Latest Asset Class Reports -3 – Page 3
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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 Reports
Private 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 Reports
Private 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 Reports
Equities – 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 Reports
Asset 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 Reports
Fixed 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 Reports
Fixed income: Transition plans and green bonds
Should companies publish climate plans before they can issue green bonds?
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Asset Class Reports
Asset 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 Reports
Equities – 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 Reports
Equities – 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 Reports
Equities – 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 Reports
Private 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 Reports
Private 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 Reports
Private markets: Venture capital investment beyond Sillicon Valley
A golden age of innovation opens opportunities for investors
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Asset Class Reports
Private markets: Pension funds review private equity as allocations hit targets
Lower equity and fixed income values see pension funds off-load their exposure to illiquid assets
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Asset Class Reports
Private 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 Reports
Private markets: Insurance risk seeks capital
Lloyd’s of London is looking to attract institutional capital to back its new insurance securitisation platform
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Asset Class Reports
Emerging market debt report
This year has seen hefty losses on the main emerging market debt indices, in both hard and local currency denominated bonds. Investors are left assessing whether these price moves are justified. Or has the market overreacted to US rate rises and the war in Ukraine, leaving markets as a whole underpriced?
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Asset Class Reports
Emerging market debt: managers face choppy waters
Some see opportunities as investors have exited the asset class but emerging economies continue to face divergent trajectories
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Asset Class Reports
Emerging market debt: China government bonds
The outlook for Chinese government debt is looking less attractive