Latest White Papers – Page 145
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White papersPrivate Equity Valuations Withstand the Volatility of 2022
We see valuation data from more than 400 funds each quarter, and it suggests the recovery from a relatively shallow downturn may be underway for buyout funds.
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White papers“Investing at a Crossroads” Revisited
Nine months ago, we set out a playbook for the transition to the new investing environment—here’s why it still applies as the rates cycle peaks and inflation eases.
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White papersGP-Led Secondaries: Private Equity’s Most Underserved Market?
Current macroeconomic and capital market conditions appear to be creating attractive investment opportunities for secondary buyers.
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White papersImpact Investing – Global Emerging Markets
“It’s one thing to feel that you are on the right path but it’s another to think that yours is the only path.” Paulo Coelho
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White papersHow private credit can help fulfil long-term investment needs
In these volatile times, investors with long-term horizons such as global pension schemes need to find assets that can reliably deliver income whilst minimising volatility in challenging environments, but where could they invest in order to meet their requirements?
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White papersTactics and Strategy
We tend to think about diversifying across asset classes, sectors and regions, but diversifying across investment timeframes can add value, too.
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White papersWill Artificial Intelligence Become the “Terminator”?
Read more on the risks and opportunities of Artificial Intelligence
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White papersReal Estate Case Study: 11 & 12 Wellington Place, Leeds – a bridge between two revolutions
Our Q2 real estate case study looks at how the site of a low-grade retail park in Leeds has been transformed into a thriving regeneration scheme that now boasts some of the most sustainable buildings in the UK.
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White papersPutting the ‘investment’ in investment grade credit
Investment grade bonds have historically provided a resilient and reliable option during volatile and uncertain market conditions. After last year’s sweeping sell-off, the global investment grade universe now offers an array of opportunities in quality issuers, allowing for effective diversification and the potential for attractive returns.
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White papersWhat gives, corporate hybrids?
Recent underperformance is a response to idiosyncratic newsflow and shouldn’t be seen as a reflection on the broader asset class, says Credit Portfolio Manager Mark Dove.
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White papersStubbornly high inflation sends bond yields higher
UK inflation fell by less than forecast in April, Wednesday’s data revealed, prompting expectations of further interest rate hikes, and pushing bond yields to their highest levels since October.
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White papersThe US Fed and the cost of the Hong Kong dollar peg
Once again, Hong Kong has been feeling the liquidity pinch from sustaining the Hong Kong dollar (HKD) peg on the back of rising US interest rates. Capital outflows have forced up the Hong Kong Interbank Offered Rate (HIBOR) and put a squeeze on the Hong Kong stock market. The good news is that when the US interest rate cycle starts to ease, this liquidity squeeze should fade.
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White papersStock market outlook: Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness.
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White papersConflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.
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White papersResidential and datacentres – European investment grade credit
In a recent update we focused on challenges facing Europe’s real estate sector, but highlighted that by focusing on fundamentals within specific sub-sectors and related businesses we can identify select credit opportunities.
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White papersInvestors size up far-reaching implications of AI boom
Amid concerns about artificial intelligence, the fast-developing technology could also reduce many competitive barriers.
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White papersAllspring Climate Transition Fixed Income Strategies
As the world transitions towards net-zero emissions, Allspring’s clients increasingly want to decarbonise their assets. We explain how our climate transition strategies enable this.
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White papersWill AI Transform the Healthcare Industry for Investors?
Healthcare companies are beginning to explore how artificial intelligence (AI) might unlock efficiencies for patients and medical systems. But to transform science fiction into reality, AI applications in the sector must prove that they can improve business profitability to deliver returns for investors.
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White papersNet Zero investing and its impact on a 60-40 allocation
Global warming and the Net Zero transition have far-reaching implications for investors. In particular, embracing a Net Zero path will impact investors’ asset allocation in two ways.
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White papersESG Viewpoint: what makes supply chain due diligence effective?
Working conditions in supply chains remains a challenging issue that spans virtually all sectors and geographies.
