Latest Manager Research – Page 55
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White papersWhen will alternative fuels take off?
Biofuels, hydrogen, and sustainable aviation fuel have been mooted as potential low-carbon alternatives to fossil fuels. While they increasingly feature in company transition plans and government policies as an attractive opportunity, there are drawbacks that must be addressed. Will Farrell and Michael Yamoah identify the key issues.
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White papersLet Powell drive the bus
Trump’s attacks make it harder for the Fed Chair to steer the economy through the storm.
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White papersGlobal High Yield Credit Engagement Annual Report 2024
This year’s Global High Yield Credit Engagement – formerly called SDG Engagement High Yield Credit – annual report offers a deep dive into the engagement undertaken throughout the course of the year, as well as providing crucial performance insights:
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White papersThe greenback is singing the blues
But the US dollar’s recent decline isn’t a sign it will relinquish its status as the reserve currency.
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White papersA bunker for the trade war
Equity market neutral strategies offer potential for shelter amid volatility.
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White papersGlobal SMID Equity Engagement Annual Report
In this report we provide colour on the ongoing, mostly constructive, dialogues we are having with our investee companies. In many cases the direction of travel is positive. However, the pace of change needs to accelerate and we plan to re-double our efforts during 2025. We will continue to prioritise human capital-related topics for dialogue, encouraging companies to provide for the financial, physical and mental wellbeing of their employees.
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White papersTailoring real and alternative assets to illiquidity appetite
“Real and alternative assets are key to enhancing risk-adjusted returns. Private equity and debt are appealing in the search for higher return potential.”
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White papersGlobal Investment Views - May 2025
Extreme policy uncertainty in the US is leading to sharp movements and increased volatility. Recent bond yield dynamics signal a shift from seeking safety in US assets to a reassessment of Treasuries and the USD as ultimate safe havens.
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White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
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White papersIn volatile equity markets, low vol index strategies have shone
Global low volatility indexes have significantly outperformed the market so far in 2025. Boriana Iordanova looks at whether there could still be more upside potential.
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White papersHow to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
In the past few years, we have seen a growing number of Asian investors setting decarbonization targets for their equity portfolios. Some investors are interested in achieving carbon intensity reduction versus their market-cap based policy benchmark, while maintaining the desired broad market exposure.
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White papersBuilding the future of innovation
Selecting cities for life sciences real estate in Europe
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White papersFuture-Proofing and Holistic Sustainability: Driving Value Creation in Real Estate
The real estate industry faces a dual challenge: the escalating urgency of climate change and the imperative to deliver long-term value. Investors, regulators, and tenants are demanding concrete action, presenting both a challenge and an opportunity for real estate owners and managers.
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White papersAffordable housing: Where there’s need, there’s opportunity
The UK’s need for an increased supply of affordable housing also creates an opportunity for institutional investors seeking to produce tangible real-world social outcomes.
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White papers2Q 2025 European Insurance Trends
The latest economic, investment and regulatory developments affecting European insurers.
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White papersAn Overlooked Piece of the UK’s Productive Finance Puzzle?
How do UK small and mid-sized companies play a crucial role in helping the UK economy to thrive?
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White papersRedevco publishes its 17th Responsible Investment Report
We are proud to present our 17th Responsible Investment Report, which is a testament to our mission of transformative real estate that builds value for investors and enriches communities. This report, Connecting Performance to Impact, details the progress towards our sustainability targets in 2024 across four impact pillars: built environment, natural environment, social value and responsible governance.
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White papersInfrastructure debt – Broad opportunities, but risk must be managed closely
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private markets. Vincent Guillaume and Stephanie Passet, Co-heads of Infrastructure Debt, argue for a disciplined approach to risk tolerance.
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White papersThe forces reshaping China’s labour market
Few things define a nation’s economic story as clearly as its labour market. In China’s case, that story is one of staggering scale, deep-rooted divisions, and rapid transformation. With the largest workforce in the world, China’s labour market should be one of the most closely analysed. Yet opaque information and complexities obstruct conventional analysis.
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White papersInfrastructure debt – Broad opportunities, but risk must be managed closely
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private markets. Vincent Guillaume and Stephanie Passet, Co-heads of Infrastructure Debt, argue for a disciplined approach to risk tolerance.
