Latest Manager Research – Page 64
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White papersLights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.
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White papersUnlock income opportunities across key credit sectors
As rate cycles around the world move toward their peak, we could now be at an inflection point for fixed income.
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White papersAI in financial services
There is a great deal of Artificial intelligence (AI) behind the scenes within financial services, but it is not disruptive to the industry. Rather, AI is sustaining innovation and improving efficiency.
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White papersRecent CRE transactions signal listed REIT strength
Listed REITs are now in a position to provide liquidity to the broader commercial real estate market.
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White papersIncome Generator: Back in Bonds
Bonds are once again becoming a cornerstone allocation within portfolios. We explain five actions bond investors could consider to capitalize on current trends we’ve identified.
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White papersReal Estate Convictions 2023 - Q2, August 2023: An Asset Manager’s View of the European Real Estate Markets
Although some economies contracted towards the middle of the year, global growth could prove more resilient than predicted over 2023 as a whole.
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White papersHelping complete the research ‘puzzle’ with ESG integration
ESG adoption is now widespread among investment managers. Ninety percent of the 1,130 global investors surveyed in our latest ESG Global Study* have integrated ESG into their investment approach. Rising client demand, the desire to make an impact, new regulations and greater recognition of the potential financial consequences of ESG considerations have been cited by previous survey respondents as the main drivers for continued adoption.
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White papersAustralian real estate debt
In this paper on the Australian real estate debt market, we outline why we believe Australia provides an exciting and potentially lucrative market for experienced non-bank lenders who can carefully assess the available opportunities and achieve the optimum risk-adjusted returns.
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White papersSustainability at Hazelview: 2022 Sustainability Report
This report communicates our significant environmental, social and governance (ESG) topics and impacts from our activities, and highlights our sustainability approach, accomplishments, performance and future commitments for the year ending December 31, 2022, unless otherwise stated.
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White papersNYC Congestion Tolling: Winners, Losers and Unintended Consequences
Investors in municipal bonds are following the NYC congestion tolling situation as the MTA is a frequent borrower in the municipal bond market, but they are not the only borrower impacted by the program.
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White papersThe Limited Impact of the U.S. Downgrade on Munis
The credit quality of states as a group is not constrained by the U.S. sovereign rating and we don’t expect the U.S. downgrade to have an outsized impact on muni bond valuations going forward.
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White papersA new dawn for voluntary carbon markets?
The Integrity Council for the Voluntary Carbon Market (ICVCM) recently introduced its long-awaited Assessment Framework aimed at enhancing transparency and credibility in the voluntary carbon market. These guidelines have the potential to boost confidence and participation, while driving price differentiation for high-quality credits in a market projected to grow to about USD 250 bn within the next decade.
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White papersMonthly Research Report - August 2023
Cre Lending Stabilises While Debt Funding Gap Remains
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White papersDiversifying + Defensive Equity Approaches
In times when downside risk may lie ahead, a combination of diversifying and defensive equity approaches can potentially improve the probability of achieving positive outcomes.
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White papersAssessing bond value in the new era
Brandywine Global: Fiscal stimulus has propped up real yields, but the effects may fade just as the lagged effects of monetary policy kick in. The result? Slower nominal growth and a better backdrop for bonds.
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White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
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White papersWhat’s happened to the cycle?
Conventional market wisdom dictates that a slowdown normally becomes a recession, and that investors should sell equities ahead of a downturn. Additionally, higher rates should eventually lead to lower inflation, at which point investors typically favour bonds. These phenomena tend to overlap more as the threat of a recession grows.
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White papersSustainability watch: nuclear fusion, carbon markets, and biomass bottles
Our selection of sustainability news from August includes news of Brazil’s green transition plan, record high sea surface temperatures, and how to turn CO2 into yarn.
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White papersBeijing faces limited options to tackle economic woes
Many investors hoped that China’s re-opening following the end of zero-Covid would fuel a global rebound. But the country’s economy was in poor health before the pandemic.
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White papersVideo killed the radio star: why private equity investors need to rethink the re-up
With seismic shifts occurring in the investment environment, we believe LPs need to assess how their private equity portfolios are positioned, and may need to consider options they’ve previously overlooked.
