Latest White Papers – Page 75
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White papersThe constructive outlook for sustainable corporate bonds
Renewed economic growth and lower interest rates should support corporate bonds generally. Sustainable corporate bonds in particular may benefit from additional tailwinds and provide investors with opportunities to boost returns and temper credit risk, write Michel Baud and Yrieix De James.
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White papersReal estate investment enters a new era
Alternative sub-sectors offer unique demand drivers and the potential to outperform core real estate sectors.
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White papersWhat is in store for tech?
The tech sector continued to outperform in 2024, with a YTD performance of +34% versus a +25% for the S&P 500 Index. Over the past two year, the tech sector’s outperformance has been driven by superior earnings growth, expectations of lower US interest rates and the start of a cycle of investment in AI technologies.
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White papersSeeking returns in private markets and emerging markets in a disruptive era
As pension investors transition to a new regime, one question has come to the fore: where will the returns come from?
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White papersPension Funds Letter 22 - New realities, new searches for returns
Amongst other things, 2024 will be remembered for being the year of elections. More voters than ever before, over half the world’s population, had the opportunity to express their vote this year. While almost all these votes have now been counted, what the different outcomes will mean both domestically and more globally is only likely to become clear next year. We wait especially with bated breath, to see how Trump 2.0 will play out around the world.
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White papersAddressing water scarcity – Water is not optional
In recent weeks, several global agencies have sounded the alarm on water scarcity, highlighting the negative implications of rising economic activity and climate change on supplies. The message has been consistent: water is not optional. In this article, Impax Asset Management notes urgent action, along with significant investment, is required to address water infrastructure needs.
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White papersConsumer confidence sparks Black Friday
In November, US consumer confidence hit its highest point in over a year. Notably, expectations for the next six months (as shown in the chart) are at their highest level in nearly three years, which is promising for the upcoming holiday season. The increase in political discussions among survey participants indicates that the political climate following Donald Trump’s election may have influenced consumer attitudes.
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White papersHarnessing the Power of AI to Enhance Investment Decision-Making
The goal of active, data-driven investment strategies is to achieve an informational advantage – knowing more, seeing more clearly and acting faster than other market participants. This involves identifying, interpreting, and acting on key information before it becomes fully priced into the market.
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White papersHow insurers can harness prime opportunities within direct lending
Within the direct lending universe, the most attractive opportunities lie within the more conservative end of the mid-market, in our view. We explore why this is likely to be the case, how conditions within the asset class have changed and the benefits of direct lending for insurers’ balance sheets.
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White papersRiding ESG waves across the globe: the US and India in focus
At any surf spot in the world, you can find a cadre of wetsuit-clad wave watchers scanning the horizon of the sea. Surfing, a sport unlike any other, demands an intricate understanding of the water and weather conditions. The interplay between tides and the underwater terrain determines the height, direction and formation of wave patterns.
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White papersGlobal Investment Grade Corporates: Let the Good Times Roll!
Major central banks easing policy, solid economic growth and moderating inflation should bode well for global investment grade corporate credit. So, is global investment grade corporate the current sweet spot in fixed income? We think it might just be.
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White papersRenewables and grids: The dynamic duo powering growth for European utilities
Energy transition-related goals and timelines are being recalibrated, but for investors who can take the long view there remains a rich opportunity set.
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White papers2025 Global Fixed Income Outlook
The results of the U.S. presidential election are on many investors’ minds heading into 2025. What are the potential implications for global fixed income markets?
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White papersCharting the unpredictable: Harnessing data-driven solutions to enhance investment decision making
Pension funds, long regarded as the bedrock of long-term financial security for millions of workers worldwide, are currently navigating an increasingly tumultuous landscape. Traditionally conservative in their investment strategies, these institutions now face a confluence of challenges that demand innovative thinking and strategic foresight.
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White papersIncluding ESG in a fund name – cosmetics or effective driver of change?
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is just a cosmetic jump on the sustainability bandwagon – or whether it does have a positive impact in reducing ESG risk and improving ESG performance. Here, we summarise their findings.
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White papersResponsible Investment in Private Equity
In this paper, we aim, as a follow-up of the broader paper we recently published on this topic, to analyze how Private Equity (PE) investors approach responsible investing cross-linking again conclusions from academic research with our experience as a PE investor as well as a survey of PE investors, including both Global Partners (GPs) and Limited Partners (LPs).
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White papersResponsible investing in private equity
Due to its growing size, and the levers it holds in setting the strategy for portfolio companies, the PE industry has a decisive impact on how the global economy addresses the key challenge of climate change and, more generally, whether companies are managed in a responsible manner.
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White papers2025 Outlook: Global Fixed Income Roundtable
Against a shifting macro, political and geopolitical backdrop, our fixed income portfolio managers explore the future prospects for high yield, emerging markets debt, and investment grade credit.
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White papersDeveloped APAC: Capitalizing on a Compelling Growth Story
The developed APAC direct lending market is relatively nascent compared to the U.S. and Europe but offers similar risk and return characteristics—with the added benefit of diversification and access to a compelling global growth opportunity.
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White papersThe Risk-Reward Pick’n’Mix for Investors
Matt Hansford spoke to Private Equity Wire about the $200bn opportunity in portfolio finance, how it can serve as a strategic buffer against volatility and how as an asset class with large transactions, it enables investors to deploy at scale.
