Latest Manager Research – Page 173
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White papersThe Electron Conundrum: An Investment Primer on Battery Electric Storage Systems
Battery energy storage systems will be a critical part of electrical grids that are being transformed by renewable energy production.
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White papersGlobal High Yield Roundtable
Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA’s Global High Yield Roundtable and discussed that state of the high yield market today, and how the team are navigating elevated levels of volatility.
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White papersWhy invest in agriculture now?
The solid fundamentals supporting farmland as an asset class remain. Now, new advances are sustainably increasing farmland yields while creating additional income streams.
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White papersNo Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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White papersPM Perspectives: Climate Buy and Maintain
PM Perspectives is a series of profiles highlighting the current views of senior investment leaders across Allspring. This issue profiles four of Allspring’s experts on our Climate Transition Buy and Maintain Credit strategy. The strategy was designed to provide a long-term investment approach that seeks to invest in companies leading decarbonization efforts while offering strong investment potential.
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White papersEnhancing farmland value through sustainable improvements
Sustainable agriculture can promote healthier and more diverse farmland ecosystems while aiming to enhance efficiency and profitability.
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White papersFaster, Greener, Stronger: The Green Data Centre Revolution
Green data centres sit at the intersection of the digitalisation and sustainability megatrends.
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White papersNavigating Generative AI? Consider a Framework
AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course.
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White papersShould investors fret over talk of China heading for a ‘balance sheet recession’?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?
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White papersThe race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.
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White papersSchroders Capital Global Real Estate Lens August 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersWhat if Everything’s Going to Be OK?
Falling inflation, recovering growth, relaxed central bankers—how one of the most widely forecast recessions in history failed to happen.
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White papersThe Consumer and the Stock Market
As the “wealth effect” is driven less by house prices and more by investment markets, it may change our views on asset valuations and portfolio construction.
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White papersA Chip Heatwave Sweeps Across the Land of Fire
Read more on how the demand for high-performance and next-generation semiconductors is expected to rise as a result of secular trends like artificial intelligence and the energy transition.
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White papersNotes from the Road…or the Boarding Gate
This short note draws out common themes from our recent conversations and meetings with clients across the US, Canada, Europe and the Middle East. The questions we were asked ranged from monetary policy and inflation to strategic asset allocation, the impact of artificial intelligence and market liquidity.
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White papersPATRIZIA H1 2023 financial results: Resilient AUM but EBITDA impacted by muted market environment
PATRIZIA, a leading partner for global real assets, today published its H1 2023 financial results. PATRIZIA’s operating business was impacted by an environment of continued market uncertainty, high inflation and rising financing costs in the first half of the year.
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White papersEmerging Markets Sovereigns 2023: Capturing Alpha Through Differentiation
Investing in Emerging Market (EM) sovereign bonds has been mainstream for nearly 25 years, with the benchmark of choice among investors being the JP Morgan Emerging Market Bond Index (EMBI). Over that same period, the entire EM investable universe has grown in breadth and depth to become one of the most intricate in the entire fixed income space.
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White papersU.S. Economic Monthly: Consumers Keep At It
MIM now expects a recession to begin in 2024.
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White papersJuly CPI report: The case for a September Fed pause is building
The July Consumer Price Index (CPI) report showed that inflation continues to make meaningful progress toward the Federal Reserve’s (Fed) 2% target.
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White papersUS credit rating downgrade: investment implications
On 1 August, Fitch Ratings, one of the three main independent debt ratings agencies, downgraded US debt from an AAA rating to AA+ with a stable outlook.
