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Asset management Insights

Investment research insights

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As the industry continues to evolve within a increasing digitised world and the global pandemic having lasting effects well beyond 2020 our insights will help you to keep on top of it all.

Guide decision making with our market insights developed through white papers, videos and blogs. We aim to keep our insights informed by both responding to and predicting what's likely to happen to trends in financial markets. Many of our research insights are sourced from our own proprietary teams including Refinitiv Lipper, ESG, Refinitiv StarMine® and Reuters News.

Blogs

Which African economies will rebound in 2021?

High resolution flat world map in summer - Africa

Africa will be a key investment region during this decade. Watch a recent webinar featuring leading experts from South African Reserve Bank (SARB), Old Mutual Multi-Managers and the Attorney of the High Court of South Africa. They explore how African economies will bounce back from Covid-19 and the impact of the African Continental Free Trade Area (Acta).

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Integrating social metrics into investment analysis

As investors come under pressure to incorporate social metrics into their capital allocation processes, a new white paper co-authored by Refinitiv addresses five common myths associated with the ‘S’ in ESG.
8 min

S&P 500 21Q1: Gauging the ‘New’ Earnings Season

Companies have been handily beating analyst expectations for the last few quarters and this trend shows no sign of abating. The 87.1% beat rate compares to a long-term average of 65.4%. At a sector level, Consumer Discretionary leads the pack with a 96.8% beat rate (50% of constituents have reported thus far).
11 min

The Resource Curse: Theory and evidence from the Democratic Republic of Congo (DRC)

The resource curse, which is also known as the paradox of plenty, is the phenomenon whereby economies that are well endowed with natural resources experience less favourable development outcomes than their resource-poor counterparts.
5 min
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Videos

A Refinitiv Data Moment |  Corporate bankruptcies in 2020 and beyond 

StarMine corporate credit risk has predicted some of largest bankruptcies in 2020. Compared to traditional rating agencies, StarMine covers more companies, often with longer lead times on companies likely to file for bankruptcy.

How is climate change priced into the market?

Climate risks have been reflected across sectors and industries for some time, and now it looks like they may even be reflected in public debt and even specific securities.

Will reflation kill the economy

We look at the success of the reflation trade and how higher equity prices are diverting capital from the real economy.

How To Invest Sustainably In Fixed Income

Learn about the sustainable megatrends and methods for identifying themes that are actually investable (going beyond sustainability bonds).

Reports

Sustainable infrastructure: The green rush

Custom graphic to illustrate report - cashing in on the sustainable infrastructure green rush

Assessing the trends, participants and data powering a sustainable infrastructure boom.

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Discovering the value of adding sentiment to multi-factor equity strategies

Sentiment in news and social media is increasingly seen as an invaluable addition to more traditional investment signals.

Key factors driving diverse and inclusive workplaces

Diversity and inclusion in the workforce are core ESG themes, which financial professionals are more frequently incorporating into their investment strategies and capital allocation decisions.

ESG vs. financial performance of large cap firms

As no consensus has been reached, investors are still asking whether investing in firms that score highly on sustainability issues leads to lower returns.

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