Latest White Papers – Page 337
-
White papersBavarian elections: European political landscape continues to evolve
The election result in Bavaria marked the defeat of the conservative CSU, which lost its absolute majority, and of its junior ally, the SPD.
-
White papersSICAV (GIS) SRI Ageing Population Celebrating 3 years of success!
What have been the most important lessons learned in terms of the performance to be obtained from this investment theme, SRI approach (Socially Responsible Investment), and stock-picking strategy, since GIS SRI Ageing Population (the Fund) was launched three years ago?
-
White papers
Innovation Paper 5: Technology, Perception – The Global Energy Transition
In the past decade, improving technology and shifting consumer behavior has transformed the energy landscape.
-
White papersLate cycle features at play: more pain, but not the end of the game
Market sell-off: a late cycle feature where uncertainty due to tariffs, rates and oil prices are sending some red signals.
-
White papersUS midterm election: potential economic agenda and market implications
In the upcoming US Midterm elections on November 6, there are high expectations of divided Congress, with the Democratic Party taking control of the House of Representatives and the Grand Old Party retaining control of the Senate.
-
White papersCross Asset Investment Strategy: October 2018
The hot summer in emerging markets has been a key investor theme in the third quarter of this year.
-
White papersResponsible Investing Roundtable: Experiences from Around the World
AllianceBernstein asked four institutions around the world to share their thoughts about the opportunities and challenges of responsible investing in their investment plans.
-
White papersNine ESG Questions You Should Be Asking Your Manager
Figuring out whether your money is funding issuers that are effective stewards of their corporations, society and the environment starts with asking your asset managers pointed questions about how they incorporate environmental, social and governance concerns into their processes.
-
White papersTail Risk Adjusted Sharpe Ratio
The Sharpe Ratio has become a standard measure of portfolio management performance, taking into account the risk side. In that framework, the consideration of risk is reduced to returns volatility. The Sharpe Ratio does not encompass extreme risk, especially on the downside.
-
White papersDo default investment strategies align with members' needs?
This report, published by the PPI and sponsored by AllianceBernstein, evaluates the alignment of DC default investment strategies with members’ needs, and the most appropriate assessment for delivering value for money.
-
White papersDC Default Solutions—Managing ESG Factors Thoughtfully
Environmental, social and governance is already a hot topic—and new proposals by the Department for Work and Pensions are turning up the heat on pension trustees.
-
White papersLGIM’s approach to responsible investing
We believe responsible investing can not only mitigate risks, but also lead to better long-term financial outcomes without sacrificing performance.
-
White papersHigher ESG scores that don’t cost the earth
Environmental, social and governance related measures are increasingly being recognised as valuable sources of information on companies, with investors using them to supplement traditional financial metrics in constructing portfolios and risk analysis.
-
White papersSecuritisation – Friend Not Foe
AXA Investment Managers explores how securitisation has evolved since the financial crisis, and dispels the negative myths which have lingered for institutional investors
-
White papersItalian budget proposal under scrutiny
The key points of the budget law. The Italian Government negatively surprised the markets by announcing a substantially increased budget deficit target for 2019-2021 to 2.4% in a move that could undermine the potential to reduce the Italian debt burden (130% of GDP) in the coming years.
-
-
White papersGlobal Investment Views: October 2018
The hot summer in emerging markets has been a key investor theme in the third quarter of this year. While the ongoing US/China trade tensions continue to weigh on investor sentiment, the sequence of country-specific stories (Turkey, Argentina and South Africa) contributed to the almost indiscriminate repricing of EM assets, starting with plummeting EM currencies.
-
White papersRobust asset allocation for robo-advisors
In the last few years, the financial advisory industry has been impacted by the emergence of digitalization and roboadvisors. This phenomenon affects major financial services, including wealth management, employee savings plans, asset managers, private banks, pension funds, banking services, etc.
-
White papersEuropean Equity: Combining value and quality in this new market phase
We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating economic growth globally. Protectionist dynamics are also features of this phase of the cycle, while the US fiscal expansion and a capex revival are all forces working to extend it.
-
White papersCross Asset Investment Strategy: September 2018
Italian budget discussions are going to intensify as the 27th of September approaches, date of publication of the document outlining the new budget law and when there should be more clarity on the key economic projections and deficit targets.
