Latest Manager Research – Page 207
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White papersClimate Financial Risk Forum
On Thursday 21st October, the outputs of Session 2 of the UK Climate Financial Risk Forum (CFRF) were launched. In this article, Kate Fowler, Senior Responsibility Analyst, sets out the role of the CFRF and why it is so important to developing industry best practice.
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White papersTo rewrite our future, we must invest in nature at scale
During COP26, His Royal Highness the Prince of Wales and founding members of the Natural Capital Investment Alliance (NCIA) – including Lombard Odier – emphasised the environmental and economic necessity of investing in nature at scale, and how forward-looking investors can find opportunities in the solutions urgently needed.
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White papersEurope’s living sector shows strong signs of life
One in every four euros is invested in Europe’s living sector, but which assets are thriving the most? Activity in senior housing and care assets has helped the sub-sector grow a record 13% share of overall residential transaction volumes, while both student and subsidised housing are also strong performers.
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White papersUnravelling the conflicts in ‘Double Materiality’
Where do you draw the ‘moral’ line and how do you have a genuinely positive impact?
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White papersGolden Years: Investing well and ageing well
As the Generali Investments SICAV (GIS) SRI Ageing Population subfund celebrates its six-year anniversary this October, Giulia Culot and Olivier Cassé, co-fund managers, dive into one of its key investment themes – ageing well, both financially and physically.
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White papersThe inflation debate: Will price pressures persist or start to recede?
This Global Macro Shifts explores inflation in the US, comparing the case for temporary inflationary pressures against the argument that high inflation will become more persistent and entrenched.
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White papersGreen winners in the global economy: research by Lombard Odier and Oxford University
The transition to a green economy is shifting the competitive landscape of the global economy as more countries, regions and corporates commit to net-zero targets. Who will be the winners as humanity targets a 1.5°C limit for global warming?
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White papersA fair cop: Why social justice is vital to climate action
For too long, issues of justice and equality have been left out of the climate conversation. But policymakers, companies and investors are slowly beginning to acknowledge the social dimensions of climate action.
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White papersBiofuels Thrive on Net Zero Carbon Ambitions
The stated global ambitions by nations to reduce their use of fossil fuels is seeing a rise in the demand for more sustainable energy sources and biofuels appears to be at the forefront of the change.
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White papersMonetary Seesaw – The Treasury and Fed at Opposite Ends
Over the coming months the Federal Reserve Bank will increase the supply of coupons in the market as it tapers its purchases of treasury and mortgage-backed security (MBS) assets. Meanwhile, the U.S. Treasury will decrease the amount of coupon issuance. These seesaw dynamics could make interest rate markets move in unique ways.
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White papers3 ways the cloud can change our future
The global economy experienced a marked acceleration in digital transformation during the COVID-19 crisis. According to data compiled by Statista, the world’s spending on digital transformation is projected to increase from US$1.3 trillion in 2020 to US$2.4 trillion in 2024.1
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White papersBuildings for change: impact investing in U.K. real estate
Real estate is a natural home for impact investing. The built environment offers scope to create positive environmental and social benefits for communities, as well as attractive financial returns for investors.
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White papersLong-term perspective on markets and economies - 2022 Outlook
As we head into a new year, it’s clear in hindsight that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak. In my view, that means the powerful upswing in equity prices since then is simply a continuation of the bull market we’ve seen over the past decade. Market leadership today is essentially the same as it was before the pandemic.
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White papersNo more decades for dithering: It is crunch time to push climate policy
A major new forecast commissioned by the UN-supported Principles for Responsible Investment (PRI) argues that accelerating the implementation of climate change policies by 2025 would render the ‘below 2C’ Paris Agreement target feasible.
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White papersAll-time highs on equity markets in spite of (almost) everything
After a difficult end to September for global equities, October started well before a brief pause and then a sharp rebound. Inflation concerns linked to skyrocketing energy prices weighed on equity markets before strong company earnings reports brought relief. WTI crude oil rose by 11.4% to end October at USD 83.60, marking a high since October 2014.
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White papersTake note. Is core real estate pricing overheating?
At the start of the COVID-19 outbreak, the idea that core European real estate pricing would in many markets be higher in 18 months’ time would have been almost unthinkable. But with governments pumping liquidity into the financial system, economies rapidly recovering and interest rates stable at record low levels, that is the situation we find ourselves in.
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White papersMacro Perspectives: Supply shocks, stalling growth and inflationary surprises
In this Macro Perspectives, we explore potential policy shifts in 2022, labor dynamics, oil and gas shocks, and the implications of slower growth in China.
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White papersClimate change: Nine reasons why COP26 needs to work
Climate change is the greatest threat facing the world today and the urgency for action has increased dramatically. The sixth assessment report from the Intergovernmental Panel on Climate Change (IPCC) delivered a stark message on the pace and extent of global warming and its effects.
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White papersRoadmap to Net Zero Carbon
Orchard Street Investment Management (OSIM) has committed by 2030 to achieve net zero carbon for our landlord emissions, refurbishments and corporate emissions, and by 2040 for our occupier emissions and fit-outs.
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White papersRethinking the role of the office for a post-COVID world
From now on, companies want their office spaces to work as hard as their employees do.
