Latest Manager Research – Page 66
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White papersFiorino: Can US consumers stretch debt reality?
String theory – which contends matter is made of tiny vibrating strings – offers lessons on the capacity of credit markets to adapt to slowing growth and recession risk.
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White papersJapanese reforms ignite investor optimism
The Japanese stock market has enjoyed a resurgence in recent months due to corporate governance reforms and a renewed focus on shareholder value. Shoa Hirosato and Haonan Wu explain some of the key changes and the likely benefits for investors.
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White papersA deadly harvest?
While synthetic pesticides are designed to kill certain species, they can also have unintended consequences for the environment and human health. By Sonya Likhtman and Zoe de Spoelberch.
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White papersPrivate Equity: Assessing ESG risks and opportunities
The effective integration of ESG issues into private equity can be a complicated exercise, owing to the ‘long-hold’ nature of the asset class. Diligent management of the relevant ESG risks and opportunities is therefore necessary and can form a crucial part of the investment process.
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White papersWill the US equities rally continue?
The blue-chip S&P 500 index was up 3.1% in July. But stronger than expected US jobs data has added to speculation about future interest rate hikes.
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White papersThe Electron Conundrum: An Investment Primer on Battery Electric Storage Systems
Battery energy storage systems will be a critical part of electrical grids that are being transformed by renewable energy production.
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White papersGlobal High Yield Roundtable
Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA’s Global High Yield Roundtable and discussed that state of the high yield market today, and how the team are navigating elevated levels of volatility.
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White papersWhy invest in agriculture now?
The solid fundamentals supporting farmland as an asset class remain. Now, new advances are sustainably increasing farmland yields while creating additional income streams.
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White papersNo Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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White papersPM Perspectives: Climate Buy and Maintain
PM Perspectives is a series of profiles highlighting the current views of senior investment leaders across Allspring. This issue profiles four of Allspring’s experts on our Climate Transition Buy and Maintain Credit strategy. The strategy was designed to provide a long-term investment approach that seeks to invest in companies leading decarbonization efforts while offering strong investment potential.
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White papersEnhancing farmland value through sustainable improvements
Sustainable agriculture can promote healthier and more diverse farmland ecosystems while aiming to enhance efficiency and profitability.
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White papersCould inflation surprises unsettle markets?
There is an old investment adage that says: “buy the rumor and sell the news”. Markets tend to try to anticipate forthcoming data such as inflation numbers, with investors building positions ahead of time based on their expectations. Once the outcome is confirmed, investors take profits (or cut losses) by exiting positions.
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White papersAnnual Report 2023: Unlock potential, Create tomorrow
The 2023 report is a consolidated summary of Dexus’s performance for the financial year ended 30 June 2023.
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White papersFaster, Greener, Stronger: The Green Data Centre Revolution
Green data centres sit at the intersection of the digitalisation and sustainability megatrends.
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White papersNavigating Generative AI? Consider a Framework
AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course.
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White papersShould investors fret over talk of China heading for a ‘balance sheet recession’?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?
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White papersThe race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.
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White papersSchroders Capital Global Real Estate Lens August 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersWhat if Everything’s Going to Be OK?
Falling inflation, recovering growth, relaxed central bankers—how one of the most widely forecast recessions in history failed to happen.
