961 results found

Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.

Rob Hamshar | 2.00 CE

This paper looks at the impact of repetition on our perceptions of unethicality and truth. It finds that the more times we hear about a wrongdoing, the more we may believe it - but the less we may care.

Rob Hamshar | 1.00 CE

Rather than treating ethical decision-making as a cognitive issue, investment professionals should develop "ethics muscle memory", increasing the chances of successfully navigating moral predicaments in the moment.

Robert Huebscher | 0.75 CE

Individual investors have long responded to the public communications of well-placed, popular investment experts. This paper offers a new understanding of how the rise of "finfluencers" is reshaping the information landscape.

Rob Hamshar | 1.50 CE

Whether your clients are looking for enhanced income, greater capital appreciation, or balance & diversification, alternatives may allow you to build portfolios to better pursue these outcomes together.

Blue Owl Capital | 0.25 CE

Backed by decades of outperformance, private market assets can serve as powerful tools to diversify return streams, providing ballast to portfolios.

Blue Owl Capital | 0.25 CE

Private credit may represent a simple and direct way to offer clients exposure to private markets and help them pursue investment goals, whether they are savers, spenders or growers.

Blue Owl Capital | 0.25 CE

Less than 5% of individual portfolios are allocated to alternative investments. Yet, private markets have outperformed their public counterparts over the long term.

Blue Owl Capital | 0.25 CE

By understanding the fundamentals of private capital, investors can make more informed investments, potentially unlocking paths to greater diversification, attractive returns, increased income, and lower volatility.

Blue Owl Capital | 0.25 CE

Private market assets can complement traditional equity and fixed income allocations, helping investors participate in the upside of favourable equity markets while mitigating drawdowns in difficult ones.

Blue Owl Capital | 0.25 CE

Two trends have propelled direct lending’s market’s remarkable growth over the past decade and these tailwinds are expected to continue.

Blue Owl Capital | 0.25 CE

A complex array of issues is changing the outlook for economies and investment markets. It is time to make a move to better understand these issues so we can better manage risk and uncertainty, and design portfolios capable of improving the financial well-being of individuals.

From the origins of Western order in the Renaissance through the Enlightenment, five interconnected crises now threatening its foundations. Our choice is simple – optimise within decline, or rebuild the foundations that made our prosperity possible.

Oliver Hartwich | 0.75 CE

In an era defined by rapid economic shifts and evolving banking regulation, the time to make a move is now – asset-based finance is emerging as a compelling frontier for investors.

With parts of the private credit market under pressure from rising impairments and liquidity constraints, investment-grade credit provides a way to access equity-like returns without taking on additional risk or sacrificing liquidity.

Roy Keenan | 0.50 CE

Investors should challenge what value means in today's evolving market and think pragmatically about how value co-exists alongside other accretive factors, thereby uncovering opportunities that challenge the traditional definition.

Vihari Ross | 0.50 CE

An absolute return, long-short approach to global equities investing offers the freedom to invest in the best long-term opportunities whatever they are, turning time and disruption into a competitive advantage.

Lev Margolin | 0.50 CE

A new approach to asset allocation is needed to create long-term wealth for clients, focusing on risk-adjusted returns with up to 50% of portfolios allocated to private markets asset classes.

Brendan McCurdy | 0.25 CE

Private credit is a maturing asset class globally but expanding rapidly in Europe, with spreads tending to price at a premium to their US counterparts, providing higher interest cover and lower default rates.

Stéphane Blanchoz | 0.50 CE

It's time to move global equities portfolio construction and stock selection with the corporate life cycle - for alpha, balance, and consistency.

Thomas Gander | 0.50 CE