Deborah Zurkow

What makes thematic investing an interesting investment proposition? We examine long-term investment trends of thematic equities and assess their role in a portfolio. Could they add value to your investments? https://bit.ly/3VchSdA #ThematicInvesting #Equities #ShareUBS

6

In an industry not always famed for its powers of reflection, we thought it would be interesting to look back on our views in the dark days of early August where tremors in Japan rippled powerfully through global markets. https://lnkd.in/e8YWMA3s The key point, aside from Middle Eastern tensions, was that we expected Jackson Hole to mark a sea change in terms of the US rates outlook. Looking forward, with a tightly contested US election looming in a matter of days, we continue to find Japan interesting. With a largely overlooked election last weekend yielding an unexpected result, and the most negative real interest rates amongst major markets globally, what does the future hold for Japan? This is one of the hot topics, amongst many others, that the Schroders Multi-Asset Income team will be addressing in its upcoming publications next week.

31

Great to see Berenice joining this esteemed panel to talk about the continued resilience of infrastructure debt asset class . At LBPAM , we have a 12 year track record in investing in European infrastructure debt. We look to offer full capital structure solutions for our Borrowers in the European mid market infrastructure space , one of the deepest markets globally . We offer strategies in Energy transition , Climate impact as well looking at how to invest in this expanding asset class to improve European competitiveness in this space . #LBPAM # infrastructure debt

22

Please see CIFC’s latest edition of Portfolio Intelligence

4

In a by-lined article for IFA Magazine’s special report on multi-asset, Shane O'Brien, Senior Investment Director & Head of Multi-asset & Macro Investment Specialists at Aviva Investors, tackles three key questions that are currently on investors’ minds and dominate discussions. The first is whether US equities now take too large a share of equity or multi-asset portfolios; The second considers if bonds are still a good investment and what is their place in multi-asset portfolios; And the third explores how multi-asset funds are being affected by environmental, social and governance factors. Read here: https://bit.ly/4dRKAIm #MultiAsset #USEquities #Sustainability #Bonds

3

Link below for the replay if you’re interested in our current multi asset views. We’ve been in equity friendly Recovery but higher than expected US core inflation prints, a stronger than expected economy and tensions in the Middle East are moving our Investment Clock rapidly towards Overheat. We’re long commodities and short bonds. We’re still long equities but stock markets could enter trickier territory over the summer.

31

What justifies a positive view of #USequities despite rich valuations? Explore the latest monthly snapshot of our Multi-Asset Team’s #assetclassviews to find out more. #insuranceassetmanagementstrategygroup For professional, institutional or accredited investors only. Capital at risk.

2

#assetmanagement #sustainability #worldleader #activeinvestor #IPX Impax Asset Management still led by Founder and CEO Ian Simm today reported its results for year to 30 September. This UK-based global leader in Sustainable Investing has £37.2bn assets under management and cash reserves of £90.8bn. With a full year dividend of 27.6p, its shares (LON:IPX) yield well over 8%. Impax Asset Management are increasingly confident that their offering is well placed to benefit from the Trump boost for the US economy and equities, and interest in growth stocks. A new report from Equity Development and Paul Bryant sets a Fair Value for IPX shares at 700p - vs today's price of 334p. Read / hear why below:

20

2 Comments

AGM season brings with it not just the right to vote, but also the opportunity to use other ownership rights such as pre-declarations, filing resolutions and asking AGM questions. The Railpen team has been hard at work ensuring we make the most of the season. This includes today's pre-declaration of intent to vote in favour of a shareholder resolution calling on Equinor to align its capital expenditure - which is really where the rubber hits the road - with its commitment to the goals of the Paris Agreement #climatechange #stewardship #AGMseason

19

1 Comment

CPP Investments | Investissements RPC commits to Cinven’s single-asset continuation fund. The vehicle, whose close has yet to be announced, has also received commitments from AlpInvest Partners, Goldman Sachs, Ares Management Corporation, LGT Capital Partners, and others. Dushy Sivanithy | Ben Osnabrug #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #PrivateEquity #PE #Ares #GoldmanSachs https://lnkd.in/ecPsUU6n

17

The strength and resilience of our core infrastructure portfolio have been successfully demonstrated once again in BBGI’s half year results 2024. The predictable cash flows from our existing portfolio provide the necessary headroom for BBGI to sustain progressive annual dividends for the next 15 years, even without additional investments. Stabilising, and potentially reducing interest rates, combined with an ever-increasing demand for infrastructure investments, presents a long-term growth opportunity for BBGI. We will continue to maintain a disciplined and prudent approach to capital allocation and prioritise the most optimal use of cash based on maximum value accretion for all our stakeholders. Please watch the recorded presentation of BBGI’s results for the half year 2024 by @DuncanBall, CEO, and @MichaelDenny, CFOO: https://lnkd.in/eQKHFiDi #BBGI #BBGIGlobaInfrastructure #Infrastructure #InterimResults #InvestmentTrust #InvestmentCompany #InfrastructureInvestor #FTSE250 #Inflationlinkedincome #Growth #Inflationprotection  

10

It was great to see Portfolio Manager, Helen Mason and Kellie Wood, Head of #FixedIncome featured in the Financial Standard recently (https://okt.to/H7V5Sd). In the article, they discuss the forces at play in the Australian credit universe and the launch of the Schroder Australian High Yielding Credit Fund. If you would like to find out more about the Fund, please register for our upcoming webinar: https://okt.to/gdzGDm #Investing #Insights #Schroders #Credit

37

#Aegon Aegon has strengthened its largest workplace pension default fund with enhanced ESG integration and private markets investment offerings. The 700,000 members currently invested in the £12bn universal balanced collection fund will benefit from improved returns, value for money and a wider range of investment opportunities as a result of the transformation, set to take place from Q3 this year. The fund, available to investors in Aegon’s ‘Retirement Choices’, ‘One Retirement’ and some other platform products, will offer a bespoke solution managed by three asset managers – with private market allocations housed within long-term asset fund (LTAF) structures (subject to regulatory approval). https://lnkd.in/d2RvqHmX

4

Join our webcast with chief strategist Luca Paolini on Tuesday 3rd December for our return forecasts for the next 12 months across asset classes as well as the implications of Trumponomics for markets. We'll also cover: -Why the UK could be the growth wildcard and outperform its European counterparts -Why we expect a modest recovery in the Euro-area economy next year -How conditions are becoming supportive for risk assets globally Register here: https://lnkd.in/dujXsWY9

3

🎉 We are delighted that Marcus Stahlhacke from Allianz Global Investors has been recognised by Citywire Germany as the best fund manager in the ‘Mixed Assets - Aggressive’ category. Congratulations, Marcus Stahlhacke, CFA, CAIA, FRM🏆 Citywire Germany recently honoured the best fund managers and asset management companies for the ninth time. You can find out more - including about the award classification scheme - on our German webpage: https://bit.ly/4cDsYP5 For fund distributors and/or professional investors in Germany only. Investing involves risk. A ranking, a rating or an award provides no indicator of future performance and is not constant over time. #CitywireAwards #FundManagement #AssetManagement #Investing #AllianzGI #Mixed Funds #MultiAsset #Award

1

The battle to lower inflation rates has been a major theme in global markets in recent years, and while there is evidence that higher interest rates are bringing inflation under control, risks remain. Our European Head of Economics and Dynamic Asset Allocation, Julius Bendikas, recently joined The Opening Trade on Bloomberg to discuss the outlook for inflation and how this has been affected by recent election results in the US. For more insights from Julius on how the US election results may impact global portfolios, read the recent analysis: bit.ly/41m53kD #investing #markets #economy

14