Content (1110)

  • Responsible Investment in Private Equity

    White papers

    Responsible Investment in Private Equity

    2024-11-29T16:54:00Z

    In this paper, we aim, as a follow-up of the broader paper we recently published on this topic, to analyze how Private Equity (PE) investors approach responsible investing cross-linking again conclusions from academic research with our experience as a PE investor as well as a survey of PE investors, including both Global Partners (GPs) and Limited Partners (LPs). 

  • Responsible investing in private equity

    White papers

    Responsible investing in private equity

    2024-11-29T16:05:00Z

    Due to its growing size, and the levers it holds in setting the strategy for portfolio companies, the PE industry has a decisive impact on how the global economy addresses the key challenge of climate change and, more generally, whether companies are managed in a responsible manner. 

  • Outerblue Talks Research – The Artificial Intelligence revolution

    Podcast

    Outerblue Talks Research – The Artificial Intelligence revolution

    2024-11-29T14:07:00Z

    This episode returns to the topic of artificial intelligence. Since we last covered this topic earlier in the year, there have been even more advances in what generative AI can do and ever increasing interest in how AI can be used across the corporate value chain.

  • 2025 outlook- private markets shine bright

    White papers

    2025 outlook: private markets shine bright

    2024-11-26T15:10:00Z

    Against a backdrop of mildly decelerating economic growth, weakening domestic demand, and interest rate cut expectations, the private market and real estate asset classes can offer relatively attractive investment opportunities as well as risk and return diversification.

  • ESG Thema - Lessons learned from COP16 and COP29 for Sustainable Finance

    Podcast

    ESG Thema - Lessons learned from COP16 and COP29 for Sustainable Finance

    2024-11-25T15:13:00Z

    The year 2024 marked a significant moment for global environmental discussions, with the convening of three major conferences, with two having already occurred – COP 16 for the Convention on Biological Diversity (CBD) in October in Cali, Colombia; and COP29 for the United Nations Framework Convention on Climate Change (UNFCCC) in November in Baku, Azerbaijan – and a last one scheduled to take place December, also called COP16, but for the United Nations Convention to Combat Desertification (UNCCD) in Riyadh, Saudi Arabia.

  • Gold and geopolitics

    White papers

    Gold and geopolitics

    2024-11-25T11:56:00Z

    “Gold prices may fluctuate in the short term, but metal is expected to potentially provide stability, over the medium term, as a result of geopolitical tensions and deteriorating government finances.”

  • Outerblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?

    Podcast

    Outerblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?

    2024-11-19T15:40:00Z

    Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.

  • The extraordinary US cycle is becoming more balanced

    White papers

    The extraordinary US cycle is becoming more balanced

    2024-11-19T11:54:00Z

    “Progressively softer labour market conditions and positive inflation developments support gradual rate cuts, allowing the Fed to bring policy rates closer to neutral levels.”

  • The rise of regional connectivity in Emerging Asia

    White papers

    The rise of regional connectivity in Emerging Asia

    2024-11-19T11:50:00Z

    Asian economies continue to demonstrate robust growth, albeit at varying rates, influenced by sectoral and industrial dynamics (value chain participation) and policy stimulus measures.

  • Transitioning to a riskier, messier and diversifying world

    White papers

    Transitioning to a riskier, messier and diversifying world

    2024-11-19T11:47:00Z

    Our analysis suggests that the level of geopolitical risk will rise over the next few years. The trends that lead us to this conclusion are likely to also play out in 2025. Our Geopolitical Sentiment Tracker shows that more countries now have poor bilateral relations, while Russia’s ties with Iran, North Korea and China are deepening.

  • Inflation trend is falling

    White papers

    Inflation trend is falling

    2024-11-18T15:09:00Z

    “With ongoing inflation swings, central banks will be increasingly data-dependent.”

  • Spotting opportunities in a reconfigured world

    White papers

    Spotting opportunities in a reconfigured world

    2024-11-18T12:57:00Z

    Halfway through the decade, new forces are reconfiguring the post-pandemic global economy. The big shocks that hit labour markets, supply chains, and energy prices in the past five years have largely worked their way through the system. But geopolitics and national policy choices are creating a more fragmented world that may bring new surprises.