Forward-Looking Research from October

What are investors looking for in today's macro environment?

This collection of timely insights brings investors essential information about critical developments happening in the background of what is currently covered by the financial press. These include analyses on the progress towards a greener economy, the state of the logistics sector, and the case for floating rate loans.

Investment Insights: The Case For Floating Rate (New York Life Investments)

In today’s market, the overwhelming majority of loans coming to market are cov-lite. In fact, close to 90% of the floating rate loan market does not have maintenance covenants.

Investing In The Green Economy: New Growth (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

The green economy is maturing and diversifying: green companies are becoming larger and more investable.

Elevating Client Reporting: A Benchmark Survey For Smarter Options (Kurtosys)

The need to share transparent and accurate data with clients is mounting – and the need for smarter reporting solutions is an ongoing topic in investment management.

The Case for Non-Predictive Decision Making (Mawer IM)

Market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. But why?

Institutional Investor Study 2023 (Schroders)

Schroders annual Institutional Investor Study analyses the investment perspectives of 770 global institutional allocators on a range of crucial topics.

Opportunities To Buy Resilient Logistics Assets (Macquarie Asset Management)

Logistics is a simple business at its core – efficiently distributing goods to households, retailers and businesses.

Q4 2023 Equity Market Observations (Intech)

For compliance reasons, this paper is only accessible in certain geographies

Are mega-cap stocks no longer dominating the market? If yes, then what is causing this shift? Find out the answer in this video.

Three Climate Change Scenarios (Baillie Gifford)

For compliance reasons, this paper is only accessible in certain geographies

The climate and energy transition introduces big change, massive uncertainty and high complexity. Can investors accurately anticipate how these changes will develop?