Latest Manager Research – Page 230
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White papersThe complexity premium in direct real estate
We feel real estate’s role as a source of complexity premium is underappreciated. Here’s why.
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White papersAdapt to Change
The NB Global Sustainable Equities team invests in companies that do no harm, have a durable competitive position and are adaptive to change.
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White papersThe vital role of investors in the carbon transition
Pre-COVID-19, the transition to a low carbon economy was already enjoying several tailwinds. But the onset of the pandemic has fuelled this drive as companies, governments and investors appear to have galvanised their efforts like never before in a bid to tackle climate change.
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White papersGlobal Investment Views - July 2021
The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy.
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White papersIt’s not easy being green: analysing corporate treatment of carbon-intensive activities
In response to the climate crisis the economy shows clear signs of shifting from “brown” to “green”. Driving this secular change, companies lower their carbon footprint by winding down or divesting carbon-intensive activities.
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White papers*Spotting the mega trends and the potential winners*
A number of mega trends are set to shape our world as it emerges from the pandemic, including disruptive forces that were already in place before Covid. For investors, this is a time to pay close attention: Uncertainty creates opportunities and to capitalise on disruption, you must be able to identify the long-term beneficiaries.
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White papersCommunity Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world and
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White papersThe “great acceleration” intensifies pressure on insurers
While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers. There is now greater urgency to adapt business models and portfolios while looking afresh at asset-liability management.
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White papersMunis in a new light
Things are not always what they seem. This is proving true in the municipal bond market, where a perception shift is underway that carries profound implications – and opportunities – for investors.
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White papersMacro environment buoys APAC real estate investing
The “lower for longer” monetary policy and stimulus packages, coupled with the rolling out of vaccine programmes favourably support real estate investing in the region, with offices and data centres presenting forward-looking opportunities.
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White papersThe Great Reset: Rethinking Globalization
The COVID-19 pandemic has provided a unique opportunity to reset and rethink our approach for a better future.
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White papersEquity factor investing – An ever-evolving journey
The multi-faceted nature of equity factor investing means it can play a dynamic and highly useful role in portfolios, especially for investors looking for a diversified exposure that can perform in the long run.
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White papersThe Blitz, agglomeration economies, and a giant supply-side real estate experiment
The tragedy and destruction caused by the Blitz created an unintended natural experiment in urban redevelopment. Chris Urwin reflects on what this can teach us anything about agglomeration economies and the resilience of cities.
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White papersReal Estate Outlook – Global, Edition 2 - 2021 - Inflation protection desirable
Economic performance varied by country in the first quarter, affected by different paces of progress against the virus. Real estate investment activity slipped slightly, but remained significantly above its nadir in 2020.
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White papersBond Yields Under a More Hawkish Fed
A more hawkish Fed may not lift Treasury or investment grade credit yields, and that raises important questions for fixed income investors and asset allocators.
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White papersBiden agenda: tackling income inequality and its potential inflation impact
The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike.
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White papersInfrastructure and the Move towards Net Zero
ClearBridge Investments: Infrastructure has a key role in the move toward decarbonization and net zero, with opportunities as well as challenges for different infrastructure sectors.
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White papersIs diversification over?
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments.
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White papersQuick Thoughts: Sourcing Income In Bonds, Real Estate, And Multi-Asset Solutions
Our Chief Market Strategist, Stephen Dover brought together a panel to discuss and share perspectives on recovery, growth, and current opportunities for income.
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White papersThe Fed’s Last Call for the Punchbowl?
Dr. Sonal Desai discusses the Fed’s challenge. With high uncertainty on the inflation and employment outlook, adjusting its exceptionally loose monetary stance at the right time and pace become a very difficult high-wire act.
