Latest Manager Research – Page 217
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White papersFrom carbon emitters to carbon cutters
How an engagement programme with teeth can drive change where it matters most.
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White papersGrowing Pains for EM Corporates Amid China’s Regulatory Crackdown
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
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White papersEmbracing change, optimising impact
Managing for impact is different from measuring impact. Discover practical insights into impact investing with Nuveen’s guide to integrating impact into financial analysis of alternative classes.
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White papersNet zero on the menu
In the third article in our EOS Insights series on the social and environmental impacts of the global food system, Joanne Beatty and Dr Emma Berntman look at dietary choices and plant-based menu options.
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White papersChina in the spotlight: what markets should look at
Over the past weeks, financial markets have been shaken by the Evergrande saga – China’s second-largest property developer – which is facing difficulties in servicing its huge debt pile (it needs to repay some $7.4bn of bonds maturing in 2022).
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White papersWill the Pandemic End Secular Stagnation?
The forces that drove rates, inflation, and growth lower for the last four decades remain as strong as ever, but there is hope for change.
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White papersCould Evergrande Become China’s Lehman Brothers? Probably Not.
Evergrande is the biggest property developer in the developing world. Its debt of RMB 570 billion (US$88 billion) makes it one of the most indebted companies globally.
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White papersThe climate wars: Why rising temperatures mean rising conflict
With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.
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White papersThe case for European Core
Europe offers twin benefits of stable returns with lower volatility and diversification to international investors with a deep opportunity across markets and sectors. Increased weighting towards logistics and residential, despite elevated pricing, ought to “fix” European relative underperformance while further enhancing stability of return.
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White papersThe Great Reckoning—Reflecting on the Evergrande Saga
China’s economic growth deceleration, triggered by a zero-COVID-19 policy and multi-faceted regulatory tightening, has been of increasing concern to global markets. Removing excesses and improving the health of the property sector have been objectives of the more stringent regulatory environment, but these efforts have resulted in acute financial duress for Evergrande, one of the China’s largest and most indebted property developers.
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White papersEvergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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White papersReal Estate Outlook – Switzerland Edition 2H21
We expect economic recovery to progress in the coming quarters despite the resurgence of COVID-19 cases.
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White papersGerman election remains open, with an eye on the green transition
Almost certainly, either the SPD – if its recent surge in the polls is to be trusted – or the conservative CDU/CSU will come first in terms of votes and seats, unless the Greens manage an unexpected comeback. However, as has happened in previous elections, no party will secure a majority in the Bundestag by itself. Polls indicate that for the first time a three-party coalition will be required to form a majority government.
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White papersESG Thema #3 - How can investors contribute to Net Zero efforts?
While carbon emissions have been increasing slowly despite efforts to bring them down, “net zero” commitments, however, have skyrocketed. Setting climate objectives used to be the appanage of public actors, but no longer. Investors are increasingly on board and net zero alliances exist for all kinds of financial institutions: asset owners, banks, asset managers. On top of that, at the COP26 in Glasgow, a net zero alliance of alliances will be launched “the Glasgow Financial Alliance for Net Zero”.
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White papersWhere next for credit markets?
There are a host of challenging questions for credit investors right now, among them:
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White papersFinancial inclusion: an economic opportunity for all
Almost a third of adults globally (about 1.7 billion people) remain unbanked, half of whom are from the poorest 40% of the world population.
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White papersCOVID-19 Strained Participant Financial Wellness: Can Employers Help Them Recover?
With COVID-19 still a top employer concern, protecting workers’ health and well-being naturally comes first. But the pandemic’s impact isn’t limited to only physical and mental health: financial wellness is also ailing. The crisis has exacerbated the problem, but it’s not exactly a sudden occurrence.
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White papersThe U.S. office market in a “post-COVID” world: shifting challenges offer rewards and pitfalls
The office sector faces unique challenges during the coming decade. In this special report, we examine the return to a new normal for the office property type and what it means for investors going forward.
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White papersECB’s shy monetary policy turn has started
ECB’s Governing Council have decided on a “moderately lower pace” of PEPP purchases based on an improved inflation outlook amid favorable financing conditions. Quite importantly, the decision was taken unanimously.
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White papersEurope’s recovery is booming, but is inflation here to stay?
Mauro Valle, head of fixed income at Generali Investments Partners S.p.A. Società di gestione del risparmio and manager of the GIS Euro Bond fund range, discusses why he is cautious on inflation risk and why the outlook is positive for Italian government bonds.
