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Thought-Provoking Insights from February

  • ,  Senior Investment Writer |
  • 21 Feb 2024
  • Updated 01 Mar 2024

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Top insight from this month

This year will be pivotal for the global economy. Seventy-six countries hold elections, deciding the economic and political fate of around 4.4 billion people. As ever, investors will continue to explore novel ways to generate alpha against an unpredictable background. Read the latest insights from institutional asset managers on these crucial themes affecting the coming year and beyond.

The Hare And The Tortoise: Passive’s Potential In Bonds (S&P Dow Jones Indices)

The choice between active and passive exposures is relatively newer to the fixed income markets than to stock markets. However, investors are eager to explore it.

U.S. Real Estate Market Outlook – Lifting Fog (MetLife Investment Management)

Is 2024 really that bad of a year for U.S. commercial real estate? The outlook may be more positive than what the data shows.

Global Investment Outlook 2024 (Northern Trust Asset Management)

The authors of this paper expect inflation and economic growth to decelerate in the year ahead. Where can allocators find the right opportunities in this environment?

Infrastructure Debt – Financing A Sustainable Future (BNP Paribas AM)

Infrastructure debt helps finance essential assets and services that benefit from high barriers to entry, has predictable cash flows, and strong contractual frameworks.

U.S. Real Estate: There’s No Place Like Home (First Eagle Investments)

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

Supply and demand dynamics in the U.S. residential real estate market are likely to support durable investment opportunities in real estate specialty lending.

The Road Ahead: Regime-Based Investing (Man Group)

Many investment strategies revolve around some concept of dividing time. This paper asks: what if investors divide their strategies by regimes instead?

Active Insights: Inflation – Out Of The Woods Yet? (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

This paper explores a number of important and timely topics, such as the potential need for greater portfolio diversification in the current environment.

Four Things To Watch Ahead Of The U.S. Elections (Capital Group)

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

This is the biggest election year in world history. Seventy-six countries—home to roughly 4.4 billion people—will hold political contests in 2024.