All Asset Class Reports articles – Page 5
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Asset Class Reports
Emerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
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Asset Class Reports
Portfolio strategy – Emerging markets
It is no secret that while investments in emerging markets promise to deliver superior returns, thanks to their exposure to faster-growing economies, actual performance has been volatile and, at times, disappointing. Over the past decade, emerging market indices have outperformed, as have fund strategies.
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Asset Class Reports
Emerging markets: Investors stay positive on Chinese investments
Many Western investors are staying put in China. But Russia’s invasion of Ukraine has given them pause over what might change their stance
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Asset Class Reports
Credit: Investors cautious over Ukraine war
Despite geopolitical tensions, inflation and rising costs, private debt market remains optimistic after a record 2021
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Asset Class Reports
Credit: EU raises the green bond stakes
The EU is considering making its Green Bond Standard mandatory
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Asset Class Reports
Credit: Anthropocene fixed income
Former credit portfolio manager Ulf Erlandsson is on a mission to shake up the bond markets’ climate-change credentials
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Asset Class Reports
Portfolio Strategy – Inflation: A new regime
CIOs and asset allocators discuss the effect of inflation on portfolios
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Asset Class Reports
Portfolio Strategy - Hedge Funds: Juggling the ESG imperative
ESG has the power to transform, but do hedge funds have the drive, data and determination to fit sustainability into their investment process?
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Asset Class Reports
Portfolio strategy – Hedge funds: macro bets on
Global macro funds should do better in the current market environment – but not all will thrive and investor due diligence will be key
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Asset Class Reports
Portfolio Strategy – Fixed income report
As the earnings season gets under way in early January, we look at 2021’s bumper level of bank debt issuance, in particular from Bank of America, JP Morgan and Citigroup, which have all recorded big increases in deposits. Banks look set to benefit from rising rates this year, but also from their historically large capital buffers, diverse funding levels and central bank liquidity backstops and offer attractive valuations.
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Asset Class Reports
The green bond imperative
A deepening pool of green bond issuance is allowing investors to direct capital towards objectives like energy transition
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Asset Class Reports
US banks lead a boom in debt issuance
Capital requirements and locking in cheap funding have prompted banks to issue more bonds, but Europe lags behind
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Asset Class Reports
ABS stages a comeback
‘Punitive’ regulations and onerous policies in the wake of the financial crisis saw the ABS market shrink dramatically. But complexity and an illiquidity premium offer opportunities for pension funds
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Asset Class Reports
Tech: Uncertain future as FAANG stocks mature
Innovative tech giants deliver many societal benefits, but concerns over personal data misuse and market power abuse could elicit regulatory responses that inadvertently stifle innovation
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Asset Class Reports
The end of social media as we know it?
Increased scrutiny of the power of Facebook, Twitter and Google to influence public opinion may force shareholders to make some uncomfortable decisions
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Asset Class Reports
Asset class report – Equities: focus on tech and social media
Oh MAAAN! FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) are definitely due a rebrand now Facebook has restyled itself as Meta Platforms, Inc. While a rebrand can refresh perceptions, Facebook’s underlying business issues look more intractable, posing questions for long-term investors. We look at two topics in our equities report: how big tech companies are maturing, and how social media companies’ activities are dividing investor opinions.
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Asset Class Reports
Co-investment: A capital idea
Co-investment can offer attractive deals to private equity investors but considerable funds are needed to access these opportunities
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Asset Class Reports
Asset class report – Private equity
Co-investment in private equity is easier said than done: we look at what it takes to be a successful co-investor. We also look at Africa where there are an array of opportunities for investors
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Asset Class Reports
Creating impact in Africa
Companies in Africa traditionally look to private equity to raise capital, providing vast opportunities to PE investors
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Asset Class Reports
Emerging market debt report
Our opening article in this report looks at emerging market private credit. In EMs there is a $100bn corporate funding gap with 90% of lending through banks. But we find EMD managers broadly cautious overall, particularly on China, with interviews conducted before the Evergrande story broke. Lastly, we look at Latin America, where investors encounter populism and social unrest but sustainability bond issuance is booming.