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How Proptech Could Revolutionise Real Estate

How innovations in real estate are preparing us for the post-Covid city

  • September 15, 2021
Solving The Private Markets Conundrum for UK DC

DC members and smaller DB schemes get long-awaited access to illiquid assets.

The New Core Fixed Income: An Expanding Set of Investment Opportunities

The ongoing search for yield is leading investors to think outside the box and look at alternative income sources.

  • September 1, 2021
The Case for Core Infrastructure

Insurers benefit from long-horizon income, low volatility and reduced capital charge.

AEW Monthly Research Report - July 2021

Long term trends alleviate concerns on runaway inflation.

  • July 29, 2021
Climate-Informed Real Estate Returns in Europe

How much will climate change impact European Real Estate returns?

  • July 14, 2021
Renewable Energy in Light of Grid Parity

The gradual reduction of public support measures is ushering renewable energies into a new era; that of autonomy on electricity trading markets.

  • June 30, 2021
AEW Research: Asia Pacific

The segment looks at the inherent features of the Seoul office market that led to this result, the attractive fundamentals and key opportunities, and what we might expect to see going forward.

  • June 16, 2021
AEW Research: Essential Housing

The segment of the rental housing market that is affordable to households with low to moderate household incomes.

  • June 16, 2021
AEW Research: US Economic & Property Market Perspective Q1 2021

America on the Verge of Returning – making strong progress overall in the vaccine rollout.

  • June 15, 2021
AEW Research: Asia Pacific Market Perspective Q1 2021

Markets are expected to see a more widescale recovery to begin in the coming months as mass vaccinations continue and business confidence improves.

  • June 15, 2021
Watch
Time to Shift for Insurers: Investing in Private Assets (3/3)

In today’s low rate environment, insurers are allocating more and more to private assets.

  • June 7, 2021
Investor Portfolio Alignment with the Paris Agreement: a Multi-Sector, Multi-Asset Class Approach

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

AEW Monthly Research Report

Strong resilience for regional European offices

  • May 17, 2021
Finding Yield: How Insurers are Employing New Approaches

Insurers swapping out bond portfolios for higher-yielding credit instruments found deep in the capital structure.

Real Asset Debt: Crisis Expands Opportunity for Tailor-made Mandates

Consistent cashflows, even in periods of high volatility, enable investors to match long-term needs.

Private Debt and Liquidity Finally Meet

DC members and smaller DB schemes get long-awaited access to illiquid assets.

Natixis IM Infrastructure Debt Platform Adds Portfolio Manager

  • March 23, 2021
AEW and Natixis IM in Refinancing of Iconic ENI Headquarters

  • March 23, 2021
Sustainable Investing: ESG versus SDG

Over the last ten years, financial markets, investors and economies have witnessed some of the most extreme, non warrelated events of the XXI century.

  • March 23, 2021
MV Credit Wins Best Subordinated Debt Investor for the 12th Year Running

  • March 18, 2021
Vauban Infrastructure Partners Strengthens its Team with Three Senior Hires

  • March 17, 2021
Trends Everywhere 2020

What happened and which trends worked well in 2020?

Leveraged Loans Markets: US vs Europe

A closer look at the fundamental differences between the US and European Leveraged Loans markets.

  • March 11, 2021
2021 Preqin Global Real Estate Report: Future-Proofing Core Real Estate

The pandemic has highlighted the rising importance of anticipating socioeconomic megatrends for fund managers to stay ahead.

  • March 9, 2021
2021 Preqin Global Private Debt Report: Why Private Credit Managers with a Dose of Paranoia Can Thrive

COVID-19 has sent many countries into a recession, with more defaults and financial restructurings the likely outcome. Against this background, attention has turned to the challenges facing private credit managers.

  • March 9, 2021
2021 Preqin Global Private Equity & Venture Capital Report: Mid-Market Private Equity: 2.0

We hear from Eric Deram, Managing Partner at Flexstone Partners, on solving the challenge of geographical diversification in the middle market.

  • March 9, 2021
The Era of Infrastructure 4.0

How digitalization can help infrastructure to answer the challenges of the post-Covid-19 world?

  • March 5, 2021
2020 Annual Review

MV Credit looks back at the private debt market in 2020 and focuses on the highlights of its strategy.

  • March 4, 2021
Can Sustainable Investing Really Save the World?

Amid the clamour for everything ESG today, asset managers, investors and advisors need to decide what they are genuinely trying to achieve.

  • February 9, 2021
Restructuring Series: Experience Matters

Since inception in 2000, MV Credit has been involved in a few restructuring scenarios, most of which date back to the GFC.

  • November 13, 2020
The Case for TIPS in a Post-Crisis World

Last March, The Covid-19 crisis ignited the sharpest economic downturn in modern history, sending financial markets into a tailspin.

  • November 4, 2020
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
Covid-19 Has Redefined Infrastructure Needs: Implications for the Municipal Bond Market

Municipal system administrators and investors are reassessing whether the long-term prospects for many critical sectors of the economy have changed irreparably

  • 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
Meaningful Distinctions: Emerging Market Corporate Bonds Versus Emerging Market Sovereigns

After several years of sovereign downgrades, there has been a decoupling of the corporate asset class from the sovereign space.

  • August 10, 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
Five Perspectives on Emerging Market US Dollar Corporate Debt

Investors of many types were blindsided by the COVID-19 Crisis. Emerging Market (EM) debt investors, familiar with volatility and the opportunities market dislocations can provide, have been assessing portfolio allocations in light of shifting valuations.

  • May 4, 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
Watch
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.

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

Watch
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
Watch
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
Watch
Investing In Real Assets Private Debt

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

Watch
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.

Watch
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.