Latest White Papers – Page 140
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White papers2022 Stewardship Annual Report
Read about how we embrace responsible, active ownership by engaging with investee companies and voting proxies, with the goal of maximizing long-term value of our clients’ assets.
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White papersNasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure the weights of its constituents should prompt investors to think about the broader concentration risks in US equity markets, particularly in passive portfolios.
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White papersEnergy efficiency: Innovating in environmental solutions
Impact investors seek out companies providing innovative solutions for the world’s most pressing social and environmental challenges. This case study considers how one impactful company, Schneider Electric, aims to help reduce global emissions by creating innovative energy-efficiency solutions for buildings and industry.
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White papersHow cost-conscious buy and maintain strategies seek to avoid pitfalls in credit investment
Buy and maintain (B&M) strategies can have the same characteristics and potential benefits of traditional credit portfolios. They can provide the yield, spread over government bonds, income and potential returns from the bonds held, as well as the potential to fulfil investors responsible investment objectives.
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White papersClimate Innovation and the New Capex Cycle
The backdrop for investing in climate innovation is at a critical inflection point
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White papersThe Meaning Behind the Mean
The headline characteristics of today’s market obscure a wealth of opportunity, in both public and private markets.
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White papersTackling the climate emergency requires a socially just transition
The world is not equal under climate change, as both its impacts and the resources needed for mitigation and adaptation are distributed unequally. However, for active investors, capital markets could be a force for climate justice.
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White papersVision Pro: Fashionable Ski Goggles or Ironman’s Jarvis?
Read more on how revolutionary devices are set to redefine the way we interact with technology and lead us to a new era where spatial computing takes center stage.
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White papersAn introduction to private asset investing
How can investors navigate the private assets investment landscape? This brief overview – the first in a three-part series drawn from a recent paper – explains the main concepts, definitions and terms.
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White papersForging sustainable investments in European leveraged finance and CLOs: Part 1
In the past two years, the proportion of European assets under management with an ESG overlay (as measured by funds that are categorised as Article 8 and 9 under the Sustainable Finance Disclosure Regulation, or SFDR) has risen to nearly 60%.
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White papersOn the Curve Carries On: Investing in Intermediate Corporate Fixed Income
Last year we highlighted the relative attractiveness of the intermediate part of the corporate curve. And a year later, we believe we continue to see value in the intermediate corporate credit space. In this paper, we highlight the potential opportunities for investors amidst the current valuations in high grade fixed income strategies across the curve.
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White papersThird Quarter 2023 - Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets
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White papersAn accounting ‘big bang’? The implications for insurance investors from IFRS 9 and 17
Sustained inflation has triggered unprecedent monetary tightening and a surge in interest rates which in turn have revived volatility and provoked changes in market liquidity conditions.
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White papersHow pension schemes should view stagflation risks
There is an economic scenario that pension funds perhaps fear the most, but for which most are probably least prepared: Stagflation. Most schemes have a strategic asset allocation based on a relatively optimistic “goldilocks” scenario. Rightly so, you could argue, as stagflation’s heady combination of accelerating prices and meagre growth remains an economic rarity through history.
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White papersFrom the Ground Up: Sowing the Seeds of Biodiversity Investment
Biodiversity is taking on increasing importance as a consumer concern, but it isn’t always top of mind for investors. We think that could soon change.
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White papersInvestment View: No Pain, No Gain
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations
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White papersBiodiversity: Understanding a key new global investment trend
Tackling biodiversity loss in our natural world is a major challenge and urgent new focus for governments, businesses and society. The Investment, Market and Macro Research, and ESG Integration & Solutions teams at Generali Insurance Asset Management dive into what investors need to know about this increasingly important investment driver and how to distinguish biodiversity-related risks and opportunities.
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White papersAdapting to a volatile energy transition
It has happened again. Since 2002, the IEA has consistently been under-forecasting the pace of solar power adoption. In 2023, solar power capacity additions are – you guessed it – again beating its predictions: they are 24% higher than the IEA said just six months ago and double what it expected in 2020. We believe this illustrates that the adoption of sustainable technologies such as solar energy continues to accelerate.
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White papersLocating the sweet spot in direct lending
On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.
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White papersImpact Opportunities Equity Q2 2023
Like any new technology, AI will be a disruptor in the truest sense, bringing both positive and negative impacts for society and the global economy. In this report, the Impact Opportunities team explain why they believe healthcare is one area where AI will overwhelmingly be a force for good.
