Emerging Markets Lens: Emerging Market Debt

Emerging Markets Lens: Emerging Market Debt

🕔23:08, 18.Jan 2023

The macroeconomic backdrop, and regime shift, created a challenging environment for EM assets in 2022. Slowing economic growth, accelerating inflation, exacerbated by Russia’s invasion of Ukraine, and tighter global financial conditions were all headwinds. EM local and dollar debt both

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The power of private real assets

The power of private real assets

🕔16:42, 18.Jan 2023

Private real assets are a powerful source of diversification for institutional investors. Private investments in the relatively illiquid categories of real assets — farmland, timberland, infrastructure and commercial real estate — have exhibited low or negative correlations to stocks and

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10-year return forecasts (2023–32)

10-year return forecasts (2023–32)

🕔14:46, 18.Jan 2023

The Schroders Multi-Asset long-term capital market assumptions are forwardlooking estimates of total returns which are an important component for the team’s strategic asset allocation modelling and portfolio construction. This note presents our latest 10-year capital market returns forecasts in local

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Global IPO Trends 2022

Global IPO Trends 2022

🕔11:59, 18.Jan 2023

A record year for IPOs in 2021 gave way to increasing volatility from rising geopolitical tensions, inflation and aggressive interest rate hikes. Weakened stock markets, valuations and post-IPO performance have further deterred IPO investor sentiment. As pipeline continues to build,

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Impact Investing in Credit: Debunking Four Common Misconceptions

Impact Investing in Credit: Debunking Four Common Misconceptions

🕔09:53, 18.Jan 2023

Fixed Income Impact portfolios can be flexibly managed to client objectives Increasingly, companies are being measured not only by their earnings and cash flow, but according to the effect their activities have on the environment and society. As a result,

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The Year of the Bond

The Year of the Bond

🕔07:30, 18.Jan 2023

The year 2022 proved to be a year of a great reset for fixed income aficionados. Bond prices are sharply lower and yields are meaningfully higher. Following a nearly 15 year period of ultra-low interest rates that starved pensions and

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