Find out what role fixed income can play in a world where long-held assumptions are being challenged inside our latest Special Report.
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Risk-free rates and the cost of capital lifted sharply in 2023, pressuring commercial property pricing and transactions across most markets. However, selective opportunities are now emerging in private markets, including in the logistics sector.
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Robeco
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- 04 Mar 2024|
- Paper|
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14 Pages
In 2023, while general markets experienced upswings, some segments saw declines. Here we offer some observations on 2023, armed with the wisdom of hindsight, as well as some foresight on the factors likely to impact thematic developments in 2024.
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What should be considered gateway markets and core property types today? The investing universe and real estate markets have evolved dramatically over the last few decades. See the list of markets that now rank highly as gateways and which once-niche sectors could be labeled core property types under our proposed definitions…
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Nuveen
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- 14 Feb 2024|
- Paper|
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14 Pages
2023 was characterized by several key themes in the capital markets: the U.S. Federal Reserve’s battle against inflation; the resulting impact on issuers of higher-for-longer interest rates; a much slower pace of merger and acquisition activity as buyers and sellers dealt with mounting borrowing costs, valuation…
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During the last few years, many U.S. pensions have become fully funded for the first time since 2008. With the widespread adoption of liability driven investing (LDI), bonds now represent a majority of pension assets. With the use of more hedging and less equity risk, pension plan surpluses are likely to persist. This paper…
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Franklin Templeton Institute is pleased to share our 2024 private markets outlook, which reflects the independent research and analysis of the Institute, and insights from our specialist investment managers. Inside, we review the current landscape and what we see as the best opportunities for each asset class in the year…
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As one of the most anticipated surveys in the industry each year, the Trackinsight Global ETF survey, co-sponsored by J.P Morgan and State Street, provides a deep understanding of how professional investors and fund selectors are leveraging ETFs. Join Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management,…
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What marks out companies set to flourish in the years ahead? Partner Tim Garratt highlights three characteristics – real-world problem solving, financial discipline and adaptability – in the latest episode of Short Briefings on Long Term Thinking
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Invesco
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- 29 Feb 2024|
- Paper|
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14 Pages
The strength of the US economy, receding recession risks and the start of the US Federal Reserve rate cutting cycle are in focus this month.
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What impact will shorter US equity settlement cycles (from two days after trade date, to one day) have on financial market activities and indices?
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The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). These geographies now stand at US$55.7 trillion in pension assets and account for 69% of the GDP of these economies. The study, conducted by WTW and the Thinking Ahead Institute since the 1990s, includes an…
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Published in February 2024, the team at Antares Capital discuss five key themes likely to affect private credit markets for 2024 and beyond.
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The financial resources, risk aversions, constraints, and objectives of participants in defined contribution plans are as varied as the people themselves. Because there is no uniform path to financial wellness for such a diverse population, plan sponsors should offer their participants a spectrum of solutions.
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Amundi
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- 21 Feb 2024|
- Academic|
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44 Pages
In this paper, we aim to understand institutional investors’ approach to responsible investing, which has become an important consideration in many investors’ portfolio management decisions.
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We have pared back our expectations for a US recession until later in the year. However, the Active Fixed Income team continues to question whether inflation really is yesterday’s problem.
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Do regimes exist in reality or just in hindsight? Can one reliably profit from correctly identifying them and if so, how?
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Our experts draw economic parallels between today’s China and 1980s Japan and assess how China may fare better or worse than Japan on various fronts.
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Radical reform is required to ensure DC pensioners stay on course to achieve the retirement lifestyle that meets their aspirations. For schemes to support members, the industry will need to raise contribution levels and ensure that savings are managed to deliver the best possible outcomes.
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Private credit – specifically middle market, sponsor-backed direct lending – looks uniquely positioned to weather the future storm thanks to a number of supportive structural factors.
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