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Captivating Reads: The Latest Investment Thinking

  • ,  Senior Investment Writer |
  • 29 Jul 2022
  • Updated 01 Aug 2022
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Thought Leadership, and a Cautious Look Ahead…

At a time like this, many investors will be asking themselves – what are my options? Where are the opportunities and what are the risks? This selection contains no crystal balls, but plenty of intellectual nourishment as you consider those options.

Beware the Hidden Costs of Indexing (Dimensional Fund Advisors)

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

With index investing having grown significantly, this study explores the impact of index reconstitution and the potential costs that investors may face from following an index.

Finding Opportunities in Real Estate (MetLife IM)

Challenged by the pandemic, real estate is now receiving admiring glances from those seeking a hedge against inflation. Underlying sector opportunities are analysed in this paper.

A Pit Stop on Your Pension De-risking Journey (Insight Investment)

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

With many pension plan funding statuses having improved, intermediate investments in high yield and convertible bonds may offer an advantageous pitstop on the de-risking journey.

2022 Midyear Outlook: Back to a Volatile Future (BlackRock)

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

Steady growth and inflation have been replaced by volatility and higher risk premia. We may have to live with elevated inflation, and accept uncertainty by being nimble and tactical.

5 Burning Questions Give Investors Insight (SSGA | SPDR)

For compliance reasons, this paper is only accessible in the United States and Canada

After a bruising year so far, and taking a cautious look ahead to the remainder of 2022, five key questions are tackled to signpost whether we are in line for a rebound, or not.

Video: The 20-Year Growth of Environmental Markets (Impax Asset Management)

The breadth and scope of environmental markets has evolved significantly over the last two decades. Speakers cover the origins, evolution, recent updates, and future of the market.

A New Regulatory Landscape: Five things to know about SFDR (Candriam, 2022)

For compliance reasons, this paper is only accessible in the UK & Europe

With a focus on SFDR and the EU Taxonomy, this paper highlights five key points to help investors navigate the evolving regulatory landscape for sustainable investing in Europe.


SPECIAL REPORT


Real Estate: A resilient inflation hedge (Special Report, 2022)

This Special Report reviews the global real estate market, discussing how the sector is expected to respond to the current economic environment, and where opportunities may lie.