All White papers articles – Page 7
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White papers
Near-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
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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.
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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.
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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.
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White papers
EM Local Debt: Is the EM-U.S. Disconnect an Overlooked Opportunity?
Emerging markets have become increasingly out of sync with the U.S. in terms of inflation and economic growth. Markets are ignoring the disconnect, which could spell an opportunity for investors.
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White papers
Four Themes Emerging in Life Insurers’ Asset Allocations
Life insurers are continuing to move toward less liquid securities—which provide the potential for yield enhancement—while simultaneously de-risking from a credit perspective.
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White papers
Equity rally shifts to Emerging Markets
“Emerging markets offer opportunities in regions such as Asia, led by strong economic growth, domestic demand and favourable geopolitics.”
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White papers
Biodiversity Equity, Interim Report, 2023-4
In the latest report from our Biodiversity Equity team we consider the ‘secret sauce’ that goes into picking biodiversity champions. Is it always the most obvious names that make the grade?
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White papers
Engagement case study: Goodyear
In recognising the significant climate upstream risk in purchased goods and services, including rubber procurement, we engaged with Goodyear on how this would affect its climate impact and ability to meet its targets.
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White papers
How are UK asset owners repositioning fixed income portfolios?
We surveyed 100 fixed income asset allocation decision makers at public and private pension schemes, OCIOs, insurers, endowments and foundations between February and March 2024. We captured their thoughts on a range of topics including the fixed income market environment, intentions and attitudes to credit markets and to emerging market debt, plus thoughts on active management.
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White papers
Fixed Income Horizons Survey 2024
The Capital Group 2024 Fixed Income Horizons Survey captures the views of 100 UK asset owners, including pension funds, OCIO providers, insurers, endowments and foundations. The quantitative survey was conducted by CoreData Group during February and March 2024. This report also includes insights from a series of in-depth qualitative interviews with senior investment leaders at UK asset owners. The questions were focused on respondents’ asset allocation views and attitudes to different areas of fixed income markets.
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White papers
Investing in a digital tomorrow: Gaining technology-agnostic exposure to technology megatrends
Digital infrastructure such as data centers, fiber networks and mobile towers provide the backbone that supports many of the technological innovations that are happening. A few years ago, these investments only accounted for a small portion of the global infrastructure deal flow. They have now grown into one of the largest infrastructure sub-sectors, with over USD 600 billion of investments in the last 4 years
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White papers
Why Almanac Prefers Real Estate Platforms
In this interview Wouter Klijn from i3 (Australian institutional publication) speaks with Matthew Kaplan and Justin J. Hakimian. They discuss how when investing in real estate, you can’t take people and their motivations out of the equation.
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White papers
The Equity Breakdown: Parsing the Key Debate in Five Sectors
Five of our senior equity analysts weigh in on the crucial conversation in each of their sectors.
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White papers
The Structural Trends, Whoever Wins
Positioning for geopolitical shocks or election results is difficult, but we think the resulting structural trends are easier to identify and prepare for.
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White papers
Silver: where beauty meets conductivity
Long prized for its aesthetic qualities, silver is also highly malleable and durable, and it is an excellent conductor. Growing use in industrial applications is fueling demand for this precious metal as the energy transition progresses.
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White papers
Megatrends: Transformative technology
Artificial intelligence (AI), specifically generative AI (GenAI), is poised to affect virtually every sector of the global economy and transform the workforce.
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White papers
Deconstructing Opportunities in IG Credit
Amid narrow spreads, a focus on sector and credit research and a willingness to take tactical positions could help to capitalize on potential dislocations across the U.S. investment grade credit universe.
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White papers
360°, Q2 2024: Can strong technicals lead to stronger fundamentals?
2024 has, so far, been broadly defined by idiosyncratic events, volatility and dispersion. For that reason, in our latest 360° report, our credit team emphasise the importance of credit selection from here.
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White papers
Making the most of your cash: demystifying the money markets
As a key beneficiary of the current economic backdrop, money market funds can provide a low-cost way to earn a return on cash. In this paper, we outline what the money markets are, how to access them and why investors should consider using them to make the most of their cash.