Latest Manager Research – Page 96
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White papers
Why private credit is the best option for mid-market buyers
We see a historic opportunity to achieve double-digit unlevered returns on senior secured debt through rigorous underwriting and mindful credit selection, says Blair Faulstich, senior portfolio manager at Benefit Street Partners.
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White papers
Is Europe Facing Another Banking Crisis?
Investors in European bank shares have been rattled by recent turmoil in the sector. But many banks are in much better shape than widely perceived, and the sector is subject to much tighter regulation than in the US. Select financial stocks should be able to weather the storm and perform well over time.
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White papers
ESG Thema #12 - Responsible Investing in Asia: Outlook 2023
Asia, home to 60% of the world’s population and one of the fastest growing economies, which account for over half of the world’s greenhouse gas emissions, has its distinct challenges both in terms of economic development and transition towards an inclusive low-carbon economy.
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White papers
Under the Macroscope: China’s consumption triangle—a possible trinity
China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.
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White papers
Advancing inclusion and diversity in infrastructure
The body of research evidencing I&D as a powerful driver of business growth and performance continues to grow. I&D has been increasing in prominence as a sustainable investment theme in major public markets globally for over a decade, and private market investors are increasingly following suit.
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White papers
With High Yield, Shorter May Be Better for Insurers’ Yields…and Capital Efficiency
With yield curves inverted in many parts of the world, investors no longer need to increase interest-rate risk to bolster yields. Instead, they can achieve the same end with shorter-duration high-yield bonds. For insurance investors that have typically shied away from high yield, we think this landscape—and the regulatory treatment—present a compelling opportunity.
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White papers
From Healthcare Real Estate To The Well-Being Society: new challenges for Europe
Enabling people to live in good health, and promoting well-being at all ages, are essential conditions for improving the quality of life.
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White papers
Why is agriculture such an important focus for the sustainability transition?
Agriculture intersects with several UN Sustainable Development Goals, in particular zero hunger, life on land and life below water, good health and responsible production. Around the world, more than 70% of freshwater supplies is used for agriculture and, according to the Intergovernmental Panel on Climate Change, the industry generates 22% of global greenhouse gas emissions. Without action, capping global warming at 1.5°C will be impossible and biodiversity loss will continue.
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White papers
History Doesn’t Repeat, but It Often Rhymes
Diversification is often key to navigating down markets, but focusing on the mix of stocks and bonds may not be enough.
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White papers
Net-zero infrastructure – setting the standard
How can we measure the emissions performance of infrastructure investments? Read more about net-zero standards.
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White papers
Lower service productivity, higher inflation?
If there is one word that our media has been able to relay in recent months, it is inflation. Price growth was the market’s problem in 2021 and it has become the public’s problem in no time. Whereas in previous periods of rising inflation, the arrival of the topic in the mainstream media more or less marked the end of the problem – let’s remember the worrying inflation of the summer of 2008 or the first quarter of 2011– this time, it is quite different.
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White papers
The value of nuance in Europe’s diverse living sector
Europe’s residential market is in transition, driving increased demand for alternative living solutions at each stage of the living cycle. A spectrum of countries and subsectors requires a granular approach.
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White papers
It’s time to take a chance on Europe
For the Sustainable Europe team, strategies that only follow the market rarely outperform the market. With such unjustified pessimism on the region from investors, we think it’s time to take a chance on Europe.
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White papers
Real Estate Value in Turbulent Markets
We analyze the good, the bad, and the ugly of the correction in global commercial real estate.
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White papers
Climate change and social inequality: how does climate change impact on inequality?
The research study stressed that considering social inequalities and properly accounting for the distribution of consumption and damage within regions in climate modelling is of paramount importance. Without doubt, there is a trade-off between social and environmental objectives.
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White papers
Trending themes in real estate securities and carbon reduction
This paper explores the intersection of investments in real estate securities and carbon reduction policy and why now can be compelling from both an environmental and an economic standpoint.
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White papers
Water Scarcity: Sustainable Investors Address a Growing Scourge
Water scarcity is no longer just a problem for developing countries in desert climes. As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
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White papers
A viewpoint on CLO markets: past, present, and future
Himani Trivedi, head of structured credit at Nuveen, shares her thoughts on the current state of the CLO markets, a lookback to 2022, and a view of what the coming year holds for CLOs.
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White papers
Unique Attributes of Real Estate Investments
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with William Pattison, Head of Real Estate Research at MIM to discuss real estate investing.
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White papers
Labs: Specialized spaces offer growth in innovation
The global spotlight shines on the life sciences sector, thanks to record mobilization to deliver life-saving vaccines. This unprecedented success was the culmination of decades of research performed in just a handful of laboratory clusters in select cities across the U.S.