All Commentary articles – Page 81
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Video“More can be spent than thought on the SDGs and the Paris pledges“
Trillions of dollars are needed for the UN’s Sustainable Development Goals and those of the Paris Agreement to be met – both are critical for a sound and sustainable economy. Yet existing policies are hindering the necessary flows of capital and require a reset. Enter Modern Monetary Theory (MMT).
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White papersInvestment Viewpoint: Asia Fixed Income Outlook 2022
2021 was historic for our asset class by many accounts. Asian High Yield (HY) had its worst annual performance since 2008, down over 11% and recorded a default rate of 13%.1 There was an unprecedented USD 50 billion of Chinese HY defaults which means one third of Chinese HY defaulted in 2021.
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White papersSaving the World is Hard
ESG investing has a long way to go, but why shouldn’t global financial markets do their part?
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White papersWhat’s the outlook for European asset-backed securities in 2022?
European asset-backed securities (ABS) outperformed many other areas of fixed income last year as investors were drawn by their floating rate properties and supportive fundamentals, including a resilient labour market and low arrears in underlying asset pools. But how strong is the outlook for securitisations in 2022?
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White papersSupply Change: How logistics is racing to meet demand
Core industrial property prices have never been as elevated as they are now, so selecting assets for which occupiers will pay higher rents is increasingly crucial to investment performance, argues UBS Asset Management’s Brice Hoffer.
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White papersAre Markets Signaling a Slowdown?
We see no sign of impending recession in calm credit markets, and in our view the flattening Treasury curve likely has more to do with the market’s failure to recognize growing structural inflationary forces.
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White papersFive reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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PodcastEM Debt in 2022: China, COVID & Central Banks
What lies ahead for EM debt markets in 2022? Risks include higher rates and inflation as well as uncertainties surrounding China and the path of the pandemic. But with defaults still low and spreads wide by historical standards, opportunities look likely to arise.
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White papersThought 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.
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White papersOmicron, 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.
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White papersInvesting 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.
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White papersHow 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.
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White papersTeaming-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.
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White papersWhy 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.
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White papersReal 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.
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White papersInfrastructure: 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
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White papersImpact 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.
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White papersInfrastructure 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.
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White papersResidential real estate: it’s not just ‘doing good’, it also makes financial sense
The growth of impact investing, and opportunities with residential housing
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White papersEmbracing 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.
