Industry Voice
Industry Voice: Secular outlook takeaways - escalating disruption
The Covid-19 shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
Partner Insight: The role of secure income assets post-Covid-19
Stuart Hitchcock, Calum Macphail and Amie Stow of LGIM discuss opportunities for investors in private funding, filling a gap left by the decline in bank lending
Partner Insight: Capping more than costs?
Newton’s Catherine Doyle explains why a further reduction in the defined contribution charge cap could be detrimental to members’ outcomes
Partner Insight: Does high yield make sense for UK pension funds?
MFS’s James Lindsay explains the opportunity and challenges in high yield
Partner Insight: Why pension funds are considering indexing for sustainable investing
Manuela Sperandeo of iShares explains the advantages of sustainable indexing
Industry Voice: Credit research looms large in the era of Covid-19
In the wake of severe credit-market dislocations earlier this year, Wellington Management’s Mahmoud El-Shaer shares his thoughts on the growing importance of credit research in a still-uncertain environment.
Industry Voice: Sustainability in bond markets amid Covid-19 - ESG in focus
Is this health crisis turned economic shock the ESG inflection point that markets needed? In this Q&A, we discuss the outlook for ESG and PIMCO’s approach to sustainable investing.
Industry Voice: Conviction edges up for emerging-market credit
In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.
Industry Voice: When coupons are king: the case for global high-yield credit
High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.
Industry Voice: Don't let short-term concerns cloud your long-term view
Two big themes are preoccupying investors right now: risk and recovery. Here Alastair Greenlees, senior investment strategist at Kempen, gives us the latest update on the economic impact of the Coronavirus. In it he argues that while short term fluctuations can be concerning, it’s important to keep an eye on the longer-term.
Industry Voice: Long-term value opening up in leveraged credit markets
In this paper, the Eaton Vance Multi-Asset Credit team looks at how recent price dislocations have affected the outlook for longer-term value across credit markets.
Industry Voice: QMA looks at capital market assumptions for the final quarter of 2019
QMA’s Global Multi-Asset Solutions Group shares their ten-year capital market assumptions for the fourth quarter of 2019.
Partner Insight: Aviva Investors' 2019 Real Asset Study shows the growing importance of ESG
In our 2019 Real Asset Study, we spoke to 500 investment decision-makers across Europe, representing over €600 billion in assets under management. One undeniable trend highlighted in the study is the growing influence of environmental, social and governance...
Industry Voice Video: Climate call to action
In 2018 we wrote a letter, supported by 60 asset managers and owners, urging the oil industry to take more action on climate change. What was the outcome?
Industry Voice Video: The value of active engagement
Why we believe that actively engaging with companies can lead to better investment outcomes.
Q&A with QMA - Rethinking ESG Investing: Core-Satellite Framework
ESG (environmental, social, governance) investing has evolved considerably over the last two decades, from simple stock-exclusion strategies to more specialized thematic, engagement and impact-oriented solutions. Despite this strategic evolution, we believe...
Industry Voice: Gaining a trading edge in emerging-markets debt
In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.
Industry Voice: Economic policy or economic growth? What matters most for sovereign bond quality and performance? See Eaton Vance's latest report
In this paper, Marshall Stocker, Ph.D, CFA, explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults, paying particular attention to the determinant role that economic policy plays.
