In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.
The financial services industry is undergoing a significant transformation in the way that advisory services are provided and delivered to individual investors. This evolution is being driven by a variety of factors from new regulations, to changing demographics, to technological advances. These changes are occurring at a time when the need for financial advice has never been greater, as savers grapple with global and geopolitical uncertainty, prolonged low and negative interest rates, and longer lifespans. Despite these significant headwinds, many innovators in the financial advice industry are working to ensure that individuals have access to financial advice that can meet their needs. New solutions are beginning to emerge in many forms.
Date added: 21-09-2016
Sector: Active Management
Investors can no longer ignore climate change. Some may question the science behind it, but all are faced with a swelling tide of climate-related regulations and technological disruption. Drawing on the insights of BlackRock’s investment professionals, we detail how investors can mitigate climate risks, exploit opportunities or have a positive impact. Climate-aware investing is possible without compromising on traditional goals of maximizing investment returns, we conclude. We then reflect on steps that stakeholders in the climate debate are considering, including the use of carbon pricing as a cost-effective way to reduce emissions. We believe all investors should incorporate climate change awareness into their investment processes.
Date added: 09-09-2016
Sector: Environmental, social and governance (ESG)
This quarterly issue from BlackRock is aimed at UK investors, and considers the five year view for a variety of asset classes following the UK's EU referendum. BlackRock have lowered their return forecasts for most asset classes, reflecting the fall in bond yields and reduced global growth expectations. They have also increased their allocation to liability-hedging assets for UK pension portfolios. This issue also examines the path to pension buyout for investors with relevant liabilities.
Date added: 11-08-2016
Amid strong demand for infrastructure investments and a deep need for infrastructure capital, infrastructure has emerged as a distinct asset class. While the theoretical market is huge, the addressable one is much smaller, and competition for core equity assets is strong. Investors are learning to work with an expanded toolkit of strategies. This 14 page document provides a broad overview of the opportunity set and how to navigate it. With many investors still focused on larger deals and on operating assets in developed economies, casting a wide net may be a logical course.
Date added: 19-03-2016
BlackRock sets out their current investment strategy views. This includes their views on US equity factors, their reasons for downgrading both financials and high yield to neutral. The Appendix explains how BlackRock formulates their asset allocation views.
Date added: 16-03-2016
Sector: Briefing - Investment
A vote on whether the UK should remain a member of the European Union will take place on 23 June 2016. This paper provides the views of BlackRock's Investment professionals on the economic, policy, market, regulatory and financial industry implications of a potential "Brexit".
Date added: 09-03-2016