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Alternative Investments
Streaming Income - European Real Estate: Late-Cycle Value from Manchester to Munich
This piece is approved to use with clients.
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Policy and Regulatory Commentary
Washington Update: What Could A Federal Data Privacy Bill Look Like?
This piece is approved to use with clients.
About a month ago, we advised readers that they should look to the states, rather than Congress, to see substantial progress on data privacy legislation over the next few months.
Market Outlooks
How EM Investors Can Succeed in a Dovish Monetary Backdrop
EM could form an important source of real income if central banks remain dovish, but focus should stay on fundamentals.
Market Outlooks
Fed Did Not MOVE Enough, Bond Index Suggests
We believe the Fed's 25-basis-point July cut was a policy error. The MOVE Index signaled that it was not an insurance cut.
Market Outlooks
Three Factors Shaping Prospects in Frontier Markets
Frontier markets experienced a challenging year in 2018, but as we enter the latter stages of 2019, we believe three distinct dynamics are working to drive a turnaround in performance in the sector.
Market Outlooks
How Large‑Cap Stock Investors Can Adapt to a Slowing Economy
U.S. economic growth is slowing, but a recession is not likely in the near term. Escalating trade tensions remain a risk, but durable and late‑cycle companies show promise.
Market Outlooks
AAM Viewpoints: Is ESG A Magic Green Button?
This piece is approved to use with clients.
Have you read any research on ESG investing recently? If you have, then you’ll know that academic studies continue to stress the positive alpha-generating potential of ESG factors.