All Asset Class Reports articles – Page 4
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Asset Class ReportsEmerging market equities – India’s dancing elephant in the room
Despite challenges with corporate governance and corruption, the prospects for India are too bright to ignore for investors
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Asset Class ReportsEmerging market equities – Slow progress on corporate governance
Equity investors see improvements in corporate governance in emerging markets, but alignment between shareholders, management and owners remains critical
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Asset Class ReportsEmerging market equities – Investors watch as China corrects course
The Chinese government has managed to restart the economy post-COVID, but investors are cautious
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Asset Class ReportsPortfolio strategy – Private debt
The rise in interest rates and inflation throughout 2022 brought traditional fixed-income assets back into focus for investors. The threat of a recession, the pressure on investors to maintain liquidity in portfolios and the ‘denominator effect’, which sees investors over-allocated to unlisted assets after a torrid 2022 for listed equities and bonds, are all facts that would suggest that private debt markets will suffer. However, investors are still backing experienced private debt managers and allocations to the asset class are forecast to grow further in the medium term.
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Asset Class ReportsPrivate debt: Sustainable lending set for comeback
Issuance of sustainability-linked paper took a hit in 2022, but managers are now introducing ESG KPIs to incentivise borrowers
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Asset Class ReportsPrivate debt: Managers take back control
Steady demand for private credit puts lenders in a strong position to negotiate beneficial terms, but discipline in lending remains crucial
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Asset Class Reports
Private debt: European markets try to power ahead
Private debt in Europe is still feeling the impact of the war in Ukraine and the surge in inflation, but there are reasons for optimism
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Asset Class ReportsPrivate debt: Leases make plane sense after COVID
With plenty of pent-up demand for air travel, aeroplane operating leases may be an attractive investment option
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Asset Class ReportsEquities – Thematic funds tap into future trends
Themes have long captured the imagination of retail investors. Now institutions are showing interest, despite the lack of clear definitions
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Asset Class ReportsFixed income: Paradigm shift for investors
Credit is looking more attractive on a risk/reward basis for new investment, but the factors that led to the 2022 volatility have not disappeared
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Asset Class ReportsFixed income: Transition plans and green bonds
Should companies publish climate plans before they can issue green bonds?
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Asset Class ReportsAsset class report – Fixed income
Last year was the worst in recent decades for both government bonds and credit, with portfolio returns worse than most professionals have experienced in their careers. But is the tide finally shifting as inflation starts to moderate and terminal policy rates are in sight? In any case, geopolitical risks and inflation are not set to go away, and recession will inevitably take a toll on corporate issuers.
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Asset Class ReportsEquities – Factor investment strategies return to favour
After a few years of poor returns from factor investing, investors are again showing interest – but with more realistic expectations
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Asset Class ReportsEquities – Investing in the midst of Europe’s gloom
Healthcare and luxury brands are two sectors with potential to stand out in an otherwise gloomy macro environment
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Asset Class ReportsEquities – Is tracking error key to carbon reduction?
Passive investors may have to rethink their tracking error limits in the net-zero environment
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Asset Class ReportsAsset class report – Equities
Factor investment strategies were once the ‘new black’ - scientific, quant driven approaches that could deliver the ‘smart beta’ nirvana of lower volatility returns and optimised exposure to robust return premia from small cap, value and quality stocks. Pundits always warned adopters that not all factors would perform all of the time - and indeed they didn’t. But investors are taking a fresh look at factor strategies now the extended spell of outperformance of growth stocks has passed, and value has reasserted itself.
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Asset Class ReportsPrivate markets report
Our report looks at the impact of economic uncertainty on private debt strategies and on venture capital. We focus on the rising role of pension funds in the private equity secondaries market. We explain in detail what ‘tokenisation’ of private assets is and how it could change this market for institutional investors.
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Asset Class ReportsPrivate markets: Is tokenisation a good idea?
Digital tokens are being promoted as a way for small investors to access private assets
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Asset Class ReportsPrivate markets: Private debt investors stand their ground
Despite the likely rise in corporate default rates, private debt is expected to deliver for investors
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Asset Class ReportsPrivate markets: Insurance risk seeks capital
Lloyd’s of London is looking to attract institutional capital to back its new insurance securitisation platform
