Z By AXA Investment Managers

    The US technology sector’s vigour is showing no signs of abating given 2023’s superior performance has firmly spilled into 2024. Last year the Nasdaq delivered a total return of 45% and 2024 quickly witnessed the tech-heavy index hit new highs bolstered by excitement around the tech sector, while the wider S&P 500 also reached a fresh peak.

  • ab
    White papers

    Why Allocate to Private Credit in Your DC Pension Plan?

    2024-07-04T11:15:00Z By AllianceBernstein

    Saving for a pension isn’t getting any easier. But allocations to private assets—such as private credit—could help. It’s getting harder for UK defined contribution (DC) savers to accumulate realistic amounts of capital for their retirement.Prospective real returns from most asset classes look unlikely to match those of recent years. And the cost-of-living crisis is making it tougher for savers to maintain their current pension contributions, let alone increase them in future. How can DC savers get ahead?

  • Amundi
    White papers

    Global Investment Views - July 2024

    2024-07-04T10:20:00Z By Amundi

    Inflation trends, central banks and geopolitics to drive markets

  • The path to building an efficient private debt portfolio
    White papers

    The path to building an efficient private debt portfolio

    2024-07-03T15:57:00Z By Klarphos

    The private debt market has grown significantly over the past decade and has become an increasingly important allocation for pension portfolios. This development has increased the complexity of portfolio construction. Klarphos, an alternative asset manager specialising in customised portfolio solutions for institutional clients, manages appx. €2.5 billion in total assets, of which more than half reside in private debt. In this interview, we examine how pension funds can strike a balance between maximising returns and effectively managing risk by using private debt as an all-weather solution.

  • couple-walking
    White papers

    A fine time to lock in higher bond yields

    2024-07-03T14:49:00Z By Columbia Threadneedle Investments

    Thinking about duration in investment grade credit hasn’t been top of clients’ minds in recent years – with good reason. Bond yields have been exceptionally low, with the Sterling five-year corporate bond yield falling from around 4% in the middle of the previous decade to almost 1.5% by the end of 2020.

  • AB
    White papers

    Global Macro Outlook: Third Quarter 2024

    2024-07-03T11:15:00Z By AllianceBernstein

    There’s more evidence that growth is slowing, but it appears manageable and unlikely to lead to recession. While rate cuts have begun outside the US, we expect the Fed to follow suit by December. Political developments, especially the election cycle, are now coming into frame. 

  • image
    White papers

    Equity Outlook: Making Way for the Magnificent Others

    2024-07-02T11:15:00Z By AllianceBernstein

    Despite narrow market concentration, we see opportunities in high-quality stocks that haven’t yet been rewarded. Global stocks posted healthy gains in the first half of 2024, although second-quarter performance moderated from the previous quarter’s breakneck pace. With inflation still sticky and equity returns concentrated, the time may be right for investors to broaden their horizons.

  • Income is in
    White papers

    Income is in

    2024-07-01T16:09:00Z By Schroders

    For the first time in a long time, investors can earn attractive income in debt markets. This includes of course public fixed income, but also the spectrum of private debt/private credit, from traditional direct lending to crowded markets such as specialty finance or asset-based lending.

  • Private credit- Europe versus the US
    White papers

    Private credit: Europe versus the US

    2024-07-01T15:51:00Z By M&G Investments

    Estimates suggest the private credit market will double in value over the next 5-years. It’s attractions remain as strong as ever: potential inflation protection, diversification, potentially attractive risk-adjusted returns, and volatility reduction. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?

  • Indian bonds go global
    White papers

    Indian bonds go global

    2024-07-01T15:47:00Z By Amundi

    Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key milestone has sparked renewed interest from global investors.

  • Powering the future- the strategic role of data centres in the AI evolution in Europe
    White papers

    Powering the future: the strategic role of data centres in the AI evolution in Europe

    2024-07-01T15:47:00Z By PIMCO

    Data centre demand is surging, driven primarily by the rapid evolution of AI technologies. In PIMCO’s view, this represents a significant opportunity for investors in European data centres.

  • FABIANA_THUMB
    White papers

    In conversation with Fabiana Fedeli

    2024-07-01T15:45:00Z By M&G Investments

    An ‘optimist who plans for the worst,’ Fabiana was named one of the 100 Most Influential Women in Finance in 2022 by Financial News. Here, M&G Investments’ Chief Investment Officer for Equities, Multi-Asset and Sustainability, tells Antonia Oprita about her love for markets and why she thinks of herself as a ‘data junkie’.