Latest Manager Research – Page 413
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White papersUK Real Estate Outlook Edition 1H19
Challenging year ahead for UK real estate as retailer woes continue
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White papersDoing the Math on Women’s Empowerment
No one organization is responsible for the advancement of women, and that means every organization is. Women’s empowerment starts with education. It continues with the ability to earn an equitable living, especially in fields where women are underrepresented, and crests with women playing leadership roles at work or owning their own businesses.
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White papersA dovish ECB, a little relief for the banking sector
The European Central Bank (ECB) announced a new series of TLTROs starting in September 2019 and changed its forward guidance, with a commitment not to hike rates this year.
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White papersFinding the opportunities in European real estate
The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
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White papers
Monetary Policy’s Effect on EM Debt
Rate expectations have changed materially across emerging and developed markets in the first quarter of 2019. What does this mean for emerging markets debt? Barings’ Ricardo Adrogué weighs in.
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White papersMarket Risk Insights
Mountaineers know that acclimatisation provides the best chance of success in an attempt on a formidable peak – and there are strong parallels with investing. In 2019, investors will need to be the equivalent of mountain-fit in their terrain: the markets
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White papersBrexit Endgame: Interest Rate Scenarios
The UK parliament holds a series of Brexit votes over the next week that could have wide-ranging implications on interest rates. We look at some scenarios.
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White papersTop trends in 2019 – Infrastructure Outlook
This paper focuses on three key themes in Europe and North America to help investors navigate portfolio allocation decisions.
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White papersTrade Deals and Political Realities
Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives?
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White papersBrexit Do-Over?
Will Prime Minister Theresa May’s proposal win the day for Brexit or will there be another referendum? The British pound is caught in the middle.
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White papersReal Estate Summary – Edition 1, 2019 Paper and Video
Downside risks rise and correction in retail sector evident, while paring back in monetary tightening to support real estate valuations
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White papersAsset Class Views: Medium and Long Term Expected Returns
We break down asset class dynamics into a long term component (or trend/fair value), mainly related to macroeconomic variables and a medium-term component, explained by economic and financial cycles.
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White papersTrading U.S. Money Market Spreads with SOFR, Fed Funds, and Eurodollar Futures
Learn about using short-term interest rate (STIR) futures as an efficient tool for trading basis spreads between U.S. Money Market rates.
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White papersOutlook for US office - changing occupier trends
The future of the office market has been at the subject of much debate and consternation among commercial real estate professionals and investors over the past decade.
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White papersImpact Report Q4 2018
From ending poverty and reducing inequality to tackling climate change and working to preserve our oceans and forests, humanity faces a number of global challenges. Today, investors are realising that companies have the power to address these critical challenges, but bold action must be taken.
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White papersThe future of energy
As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?
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White papersDream or dystopia?
Cities will face severe challenges over the coming decades, including digital disruption, population management and climate change. How they adapt to these pressures will determine the winning – and losing – cities of the future.
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White papersHow investors should deal with the liquidity dilemma
The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great fi nancial crisis and it is resurfacing in this late financial cycle phase.
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White papersGlobal Investment Views – March 2019
If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed.
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White papersHedging Repo Exposure in the Treasury Basis with One-Month SOFR Futures
Learn how CME One-Month SOFR futures can be used as an effective tool for hedging Treasury overnight repo exposure.
