Insurance companies are well placed to fill a $500bn annual gap between infrastructure investment needs and the lending available from traditional sources such as banks, according to research published by S&P RatingsDirect.
Ian Heslop, head of Global Equities at Old Mutual Global Investors, sees the potential for an oil price spike adding to uncertainty around the direction of prices on the US stock market.
UK asset manager Schroders has teamed up with hedge fund manager John Paulson (pictured) to launch the Schroders GAIA Paulson Merger Arbitrage fund.
Global investment manager, Standard Life Investments reflects on ten years of ethical investing in the £206.3m Standard Life Investments UK Ethical Fund and highlights the results of its 2014 Annual Ethical Investor Survey which shows that good Business Ethics, Corporate Governance and Engagement are important to investors.
Russ Koesterich, global chief investment strategist at Blackrock, argues that rising oil prices could cause stocks to slide.
Michael Sparkes (pictured), director of ITG argues that Transaction Cost Analysis (TCA)enables firms to reduce costs and hone trading strategies.
Divisions over what Europe means to its people were highlighted by the results of the Europe-wide elections in May. What does Europe now mean to real estate investors? Nigel Roberts, head of strategy at Hermes Real Estate, comments.
Laxfield Capital’s latest UK Commercial Real Estate Debt Barometer suggests loan to value ratios have increased in the past two quarters, compared to the same time last year.
Ritesh Jain, analyst at Salus Alpha Capital, has looked at views on benchmarking as they affect managed futures funds.
Jacob Grapengiesser, partner and senior advisor at East Capital comments on the sign off of the gas supply deal between Russia and China.
Desmond Cheung, portfolio manager and member of BlackRock’s Natural Resources Equities Team, comments on the implications food price inflation has for investors and how agricultural equities are a suitable hedge.
Deutsche Bank is understood to have bought a portfolio of 680 residential properties in Ireland from Danske Bank.