Content (92)
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White papersSecuritised credit: Where we’re going, there are no roads (part two)
Focusing on fundamentals, structure and valuation should help investors to navigate a future for which there is no precedent.
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White papers
Securitised credit: Where we’re going, there are no roads (part one)
Though we’ve seen global financial crises before, this one certainly feels different. Even the flux capacitor might not bring us back to where we were in January.
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White papers
A look at why insurance-linked securities are largely immune to the Covid-19 volatility
Insurance-linked securities have been almost unaffected by the market turmoil linked to coronavirus. We look into the mechanisms that make them more resilient.
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White papers
Will Covid-19 prove a pivotal moment for climate change?
Policymakers should use the current crisis to inject similar urgency into climate policy and accelerate the transition to a low-carbon economy.
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White papers
Why the Covid-19 crisis is different for private assets
Looking for lessons in the past can be valuable, but Covid-19 poses a unique challenge for the financial system. We look at the ways private assets will (or won’t) be affected.
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White papers
Navigating the uncharted: How can private equity investors respond to the COVID-19 crisis?
Private equity investors are in uncharted territory, but history can offer some lessons that may prove a useful guide in deciding the most prudent next steps.
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White papers
Coronavirus: the views from our private assets experts
As investors assess the implications of coronavirus in stock and bond markets, we ask if private assets have lived up to expectations of more resilient valuations.
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White papers
What is microfinance and why does it matter for investors?
Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?
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White papers
How microfinance can help investors keep calm and carry on
Coronavirus has rocked traditional asset classes, but microfinance has historically been resilient in times of crisis. What’s next?
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White papers
What will climate change mean for insurance-linked securities?
ILS has close ties to natural disasters but we believe climate change will have a limited impact on the asset class.
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White papers
Outlook 2020: Securitised credit
Signs of consumer stress mean securitised credit investors should be especially alert to quality and liquidity in the coming year.
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White papers
Outlook 2020: Private equity
As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.
