All Commentary articles – Page 79
-
White papers
Thought Leadership: Transformation in the property markets
Sustainable transformation of their real estate holdings is right at the top of the agenda for institutional property investors in Europe. Given growing pressure from European as well as national and local regulations to improve the sustainability of property stock, 68 per cent of the 150 real estate companies surveyed across the three largest European economies by Union Investment for its investment climate study are responding primarily by investing in sustainable refurbishment of their portfolios.
-
White papers
Omicron, Like Prior Variants, Took the Elevator Up, but Unlike Those, Fortunately, Is Taking the Elevator Down
Putting into perspective what appears to be the steady exit of the pandemic with an eye on global vaccination rates and cases.
-
White papers
Investing with impact into Real Assets
Pension funds are increasingly concerned with longer term inflation risks and asset classes with inflation- related returns look relatively attractive in current asset allocation decisions.
-
White papers
How to get to Net Zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
-
White papers
Teaming-up helps propel innovative and sustainable living in urban areas
Marrit Laning, recently appointed to Redevco’s Board as Chief Strategy & Innovation Officer, explains how the company is pushing ahead with its goal to create a new view on what sustainable mixed-use urban areas across Europe should look like, as it expands its presence in the residential sector.
-
White papers
Why there is no alternative to being sustainable
Despite growing global public awareness and pressure for urgent action on climate change, last year’s COP26 climate conference demonstrated that the world is still a long way from finding consensus on how to best tackle the issue.
-
White papers
Real assets—real solutions
The world is rapidly waking up to the dangers and risks posed by climate change, and sustainable and responsible investing is fast becoming one of the most important investment criteria globally.
-
White papers
Infrastructure: a direct route to impact investing
Interview with Gilles Lengaigne, Head of Origination & Corporate Development at Generali Global Infrastructure – part of the Generali Investments’ platform
-
White papers
Impact investing in real estate: the emergence of social infrastructure
Covid-19 acted as a game changer for the real estate industry. Partly because of the pandemic, structural trends – which were already bubbling under the surface – are now accelerating rapidly.
-
White papers
Infrastructure debt: The future is green
Sustainability and the energy transition have certainly remained at the forefront of government and public agendas, despite the pandemic. This is particularly true in Europe. It is also true that we’re seeing an increasing emphasis on ESG from institutional investors.
-
White papers
Residential real estate: it’s not just ‘doing good’, it also makes financial sense
The growth of impact investing, and opportunities with residential housing
-
White papers
Embracing the green-tinged premium to futureproof portfolios
By investing in real assets, pension funds are able to support the economy, create jobs and invest directly in assets that support the climate change transition – all while homing in on the prospects of long-term investment returns.
-
White papers
The road to Smart Olive: investing in a ‘Just Transition’
The Energy Transition is critical for our planet’s future. According to the United Nations, the world is likely to exceed 1.5°C of warming above pre-industrial levels within 20 years, even in a best-case scenario of deep cuts in greenhouse gas emissions.
-
Asset Manager News
Federated Hermes sponsors WWF Tiger Trail
To mark the Lunar New Year of the Tiger 2022, WWF-Singapore is launching an island-wide Tiger Trail of life-sized tiger art sculptures and tiger-inspired art pieces, designed and decorated by renowned international and local artists, housed against the backdrop of iconic Singapore landmarks.
-
Podcast
Investment Symposium Series – Christine Loh on China’s approach to climate change and biodiversity
What is China doing to address the impact of climate change and biodiversity loss? How is one of the world’s leading economies and a large emitter of greenhouse gases reconciling its ‘green’ policies and its continuing reliance on coal as an energy source?
-
White papers
Where Are U.S. Rates Going?
It is widely believed that the mainstream FOMC members, which includes Fed Chair Jerome Powell, belong in the dove camp. With global PMIs peaking, a tightening of monetary and fiscal policy are headwinds for the strong recovery.
-
White papers
A regional shelter from a potential global inflation storm?
Franklin Templeton Fixed Income’s Mohieddine Kronfol is cautiously optimistic the GCC region will continue to trend toward constancy.
-
White papers
The year ahead for loans: Favourable dynamics, but can it continue?
For European loans, 2021 was a standout year in many ways. Record new-loan issuance was met with equally robust demand from traditional loan investors and asset allocators, looking for relatively high and stable yield, while the drive towards sustainability has been both prominent and purposeful. In this piece we present our outlook for the key drivers in the European loan market in 2022.
-
White papers
Solving for a Year of Inflections
The Solving for 2022 delegates voted on what they think will be this year’s best-performing investment category—and here’s why we think they are right.
-
White papers
Asset Allocation Committee Outlook 1Q 2022
As we enter the new year, most of the global economy appears fundamentally in good shape, as demand continues to recover from the pandemic and supply chains are gradually restored.