All Commentary articles – Page 124
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White papersAsia’s industrial action keeps the spotlight
As featured in PERE’s 2020 Asia roundtable, Louise Kavanagh, Managing Director, Real Estate, Asia Pacific, discusses with other participants the Asia private real estate market and the compounding positive impact that COVID-19 has had on logistics property.
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White papersTakeaways from our investment outlook: Legacy of the lockdown
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at the same time as the world tackles the social and economic problems laid bare by the pandemic.
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White papersA Heartfelt Thanksgiving
We emerge from the holiday hopeful for a Season of Goodwill in markets, but ready for any last surprises that 2020 might have in store.
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White papersThe outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential
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White papersThe COP that was not – Will postponing COP26 affect global climate action?
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted year for political action on climate change. How will these tumultuous 12 months affect the global climate landscape?
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White papersHow ESG can help build resilience in Buy and Maintain credit strategies
Responsible investment has always been about the long term. Equity investors want to know a company isn’t vulnerable to global shifts around environmental or social issues and for fixed income investors, looking to more distant horizons, it might be about ensuring a business can be part of a resilient strategy for the next 20 years.
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White papersInvesting in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
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White papersOpportunities in Asia Pacific REITS
Amid the COVID-19 pandemic, the Asia Pacific region is proving to be resilient for investors looking to capitalise on its structural growth. Real estate investment trusts (REITs) remain in favourable territory protected by relatively high yields and stable dividends. Their relative stability and the higher visibility of dividends in the REIT sector has helped them outperform the overall market during periods of rate cuts and slow economic growth. As economies and trade continues to recover we believe the region’s real estate investment trusts will prove alluring to investors seeking an income generating alternative asset class.
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White papersAlternative UCITS: delivering on diversification
Europe’s Alternative UCITS funds have delivered on their diversification promise during the coronavirus-related market turbulence of 2020.According to Bernadette Busquere Arnal, European Head of Hedge Fund Research and Nathanael Benzaken, Chief Client Officer, the Alternative UCITS sector will continue to grow and Lyxor is positioning its fund platform to benefit clients in future.
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White papersGlobal Investment Views - December 2020
As we approach year-end, markets can count on two pieces of news to propel some optimism. The first comes from the US, where the Biden victory, without a real Blue Wave, is seen by markets as the best possible outcome.
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White papersHigh Demand, Tight Supply: Private Debt Post-Coronavirus
We think private debt fared well relative to publicly traded credit during the coronavirus volatility, but will really differentiate itself in the years following the crisis.
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White papersThe Path to Carbon Reduction
As investors that take climate change leadership into consideration, we often ask ourselves, how robust and meaningful are these goals and how do a company’s climate and business goals align?
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White papers2021 Investment Outlook - Market rotations in an uneven recovery
The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound. The recovery phase has been uneven, with the virus cycle dictating the sequence of it. We believe that the damage to the global economy will last well beyond 2021. Output and personal income losses, the rise of inequality and the disruption in some sectors will be the legacies of the pandemic. Expecting that a vaccine will cause these to dissipate within a few months is too optimistic.
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White papersMarkets on a tightrope
Violent equity market rotations present a strong case for balance in portfolios, but an unusually complex knot of factors makes it challenging to achieve.
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White papers2021 Outlook: The Uneven Recovery
Listen as Barings’ portfolio managers and investment professionals discuss the cyclical and structural trends expected to shape public and private markets in 2021 & beyond.
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White papers2021 Outlook: The Uneven Recovery
The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.
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White papersSocial bonds: financing the recovery and long-term inclusive growth
With its triple impact on education, income and health, the Covid-19 crisis has exacerbated existing inequalities, both among and within countries. An additional 71 million people, concentrated in South Asia and Sub-Saharan Africa, could be pushed into extreme poverty in 2020 as a result of the pandemic.
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White papersFactor Investing and ESG in the Corporate Bond Market Before and During the COVID-19 Crisis
The objective of this paper is to illustrate the factor investing space in corporate bonds before and during the COVID-19 crisis and is the natural extension of our prior analysis on both the new alternative credit factors and the ESG integration in credit.
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White papersSolving for 2021
With shifting political dynamics, and pandemic numbers spiking even as we receive good news on vaccines, we believe the range of pathways through this unprecedented period continues to warrant strategic navigation.
