Helping investors find alpha amid crowded markets

This month’s most thought-provoking pieces have been selected to help investors develop what is arguably the most crucial quality for an allocator today: an information edge. Developing a unique perspective on markets and economies can help investors find the purest form of returns more efficiently. Explore the insights below.

Is AI A Game Changer For Analysts? (Refinitiv)

Traditionally, equity research analysts spend a considerable amount of time reading company reports, news articles, and other sources of information to gather data.

Trade Finance: A Portfolio Staple? (Allianz Global Investors)

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

The asset class’s versatility makes it an attractive choice for institutional investors – ranging from public and private pension funds to family offices and insurers.

Recalibrating Emerging Markets (BlackRock)

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

Beyond China, many EM could stand to benefit from shifting trends, some of which are explored in-depth in this report.

A Framework For Evaluating The Just Transition (MFS)

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

Just Energy Transitions Partnerships are emerging initiatives aimed at bridging the gap between developed and developing nations in moving towards clean energy.

Potential Opportunities In Significant Risk Transfer (M&G Investments)

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

What is a Significant Risk Transfer (SRT) transaction and why is this market important for global allocators?

Opportunities To Buy Resilient Logistics Assets (Macquarie Asset Management)

Demand for logistics space is growing rapidly as a confluence of global trends converge. These include rising ecommerce sales and geopolitical reshoring of manufacturing.

An Unprecedented Situation In Global Equity Markets (Natixis IM)

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

For investors, opportunities may arise with defensive sectors and value stocks narrowing the gap moving forward.

How To Stay Safe In The Debt Implosion (Elliott Wave International)

The world’s debt cycle is approaching a new stage. Change is already underway. How can investors navigate the upcoming restructuring of the global debt?

The World’s Largest 500 Asset Managers (Thinking Ahead Institute)

A detail report on the world’s largest 500 asset managers, diving into their AUM growth and asset allocations.

Buy-outs, Buy-ins and Longevity Hedging – H1 2023 (Hymans Robertson)

As pension schemes’ funding levels have sharply improved and the market has become busy, many schemes have been reassessing their endgame plans.