Latest White Papers – Page 211
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White papersInvestment Symposium Series – Biodiversity, food and health: The crucial pieces of the 1.5°C jigsaw
Boosting investment in restoring Earth’s biodiverse natural capital, so as to transition urgently towards a healthy, sustainable food future as well as keeping global warming to 1.5°C, is absolutely critical.
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White papersWhat does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
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White papersHow to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersHow the ESG data dilemma rewards active and engaged investors
What you can measure you can manage. In responsible investment that has steadily become a practical reality, but thoughtful and analytical management is still required to make sense of sometimes uneven inputs and difficult comparisons.
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White papers25-26 January FOMC review: giving the all clear for March hike
With its two criteria having been met (price stability and full employment), the Fed indicated that the start of the rate normalisation cycle is soon. The Fed probably avoided referring to the next meeting scheduled in March to give them optionality should external events have a detrimental impact on growth.
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White papersFive Ways Technology Companies Offer Inflation Protection
From the advent of electricity to the adoption of the internet, technology has often been a catalyst for cost reduction. Yet today, investors may find that some technology companies can raise prices amid inflationary pressures, adding to their fundamental appeal in a challenging economic environment.
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White papersFinancing economic growth with private debt
Listed assets no longer suffice to build an investment portfolio. Private debt is becoming central to allocations.
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White papersCross Asset Investment Strategy - February 2022
Recent sharp increase in nominal and real yields has been reflected in strong movements in equity markets, causing a rotation out of growth into value stocks. We think the uncertainty (Covid, geopolitics) would continue as markets assess the path of inflation, economic growth and monetary policy.
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White papersWhy investors in renewable infrastructure shouldn’t overlook private debt
Rising competition has seen pressure mount on the private equity side of renewable energy infrastructure finance, but private debt remains enticing.
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White papersRussia-Ukraine tensions: geopolitical risk adds volatility to risk assets
Geopolitical dimension of the crisis: tensions stand at their highest point in years, after Moscow deployed 100,000 troops to its border with the Ukraine’s Donbas region. The geopolitical risk between Russia and the West remains deadlocked since Russia’s 2014 annexation of Ukraine’s Crimea peninsula and the consequent Western sanctions to Russia.
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White papersESG Thema #7 - ESG Corporate Disclosure: Towards more demanding and harmonized reporting
The 21st century company is one that must go beyond considerations of financial profitability, ensuring that the ecosystem in which it operates is preserved.
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White papersFive reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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White papersOmicron, Like Prior Variants, Took the Elevator Up, but Unlike Those, Fortunately, Is Taking the Elevator Down
Putting into perspective what appears to be the steady exit of the pandemic with an eye on global vaccination rates and cases.
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White papersInvesting with impact into Real Assets
Pension funds are increasingly concerned with longer term inflation risks and asset classes with inflation- related returns look relatively attractive in current asset allocation decisions.
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White papersHow to get to Net Zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersTeaming-up helps propel innovative and sustainable living in urban areas
Marrit Laning, recently appointed to Redevco’s Board as Chief Strategy & Innovation Officer, explains how the company is pushing ahead with its goal to create a new view on what sustainable mixed-use urban areas across Europe should look like, as it expands its presence in the residential sector.
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White papersWhy there is no alternative to being sustainable
Despite growing global public awareness and pressure for urgent action on climate change, last year’s COP26 climate conference demonstrated that the world is still a long way from finding consensus on how to best tackle the issue.
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White papersReal assets—real solutions
The world is rapidly waking up to the dangers and risks posed by climate change, and sustainable and responsible investing is fast becoming one of the most important investment criteria globally.
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White papersImpact investing in real estate: the emergence of social infrastructure
Covid-19 acted as a game changer for the real estate industry. Partly because of the pandemic, structural trends – which were already bubbling under the surface – are now accelerating rapidly.
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White papersResidential real estate: it’s not just ‘doing good’, it also makes financial sense
The growth of impact investing, and opportunities with residential housing
