Latest Manager Research – Page 174
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White papersThe Evolution of the Global Office Sector in a Post-COVID World
This short paper summarizes Allianz Real Estate’s view on how the office sector will evolve post-COVID-19 – primarily, how we expect buildings and cities will adapt and accommodate as greater numbers of people work remotely.
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White papersIs now the right time to invest in commercial real estate (CRE) debt in the U.K.?
Based in London, Christian oversees the origination, portfolio management and business development activities for Nuveen Real Estate’s debt platform in Europe. Here, Christian gives his view on why now is the right time for investors to engage in commercial real estate (CRE) debt in the United Kingdom.
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White papersAffordable housing: The need for affordability preservation
Affordable housing has become less accessible across the United States as rent inflation outpaces income growth for mid- to low-income earners and as the housing supply deficit continues into its second decade. These trends have created significant demand for all rental housing, but most acutely, affordable housing.
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White papersEmerging Markets in a World of Higher Long-Term U.S. Inflation
In an effort to stave off disinflationary impulses in the economy, the Federal Reserve’s Flexible Average Inflation Targeting (FAIT) framework announced in 2020 was one of the most important shifts in monetary policy strategy in years.
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White papersImpact Report, Q1 2022
While we believe recent price inflation is likely to be transitory, the current state of affairs has nevertheless unnerved investors, prompting fears of a further rise in interest rates.
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White papersMarket snapshot: a glimmer of hope amid China’s lockdowns?
The People’s Bank of China held key interest rates steady this week despite widespread expectations that it would further loosen its monetary response
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White papersSustainable Global Equity Report, Q1 2022
In this latest update on the Sustainable Global Equity strategy, fund manager Martin Todd asks: Is ESG inflationary?
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White papersHow does LOIM address the forest management challenge?
It is nearly impossible to talk about nature-positive development ambitions without talking about the need to improve forest management practices. Whichever way you look at it, the statistics on global loss of tree cover are a scathing reminder that our deeply extractive economic model is threatening the planet, humanity and economic output worldwide.
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White papersMiddle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not direct nor easy to identify, they give their views on how local economies are faring amid the volatility.
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White papersThe Benefits of Greater Concentration
Franklin Mutual Series believes a concentrated portfolio of value stocks with an eye toward diversifying sources of risk can be an important part of a broader investment portfolio.
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White papersHow regenerative agriculture can sow the seeds of change
In the fifth article in our EOS Insights series on the social and environmental impacts of the global food system, Sarah Swartz explores the benefits of regenerative agriculture.
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White papersWhy Passive ESG Fails to Deliver
Investing based on environmental, social and governance (ESG) factors has gained traction in recent years, reflecting the interest of many investors in deploying their capital to positively influence corporate practices and drive sustainable change.
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White papersMiFID II and ESG preferences: A paradigm change in Europe?
The revision of the European Union’s MiFID II directive taking effect this August and requiring investment firms to assess clients’ sustainability preferences sets a regulatory priority that will impact asset management professionals in 2022 and beyond.
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White papersPrivate debt attractive amid public asset volatility, increased inflation and rising interest rates
Public asset volatility, increased inflation concerns and rising interest rates are driving more interest in private debt than ever before, finds a recent survey published by The Lead Left, founded by Randy Schwimmer, co-head of senior lending at Churchill Asset Management.
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White papersSaving the world doesn’t have to cost the Earth: ESG positioning for new builds, as well as existing assets
Sustainable returns are well within reach. But we must act with haste by not only looking at new builds, but also at the possibilities that existing assets hold for ESG repositioning, as it will prove very difficult to manage a real estate portfolio on failing foundations.
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White papersMIPIM 2022 – Making an impact
At this year’s MIPIM conference, environmental, social and governance issues were at the forefront of discussions with driving urban change being the main theme. The insights in this collection of articles, gleaned from our research and the conference, highlight how real estate investors can make a difference and how we can create positive, impactful outcomes.
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White papersThe inflation psychology is kicking in
After a decade of central banks struggling to bring inflation up to target, the start of 2022 has been characterised by a shift in the inflationary environment worldwide. US inflation is at its highest level in over 40 years, with other DM trailing close behind.
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White papersWhy private real estate in an inflationary environment?
Hotter-than-expected inflation is stoking investment opportunities in real estate. We believe real estate may be the right investment for today’s investor.
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White papersTransitioning to Net-Zero in Credit Portfolios
From defining and setting interim targets from day one, to the critical role of bondholder engagement, we reflect on the process of putting together a major net-zero credit portfolio.
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White papersThe energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
Inflation was already running well above central banks’ targets as we entered the year. The war has put additional pressure on prices and supply chains and this could have repercussions not just on oil, but on other commodities as well. Furthermore, given these (intermediate) commodities are used in the production of other finished products, we are likely to witness more broad-based inflation, particularly in Europe, the region closest to the crisis.
