Loomis Sayles on Loans - Q3 2020

A quarterly look at data and topics in the syndicated loan market.

  • October 20, 2020
MV Credit: 20 Years of Experience in Fund Financing

MV Credit has a broad experience in using fund financing to create value for investors and working with lenders.

  • September 25, 2020
Reflections on Ten Years in Trend Following

Kathryn M. Kaminski from Alpha Simplex looks back on her personal journey in the quest for “crisis alpha”, a research concept she created ten years ago.

Experienced Managers with A Dose Of “Healthy Paranoia” Will Thrive in the Post-Covid Downturn

The Covid-19 crisis has triggered a downturn, bringing challenges that experienced managers can overcome with strict investment discipline, partnering with private equity sponsors and active monitoring of credits.

  • September 16, 2020
Lenders Should Look Beyond Covenants for Downside Protection

While the eyes of many are on loan documentation, Nicole Downer of MV Credit says the focus should be elsewhere, including fostering solid relationships with sponsors.

Loomis Sayles: Blended Emerging Markets Debt a Paradigm Shift

Think differently about emerging markets (EM) debt investing.

  • September 9, 2020
Real Estate Debt Helps Investors Ride out Crisis

Senior secured loans bring some certainty to an uncertain world.

Loomis Sayles on Loans - Q2 2020

A quarterly look at data and topics in the syndicated loan market.

  • August 25, 2020
Restructuring Series: Partnering with the Right Sponsor

MV Credit believes that partnering with the right sponsor is a key factor behind its 20-year strong track record and can help minimise the impact of credit losses.

  • August 21, 2020
Thinking Inside the Box

Lifting the lid on the world of algorithms, machine learning and artificial intelligence.

  • July 2, 2020
The Folly of the Fetish for Liquidity

Why DC schemes may need to rethink their default options

Three Questions on Credit: Environmental, Social & Governance (ESG) Factors

How is the pandemic impacting issuers from an ESG standpoint

  • June 10, 2020
Why Has Making an Impact Been Made so Hard?

Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.

Vauban’s Core Infrastructure Financing

Creating value and enhancing asset resilience with a long-term approach.

  • May 12, 2020
COVID-19: What is the impact on the aviation market?

Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the aircraft debt.

  • May 4, 2020
The Comeback Power of Subscription

Both consumers and businesses are subscribing more and more to products and services. This Insight of Thematics AM shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • April 30, 2020
Flexstone Partners Sweet Spot Proprietary Framework

Flexstone's co-investing philosophy focuses on providing increased exposure to high conviction managers in their core areas of expertise (“Sweet Spot”).

  • April 29, 2020
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

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Finding Value in Lower Middle Market Private Equity

Nitin Gupta of Flexstone Partners discusses the benefits of focusing on the smaller companies in the global private equity markets.

Flexstone's Co-Investment Framework

Since 2008, Flexstone Partners investment team has been an active co-investor committing over €700 million to 87 co-investments in Growth and Small to Middle-Market Buyout deals.

  • November 12, 2019
Mid-Market Private Equity: 2.0

To unearth the best mid-market companies worldwide requires a global team with local expertise in the world’s major regions.

European Real Estate Debt

In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?

  • October 10, 2019
What Growth Are We Seeing in Private Debt and Real Assets?

Clear Path Analysis sits down with Denis Prouteau, CIO of Private Debt & Real Assets at Ostrum AM, to talk about the prospects of real assets, infrastructure and private debt going forward.

  • August 27, 2019
Is this a good time to be investing in private debt in Europe?

An interview by Clear Path Analysis with Nicole Downer, Managing Partner at MV Credit, about investing in the competitive Private Debt Market in Europe in 2019.

  • August 20, 2019
Asia-Pacific Infrastructure: Building the Opportunity

Charlse Regan, Head of Asia-Pacific Infrastructure Debt Ostrum AM Hong Kong, discusses the top 10 reasons to consider Infrastructure Debt as a portfolio diversifier.

  • August 9, 2019
Factor Investing in European offices

In this report, the factor investing approach is applied to close to 40 European office markets for the first time comparing it to traditional core and value add investment styles.

  • July 17, 2019
There’s Value in Planes

Investing in aircraft asset class is a logical departure for institutional investors

Flexible Access to Private Equity

Custom-made service gives investors more choice, while reducing the risk of costly mistakes.

Aircraft Private Debt: Ready for Taking Off

The constant growth in demand for passenger air travel, combined with airlines’ improvement of their capacity management, have led to an enhanced profitability of the industry.

  • May 22, 2019
Infrastructure Debt: Where is the Value for Investors?

2018 has been a very positive year for volumes in infrastructure debt with conventional and renewable energy reaching peak volume and the appearance of new high-potential territories.

  • May 21, 2019
The Five Myths of “Illiquids”

How UK Defined Contribution (“DC”) schemes can overcome the misconceptions that stop them offering investments with superior risk-return potential.

The Growth of European Private Debt

The retrenchment of investment banks in the private debt space has given rise to unserved demand of credit and debt financing as an opportunity to private debt funds across Europe.

  • April 26, 2019
Empowering Women through Listed Equities

There is a growing consensus that educating and employing larger numbers of women can lead to economic growth.

  • April 25, 2019
Integrating ESG Risks in Private Debt

Strong case for including non-financial information in investment decisions.

Machine Learning meets ESG

How computing power can extract alpha from complex ESG data

  • April 5, 2019
Real Estate Debt is the Real Deal

Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.

Ready for Take Off

Aircraft debt can deliver consistent income and superior risk adjusted spreads.

Secure Income and Green Infrastructure: An Unlikely Marriage?

