All Commentary articles – Page 71
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White papersClimate Transition: A World of Compromises (Part II)
Raise your eyes on the horizon—beyond the immediate central bank challenges, the lingering impact of COVID, and the humanitarian crisis in Ukraine—to consider three key climate-related issues that investors will wish they had known about 10 years from now.
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White papersFixed Income Perspectives - July 2022
The combination of persistently high inflation, aggressive central banks and tightening financial conditions is weighing on financial markets and global growth outlooks. While valuations across many sectors look compelling after the market sell-off this year, we are exercising caution given greater uncertainty and elevated recession risk.
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White papersWhat the Ukraine crisis means for markets – and the fight against climate change
As the Ukraine crisis continues, we examine the potential implications for the global economy, the transition to net zero and what it all means for investors.
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PodcastThe Private Equity of Yesterday, Today and Tomorrow
As we continue to navigate challenging market dynamics including rising inflation, difficult labor markets, elevated valuations and ongoing geopolitical tensions, investors are considering how to fill their expected return gap.
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White papersHomebuilder buys nearly 130 lots south of Tampa
Casa Fresca will build entry-level homes on the properties in Riverview and Apollo Beach.
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White papersInvestment in nature-based solutions will be key to net zero
Are forests the next big asset class for sustainability? Robert-Alexandre Poujade argues that nature-based solutions are an underexposed area for investors to support the net-zero transition.
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Research ReportThe new prize: raw materials for clean tech
Prospective investors in LOIM’s Climate Transition strategy often ask why we invest in commodity companies given their high carbon footprints. The reason: commodities provide the raw materials needed for the electrification of the global economy and reduce our reliance on fossil fuels.
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White papersUkraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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VideoIs Now the Time to Buy Loans?
Chris Sawyer, Head of European High Yield, provides an overview of the current conditions in the global loan market and explains why now may prove to be a particularly attractive time to deploy capital into the asset class.
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PodcastPrivate Equity 2.0 - Finding Tomorrow’s Opportunities Today
Mina Pacheco Nazemi joined the Streaming Income podcast to discuss where she and the Barings team are seeing the most compelling opportunities in private equity - including among emerging managers, women & diverse managers, and in unique structures like continuation vehicles.
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White papersGas rationing impact on European economy
Russian gas flows to Europe are at a record low level as capacity from Nord Stream 1 has failed to resume fully due to additional maintenance. Gas prices in Europe have jumped again, while EU nations rushed to agree on a coordinated reduction of approximately 15% of gas demand (with country differences) to ensure sufficient gas storage before winter.
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WebinarWebinar Replay: Stock-Bond Correlation: A Global Perspective
For most of their careers, asset allocators have invested in a negative stock-bond correlation world. When stocks fall, sovereign bonds rising generally rise in value – providing a hedge against equities within a diversified portfolio.
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White papersWill the Fed’s QT Trigger a Financial Crisis as Growth Slows?
The outlook for Quantitative Tightening will likely depend on the Fed’s commitment to the tool, and, at the first sign of trouble, it may be quick to course correct.
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Research ReportNature’s value, seaweed’s strength and green luxury
What news led the sustainability agenda in July? We cover the macroeconomic, corporate and financial stories that sustainable investors need to know.
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PodcastFirst episode of RedevCast now live
Our first Redevco podcast (aka RedevCast), in a series of initially six podcasts, is live! RedevCast offers you an insight in Redevco’s relevant topics in an easily accessible way.
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PodcastPAT Cast #6: Smart Buildings - the future of intelligent real estate
To tackle some of the world’s biggest challenges, we need to demand more from our assets. Cheaper to run. More energy efficient. Better tenant experience. Technology is on the front line of these efforts, helping the industry transition from bricks and mortar to intelligent assets.
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White papersAre Carbon Offsets the Next ESG Investing Frontier?
Carbon offsets occupy a relatively small space on the spectrum of environmental, social and governance (ESG) issues. But as more countries and companies commit to net-zero carbon emissions goals, they’re steadily gaining attention from investors as a tool to accelerate carbon reductions. Growing demand has fueled record-high prices in some markets.
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PodcastThe Investment Podcast: How much inflation protection can real estate offer?
Like every asset class, the real estate sector is grappling with spiralling inflation and rising interest rates. In times like these, real estate has traditionally been seen as a hedge against inflation, but does it still hold true in the context of what has driven today’s inflationary picture?
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White papersIG Credit: Valuations More Attractive, But Uncertainties Loom
Despite the prevailing uncertainty, IG corporate fundamentals appear solid and yields are approaching potentially attractive levels relative to history.
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White papersCan “Friendshoring” Replace the G-20?
Any vision of closer commercial integration among U.S. allies and partners must be as inclusive as possible.
