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Today, many institutional investors are adding hotel real estate to their portfolios to achieve diversification, to help boost income in their multi-asset portfolios and for liability matching requirements given the longer dated income.

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Industrial revolution 4.0: Ghosts of disruption past, present and future

The fourth industrial revolution has the potential to transform economic and financial activity at global, national, firm and household levels. We discuss some of the key transitional challenges that are unfolding via digitisation, automation and artificial intelligence.

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Adding upside potential to insurance portfolios

We look at how an ‘Equity Enhanced Fixed Income' approach could offer insurers an attractive return profile, while providing equity risk management capabilities. And importantly, it can be delivered in a capital efficient way.

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China’s Belt and Road Initiative – from increased commodity demand to shifting supply routes

Invesco Fixed Income expects China’s Belt and Road Initiative (BRI) to improve both regional connectivity and foster infrastructure development and economic growth, creating potential opportunities for bond investors. We explore the sectors that are likely to benefit the most from an increase in infrastructure spending and regional trade.

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US investment grade credit: a bubble or a buy?

Is the recent sell-off in BBB-rated bonds a sign of worse things to come, or has the market over-reacted? Are there stabilizing trends on the horizon?

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The essence of L’Essence

The European equity team in Henley has been overweight the energy sector since late 2013. With renewed commodity weakness of late, why do the team continue to add to positions?

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2019 investment outlook - Multi Asset

Could the prolonged global expansion continue? Clive Emery believes so, providing fiscal and monetary policies remain supportive.

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2019 investment outlook – Asian and emerging markets

2019 promises to be a challenging environment, but Ian Hargreaves and William Lam think emerging markets will be able to withstand the pressures.

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