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10 trends driving the global data center market

Aangeboden door Principal Asset Management

The data center market is experiencing rapid growth. Here are 10 trends propelling the data center economy and the reasons we believe investors should consider including them in their portfolios.

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Gepubliceerd op: 17 juni 2024
Mind the Gap: Should We worry About the US Fiscal Situation?

Aangeboden door Payden & Rygel

The U.S. federal fiscal deficit surged to $2 trillion in 2023 or 7% of U.S. gross domestic product (GDP).1 Put another way, the U.S. Federal Government spent $2 trillion more than it received in revenue during its 2023 fiscal year.

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Gepubliceerd op: 8 juni 2024
Global Corporate Bonds New Opportunities

Aangeboden door Payden & Rygel

A discussion on global corporate bond opportunities in this roundtable featuring the Payden and Rygel fixed income team.

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Gepubliceerd op: 8 juni 2024
Frontier Investing: The Road Less Travelled

Aangeboden door Payden & Rygel

Emerging Market Debt (EMD) has continued to develop as an asset class, bringing with it a new subset of countries—EM frontiers. We use three criteria to classify frontier economies—investment credit rating status (high yield), income status, and issuance size.

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Gepubliceerd op: 8 juni 2024
A World of Opportunity in Global High Yield Bonds

Aangeboden door Payden & Rygel

Higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income.

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Gepubliceerd op: 8 juni 2024
Impactbeleggen: een strategisch perspectief

Aangeboden door Achmea Investment Management

Impactbeleggingen kunnen op meerdere plaatsen in de beleggingsportefeuille een plek krijgen. Hieronder presenteert Achmea Investment Management een raamwerk dat hieraan richting kan geven.

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Gepubliceerd op: 30 mei 2024
Implementation Alpha: Adding Value in Indexed Fixed Income

Aangeboden door State Street Investment Management

Achieving benchmark performance in an indexed fixed income portfolio requires more than a passive approach. Read about State Street Global Advisors techniques to exploit market inefficiencies and deliver what we call ‘implementation alpha’.

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Gepubliceerd op: 27 mei 2024
The Modernization of Bond Market Trading and its Implications

Aangeboden door State Street Investment Management

The evolution of electronic trading has catapulted the bond market into the modern era. Learn more about “The Modernization of Bond Market Trading and its Implications”.

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Gepubliceerd op: 27 mei 2024
2024 private credit outlook: A question of balance

Aangeboden door L&G

Private credit performed well in 2023, with low default rates and plenty of market activity. But, with a recession potentially on the way, will this continue into 2024?

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Gepubliceerd op: 26 mei 2024
Impact via een betalingsbedrijf?

Aangeboden door Baillie Gifford

Lee Qian, investment manager van Baillie Gifford’s impact strategie ‘Positive Change’, vertelt hoe hij en het team tot de beslissing kwamen om te investeren in het internationaal opererende betalingsbedrijf Remitly en waarom dit de levens van de armste mensen ter wereld verbetert.

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Gepubliceerd op: 24 mei 2024
Rising ESG bond volumes offer opportunities

Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.

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Gepubliceerd op: 29 april 2024
Private Credit Allocations vs Leveraged Loans and High Yield

Aangeboden door State Street Investment Management

For investors weighing investments in the sub-investment grade space, we assess the strong growth of private credit assets and consider how the greater liquidity and flexibility of leveraged loans and high yield bonds can present complementary or alternative portfolio exposures.

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Gepubliceerd op: 27 april 2024

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