Latest Manager Research – Page 62
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White papersScaling SDG investing: Partnering to shape the future of outcome measurement
Sustainable Development Investments Asset Owner Platform (SDI AOP) has just released their Outcomes dataset, a new data solution that enables investors to track how investments are contributing to sustainable outcomes over time. We look back at how their work has evolved over the last decade when PGGM initially developed the SDI framework with APG to align investments with the United Nations Sustainable Development Goals (SDGs). The work has and continues to facilitate greater transparency and comparability among investors.
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White papersWhen new energy meets old wires
Institutional Investing in Infrastructure (i3) article – US electric grid infrastructure in the age of Trump and AI
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White papersBeyond location: Our approach to smarter real estate lending
Craig Oram, Mark Milovic, Jen Wichmann and Alexandra Levy recently sat down in front of the camera to discuss how various teams at LaSalle – in particular Research and Strategy – work in tandem with the US debt investment team to identify prime sectors and locations for investment.
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White papersSystematically Identifying Potential Biodiversity Risks
We see potential ways to efficiently and effectively evaluate biodiversity risks when constructing public market portfolios.
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White papersTariffs explained: Assessing global economic impact
The much-anticipated “Liberation Day” on 2 April has provided investors with more details on the direction of US trade policy under the Trump administration. Despite hopes of a more moderate approach, the tariffs were much more substantial than expected, raising the prospect of lower economic growth, higher inflation and interest rate cuts.
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White papersTrump’s tariffs – A paradigm change
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially derailing growth and raising recession risks. A major risk-off move is now underway as financial markets move to a completely new interpretation of ‘US exceptionalism’.
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White papersApproaching peak uncertainty in the Strait of the Sirens
Adding to stocks, trusting the sailors.
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White papersGold at a time of tariffs and trade war
“Gold prices should remain supported by demand for safe-haven assets, amid a threat of trade war, tariffs and their economic fallout.”
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White papersAvoiding the thorns
The bond market is a rational voice amid the panic caused by Trump’s tariffs.
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White papersDiversions Ahead: Finding Resilience in the Next Chapter
The US economy is resilient and appears to have reached a healthy equilibrium, but US policy shifts are on the horizon and may alter the balance.
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White papersWorst case
Trump’s reciprocal tariffs are more aggressive than the markets were expecting.
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White papersTrump tariffs roil markets. What’s next?
If investors were looking for a reason to sell US stocks, they found it in President Donald Trump’s sweeping tariffs. Following several weeks of volatility sparked by on-again off-again tariffs, Trump’s 2 April announcement of higher-than-expected levies against virtually every US trading partner sent shockwaves through global financial markets.
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White papersTariffs and credit markets
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios
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White papersSelf-fulfilling prophecy?
Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.
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White papersTariffs on Canadian lumber could boost U.S. production
With tariffs on U.S. imports of Canadian goods looming, we analyze the potential impacts on lumber markets and possible benefits for regions with untapped production capacity.
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White papersExpert perspectives: ‘Liberation Day’ tariffs unpacked
‘Liberation Day’ tariffs have intensified stagflation fears, driving risk-off sentiment across markets. Investors are shifting toward quality, selectivity, and liquidity, while real estate shows relative resilience amid broader uncertainty.
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White papersWhere Do Private Assets Fit in an Insurer’s Liability Profile?
In an investment regime that could see lower risk-adjusted returns on public credit, private credit’s potential is becoming increasingly attractive to insurers—and was a major talking point at AB’s recent European Insurance Forum. Insurers are warming to the attractions of private assets. But how can they use them to best effect?
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White papersTop ETF misconceptions debunked
To maximize the benefits of the ETF wrapper, it is vital to appreciate how, when, and with whom to trade ETFs. We dispel common myths and explain how a deeper understanding of the ETF ecosystem can assist clients in achieving best execution
