Latest White Papers – Page 103
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White papersDriving impact: Why the US represents a hive of opportunity for sustainable investors
From renewable energy and water treatment to precision agriculture and artificial intelligence (AI), the US is home to many of the world’s most innovative companies leading the battle against climate change and biodiversity loss.
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White papersUS exceptionalism: Can the world’s largest economy keep delivering for investors?
On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
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White papersWater in crisis – searching for solutions
The world is facing a water crisis. Around the globe we either have too little (drought), too much (flooding) or too toxic water.
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White papersZambia: A Resource-Rich Copper Giant Awakens
Boasting Africa’s second-largest reserves of copper, Zambia has a unique opportunity to leverage its natural resource endowment and make real progress on the road to development. Despite some near-term challenges, we believe this landlocked nation in Southern Africa is on the rise, tackling debt, investing in its future, and capitalizing on its abundant resources.
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White papersUS consumer price pressures are subsiding
“Declining US inflation is positive for US bonds, and investors should also keep a global approach to potentially benefit from attractive yields elsewhere, including in emerging markets.”
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White papersSolar PV 3.0 – the next wave of innovation in the solar industry
It seems odd to say that solar photovoltaic (PV) technology has come a long way since its use in space exploration in the 1950s – arguably, the first wave of innovation that honed its commercial applications. How much further can we go beyond space?
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White papersDriving Sustainable Outcomes: Infrastructure Debt and the Sustainable Development Goals
Infrastructure investment is vital for enhancing quality of life, driving economic development and promoting social equity. It fundamentally shapes how we live, how economies function and the inclusivity and resilience of our communities and environment. To meet global infrastructure needs, including the UN Sustainable Development Goals, an estimated $97 trillion in investment is needed by 2040.
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White papersThe case for resilient high yield private credit
With inflation lingering and rates moving at a much slower pace than expected, infrastructure debt, particularly in the higher-quality sub-investment grade space, offers attractive returns and resilience for investors seeking a safe haven in a changeable market, explain Infranity experts.
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White papersWill the US presidential election endanger an investment boom?
The onset of the pandemic saw the US endure a period of remarkable economic turbulence but it has since transitioned to a phase of unexpectedly strong growth. One factor underpinning this trend has been the somewhat unusual, acyclical nature of investment spending. Far from exacerbating broader swings in the economy and falling sharply in the wake of higher interest rates – the traditional response – investment spending has remained solid.
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White papersAsset-Based Finance: Private Credit’s Key Diversifier
Private capital is increasingly being used to finance consumer spending.
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White papersAligning with global sustainability standards benefits investors
Reporting on climate risk has come a long way in recent years. Now, with the convergence of major standards, the promise of a global baseline for sustainability reporting is closer than ever.
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White papersGreen and Sustainable Bonds: Five Key Questions
With strong sustainable EU initiatives, plus the conclusion of the hiking cycle, attractive carry in interest rate curves, and the likelihood of lower interest rates amid evolving monetary policies, the outlook for green and sustainable bonds is promising, explain the portfolio managers of the Generali Investments SICAV (GIS) SRI Euro Green Bond subfund.
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White papersEngagement case study: LyondellBasell
As part of the Climate Action 100+, we co-led engagement with the company on setting and disclosing ambitious climate targets.
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White papersUK outlook brightens as rate cuts loom
The Bank of England held rates at 5.25% this week, but its accompanying statement made clear that, given the broader outlook for inflation, the prospect of rate cuts this summer has increased.
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White papersGreen bonds boom boosts case for credit engagement
EOS has engaged with companies on behalf of bondholders for many years, recognising that credit portfolios can be hard hit in the wake of serious controversies. Ross Teverson explains how we have evolved our engagement approach as the size of the sustainable bond market has grown.
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White papersImproving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
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White papersMeta shifts the narrative on dividends in the world of Big Tech
Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies. Soon after, Alphabet and Salesforce followed suit, announcing dividends for the first time.
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White papersStart with the farmer
California farmers lead the way in sustainable agriculture while navigating water infrastructure limitations.
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White papersPositives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papersEconomic Monthly: Flying Blind
The U.S. Federal Reserve (the Fed) has reduced the pace of quantitative tightening (QT), the European Central Bank (ECB), and potentially even the Bank of England (BoE), could begin cuts as soon as next month, and the dot plot shows the Federal Open Market Committee (FOMC) cutting rates later this year.
