Asset management Insights

Fund management insights

Inform your decision making with our trusted market insights across topical white papers, videos and blogs. We take a proactive and forward-looking approach to financial markets intelligence. Many of our research insights are sourced from our dedicated in-house teams, including Refinitiv Lipper, ESG, Refinitiv StarMine® and Reuters News.

Blogs

Does infrastructure as an asset class yield long-term returns?

As low fixed-income yields force them to change their allocations, investors are looking to infrastructure as an alternative source of long-term returns.

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Videos

Are your stocks at risk from leverage?

We explore the risks that excess leverage can pose for the financial system. Was the recent demise of a family office an isolated incident or the tip of the iceberg?

Is inflation out of control?

We look at the rising fear of extreme inflation that is sweeping some parts of the market based on the buildup of income and savings in the US.

The impact of COVID-19 on households

Using Refinitiv data and talking to investors on the ground in London, New York and Singapore, this episode explores how the dramatic changes that have been forced on the world by Covid-19 will challenge household, corporate and government balance sheets.

Is now the time for a stock market hedge?

We look at the ongoing surge in commodity prices and the massive miss in the employment data. Are these both going to have an impact on earnings and increase the risks for the stock market?

Reports

Navigating the new normal

Analysing the key developments that helped shape the global funds market during 2020, our incisive report outlines the key lessons that fund managers and fund management companies learned, with a view to making their funds more resilient while identifying new opportunities for alpha.

Access the report