Latest Manager Research – Page 5
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White papers
Europe: a hot spot in the fast-moving world of data centres
When it comes to data centres, the speed of evolution of the market might be best demonstrated by considering the incredible increase in data used in our everyday lives. Today, more data is created in an hour than was produced in an entire year two decades ago. By 2025, the sum of generated data will eclipse 175 Zettabytes (ZB), up from only 18ZB in 2015.
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White papers
Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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White papers
Pursuing opportunity in an uncertain market
Utilising the Geographical Evaluation Model (GEM), DWS’ proprietary research approach to examine historically high growth markets
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White papers
Don’t Fight the Fed Means Higher Real Rates
Global equities and bond markets declined sharply last month, as some indices reached new yearly lows, while rates jumped in the opposite direction and US and German 2-year yields culminated at yearly highs.
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White papers
Riding the demographic wave
Senior housing. Demand for this property type is driven by predictable, long-term demographic trends. The sector also has other appealing fundamentals, including an attractive income return and greater opportunities for value creation than in many other sectors. This is particularly true in Europe.
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White papers
Japan Is Back on the Risk Radar
Japan and the extreme moves in its currency are among the most important dynamics in capital markets right now—here’s why we think they should loom much larger in investors’ minds.
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White papers
Impact investing in an era of change
Society has endured a tumultuous period over the last two years. A global pandemic, economic uncertainty, and military conflict in Europe. These events have caused deep loss and upheaval to the daily lives of individuals, families, and communities around the world. With uncertainty touching many aspects of personal and professional lives, this period has been challenging for many.
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White papers
Invest in biodiversity to save the planet
The loss of biodiversity is one of the biggest problems facing humanity. Over the last century, we have seen unprecedented real GDP growth and have made huge progress on many fronts such as benefitting from improvements in mortality rates and technological advances. Unfortunately, in the process we have chosen to ignore nature and have altered 75% of the earth’s surface and 66% of the marine environment1 to satisfy our consumption and energy needs.
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White papers
ESG integration in emerging markets investments
Some EM countries are making strides in addressing ESG considerations which can help mitigate risk but also offer improved earnings and stock appreciation. In recent months, the Russian war, and regulatory changes in China have reminded investors that EM companies may still be subject to external macro governance risk.
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White papers
EM equities: evolving and transforming
Emerging markets are undergoing a seismic shift. While they have traditionally been perceived as dominated by ‘old economy’ industries, many EM economies have transitioned from ‘primary’ and ‘secondary’ industries toward more ‘tertiary’ or service-based industries over the past decade.
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White papers
Customisation: the new frontier of passive investing
Commentators often oversimplify investing to a binary choice between what they perceive as two competing alternatives: actives and passives. The commentators overlook the fact that choosing a standard index is really an active asset allocation decision. Also, the way an index is constructed ultimately drives the selection of securities and, in some cases, the countries or regions in which an indexed portfolio will invest.
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White papers
Impact investing: the role of finance is critical in the race to net zero
How can finance be a positive driver for change to scale the shift towards a low-carbon economy?
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White papers
Hydrogen: Acting today for tomorrow’s net zero economy
CPR AM has been a committed climate player for several years now and has been innovating to offer investment solutions addressing the climate transition across all asset classes.
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White papers
Aligning or progressing?
Institutional investors’ desire to understand ‘SDG impacts’ in their traditional liquid market portfolios.
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White papers
Real estate: Going against the crowd
The pandemic has been a positive catalyst for some sectors, like logistics, but those associated with an agglomeration of people, including retail, hospitality and leisure, have been at the sharp end. This has created a pricing opportunity for investors that are prepared to invest against rather than with the crowd into sectors like hotels, which have suffered as a result of forced closures.
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White papers
Net Zero: An Investor’s Implementation Guide
Recent years have seen various investor and regulatory bodies propose investment frameworks to reach net zero.
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White papers
Financing the Future with Bonds that Matter
In the fast-growing field of responsible investing, environmental, social and governance- (ESG-) labeled bonds offer investors an especially appealing proposition by linking financing to sustainability goals. But not all these securities are created equal. Investors with a responsible agenda must make sure the bonds they buy are genuinely helping to create a better world.
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White papers
A Value Opportunity in Hybrids
Recent spread-widening appears to reflect concern about rising rates incentivizing extensions, and an economic slowdown incentivizing coupon deferrals—concerns we regard as significantly overstated and a source of attractive valuations.
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White papers
Natural capital: The future of land investments
Natural capital and the ecosystem services it provides are the foundation of both human wellbeing and our economic system. It has never been clearer that responsible stewardship of our land-based assets is essential to long-term productivity. By improving the management and measurement of these assets we can develop a richer and more resilient base of natural capital.
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White papers
Taking real action on climate change is more critical than ever
As Thibaud Clisson explains, the window to limit the global temperature rise to 1.5C is closing fast, but there are investable solutions that can keep it within reach.