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Briefing: A close look at active credit
Research suggests credit mutual funds and hedge funds are not delivering outperformance
Briefing: COVID-19 crisis shines light on private equity tech
It was five years ago that Partners Group’s disaster-recovery team began preparing for a crisis like the one that would shut down all but four of its 20 offices by the end of March.
Briefing: Europe turns Japanese
Despite the more immediate concerns of the COVID-19 pandemic, the spectre of ‘Japanisation ’ casts a dark shadow over euro-zone investment markets. It is possible that the current crisis will supercharge the pre-existing trend for Europe to follow Japan’s economic and financial experiences.
Viewpoint: Greening the recovery
The coronavirus outbreak has been a tragedy for many, a shock for us all and a crisis for economies around the globe. It has forced governments to embark on a massive experiment, slashing economic activity to limit the pandemic, sharply reducing carbon emissions and preparing for only a slow resumption ...
Viewpoint: ESG as the new normal
The recent impact of the COVID-19 virus outbreak will only accelerate ESG adoption
Viewpoint: Value investing – bruised but not broken
The structural driver of value equity stragegies remains intact, according to the founder of Research Affiliates
Guest Viewpoint: Jeremy Coller
The global shutdown is painful for almost every sector of the economy. But in some industries the real damage will begin after the pandemic ends
Long Term Matters: Learning from COVID-19
As the tide of the Second World War was turning in favour of the Allies, there was a ferment of discussion – initially bottom up – about how to build a better world when the war was over. While loved ones were fighting overseas and people at home were struggling with rationing and movement restrictions, some made the time to think about the future. The Bretton Woods Agreement, establishing fixed exchange rates, happened ten months before the war ended in Europe.
Perspective: COVID-19: Funds seek solace in the long term
COVID-19 is forcing European pension funds to put on a brave face as asset portfolios and funding ratios plummet, and regulators soften their stances.
Guard against mission creep
As the impact of the coronavirus continues to make itself felt, largely out of sight in hospitals and care homes, the parallel with today’s social, market and economic situation feels unusually apt
Perspective: Inspired actuaries form COVID-19 rapid response group
At the onset of Europe becoming the epicentre of the coronavirus crisis, there were individuals in one profession that were keen to act as quickly as possible in response to what they saw “could well be humanity’s burning platform for change”.
Emerging market equities: India & China
India and China offer a template to understand future perspectives in light of COVID-19
Fixed Income - European investment grade: No sign of end for negative yields
Negative interest rates look set for a lengthy run in Europe, raising concerns about the long-term effects
Private Equity: Finding the right metric
It is hard to compare the performance of private equity investments
Emerging Market Debt - Global View: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
Credit: In the eye of the storm
What are the prospects for the credit markets as central bank turn dovish and economic activity slows down?