How to source stable, long-term cashflows from infrastructure debt with a strong ESG focus

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Investing in Infrastructure Private Debt with an ESG Lens

Céline Tercier, Head of Infrastructure Private Debt at Ostrum Asset Management, explains why financing infrastructure through private debt with an ESG lens contributes to energy transition.

  • March 26, 2019
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Investing in Aircraft Private Debt

Aymeric Angotti, Head of Aircraft Private Debt at Ostrum Asset Management, explains why institutional investors should consider aircraft private debt.

  • March 26, 2019
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Investing In Real Assets Private Debt

Ostrum AM: Interview with Denis Prouteau, CIO Real Assets Private Debt

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Private Debt Investing with ESG Criteria

Frederic Nadal, CEO at MV Credit, explains how important it is for a private debt investor to select loans with an ESG lens

  • March 13, 2019
Real Assets: Invest In What You Want, How You Want

Creating bespoke portfolios through alignment of bank and asset management capabilities

Watch
Why Invest in Private Debt?

MV Credit: Interview with Frederic Nadal, CEO

  • February 20, 2019
Private Debt Investing, With a Twist

Many institutions, sovereign wealth funds and family offices ploughed in to government bonds 10-15 years ago when yields were attractive. Those bonds are now maturing and need replacing.

Turning the Tide on the Conservation of Our Oceans

The deterioration of the world’s oceans is becoming a global debate.

Is the Future Worth Investing for?

Experts call for directing private capital to land restoration.

  • November 2, 2018
The Law on Energy Transition: The Impact on Insurance Companies

Insurance companies called upon to keep pace with the energy transition.

Step by Step: Reducing the Carbon Footprint of Investments

Only climate-conscious, active management investment strategies are fit for a 2°C world.

A Bold Alternative to 'Buy and Hold' for Fixed Income

A buy and maintain strategy focuses on a desired level of income and aims to ensure the bond portfolio is not impacted by default risk as interest rates rise and economies overheat.

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Enhanced Beta Video

Ostrum AM uses its long-standing expertise in the management of fixed income products to develop an "Enhanced Beta" strategy that combines the benefits of active management and the smart beta approach.

  • July 1, 2018
Low vol Equity: There's Another Way

"Put-write" strategies have nearly kept pace with U.S. equities, but with fewer drawdowns

Acting as a Responsible Investor

In fulfillment of the article 173 of the French energy transition law.

  • June 15, 2018
A Special Theory of Relativity

If one is truly honest, one must admit that most asset markets across the globe appear expensive today, at least through the lens of historical valuation metrics.

  • June 6, 2018
Finance Can and Must Play its Role in Fighting Land Degradation

Mirova's comment on the IPBES report on the state of land degradation around the world.

Managing Global Sovereign Bonds with a Smart Lens

Scorecard for unique Enhanced Beta investment strategy.

Multi-Asset Credit Investing

Multi-asset credit strategies aim to capture global credit risk premiums.

  • April 1, 2018
High Yield Credit Investing Late in the Cycle

The high yield market can provide compelling investments within most stages of the economic cycle.

  • March 24, 2018
Energy Transition: Clean Investments for Yield-hungry Investors

Renewable energy is one of the fastest growing segment within the infrastructure market.

The Blockchain is on the Verge of Revolutionising Fund Distribution in Asset Management

The blockchain will disrupt the way in which transactions are made.

Infrastructure Debt Market Insight

NAM Newsletter

  • March 9, 2018
Aviation Letter

Annual outlook of aircraft industry.

  • March 6, 2018
Watch
The Renewable Energy Market in Europe

VIDEO (4’18) – Raphael Lance, Head of Renewable Energy Funds at Mirova

Guide to Natural Capital Investing

As a nascent but promising market, conservation finance could offer diversified opportunities for institutional investors while fighting global land degradation and deforestation.

Corporate Loans Come of Age

Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up and excellent risk-return characteristics relative to other credit instruments.

2018 European Property Market Outlook

Analyzing likely impacts of market changes and the state of debt markets in Europe, this report provides an overview of current conditions, highlighting strategies that have the potential to deliver outperformance.

How to Eradicate the J-Curve in Private Equity?

Discover an effective way to access European small and mid-cap private equity companies.

European Broadband Networks

On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.

  • October 1, 2017
Real Asset Debt: A Substitute for Bonds?

Collateralised assets benefit insurers under Solvency II.

European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

  • July 1, 2017
Equity: The End-game Gets Closer

Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility.

  • June 24, 2017
Trump's Decision: A Chance for Climate

Comments on US withdrawal from Paris climate agreement.

Aviation Letter

Annual outlook of aircraft industry.

  • May 2, 2017
2016 Global Survey of Institutional Investors

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

  • March 31, 2017
Equity Infrastructure: Decorrelated, Long-term Income

Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.

How to Escape the Illiquidity Trap

How to get paid for scarce capital and liquidity.

Solving the Insurance Equation

Insurers need innovative investment strategies in response to regulation and low yields.

It's Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.

Watch
Real Estate, Infrastructure, Aircraft

Institutional investors are increasingly attracted by real asset private debt.

Real Estate Alchemy

Transforming non-core assets into prime property requires skill and resources.

Crisis Alpha

Managed futures may provide shelter from storms and diversified returns in calm markets.

  • June 20, 2016
Alternative Strategies May Add Value to Institutional Portfolios

Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk.

Real Estate Debt

An alternative to conventional fixed income investments.

Enhanced Beta

A fixed income strategy combining active management and smart beta.

Hop Aboard the US Growth Engine

Mid-market private companies have the potential to expand rapidly while avoiding high exposure to volatile public markets.