Latest White Papers – Page 264
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White papersA Heartfelt Thanksgiving
We emerge from the holiday hopeful for a Season of Goodwill in markets, but ready for any last surprises that 2020 might have in store.
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White papersExtreme makeover – Changing the face of REITs
At the height of the first wave of the COVID-19 pandemic, the listed real estate sector looked in need of an extreme makeover. Prices of real estate investment trusts (REITs) tumbled more precipitously than those of other asset classes as markets assumed the most pessimistic outcomes of restrictions on movement and lockdowns.
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White papersThe outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential
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White papersThe COP that was not – Will postponing COP26 affect global climate action?
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted year for political action on climate change. How will these tumultuous 12 months affect the global climate landscape?
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White papersHow ESG can help build resilience in Buy and Maintain credit strategies
Responsible investment has always been about the long term. Equity investors want to know a company isn’t vulnerable to global shifts around environmental or social issues and for fixed income investors, looking to more distant horizons, it might be about ensuring a business can be part of a resilient strategy for the next 20 years.
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White papersInvesting in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
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White papersOpportunities in Asia Pacific REITS
Amid the COVID-19 pandemic, the Asia Pacific region is proving to be resilient for investors looking to capitalise on its structural growth. Real estate investment trusts (REITs) remain in favourable territory protected by relatively high yields and stable dividends. Their relative stability and the higher visibility of dividends in the REIT sector has helped them outperform the overall market during periods of rate cuts and slow economic growth. As economies and trade continues to recover we believe the region’s real estate investment trusts will prove alluring to investors seeking an income generating alternative asset class.
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White papersAlternative UCITS: delivering on diversification
Europe’s Alternative UCITS funds have delivered on their diversification promise during the coronavirus-related market turbulence of 2020.According to Bernadette Busquere Arnal, European Head of Hedge Fund Research and Nathanael Benzaken, Chief Client Officer, the Alternative UCITS sector will continue to grow and Lyxor is positioning its fund platform to benefit clients in future.
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White papersQ&A: Diversity and inclusion challenges in France
In our latest Q&A, Pauline Lecoursonnois, an engager for EOS at Federated Hermes, talks to Inès Dauvergne, an industry expert on diversity and inclusion, about how companies can address inequities related to the racial or ethnic origins of employees, focusing on the challenges in France.
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White papersReplay Webinar | Investing in credit 26 11 2020
Credit is set to play a significantly bigger role in the future of returns. Central banks’ support will continue to provide stability to the sector but companies’ fundamental are deteriorating and defaults are rising, how to set the scene in the current covid - disrupted credit environment? During this insightful debate, our boutiques’ experts analysed the credit space under various angles:
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White papersGlobal Investment Views - December 2020
As we approach year-end, markets can count on two pieces of news to propel some optimism. The first comes from the US, where the Biden victory, without a real Blue Wave, is seen by markets as the best possible outcome.
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White papersHigh Demand, Tight Supply: Private Debt Post-Coronavirus
We think private debt fared well relative to publicly traded credit during the coronavirus volatility, but will really differentiate itself in the years following the crisis.
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White papersA Sustainable Option
The launch of S&P 500 ESG Index options marks a step forward for both ESG investing and the options market.
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White papersThe Path to Carbon Reduction
As investors that take climate change leadership into consideration, we often ask ourselves, how robust and meaningful are these goals and how do a company’s climate and business goals align?
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White papers2021 Investment Outlook - Market rotations in an uneven recovery
The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound. The recovery phase has been uneven, with the virus cycle dictating the sequence of it. We believe that the damage to the global economy will last well beyond 2021. Output and personal income losses, the rise of inequality and the disruption in some sectors will be the legacies of the pandemic. Expecting that a vaccine will cause these to dissipate within a few months is too optimistic.
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White papersLimited shelf life? Why the fast fashion model is under strain
The fast fashion industry has a detrimental impact on the environment, but more people switched to online retailers when pandemic lockdowns shuttered high street stores.
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White papersMarkets on a tightrope
Violent equity market rotations present a strong case for balance in portfolios, but an unusually complex knot of factors makes it challenging to achieve.
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White papers2021 Outlook: The Uneven Recovery
Listen as Barings’ portfolio managers and investment professionals discuss the cyclical and structural trends expected to shape public and private markets in 2021 & beyond.
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White papersStructural Trends Supporting Asian Equities
There are a number of supportive structural trends shaping the opportunity in Asian equities, many of which—perhaps counterintuitively—have been amplified by the pandemic and U.S.-China trade tensions.
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White papers2021 Outlook: The Uneven Recovery
The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.
