All Research & Forecasting articles
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White papersMonthly Research Report: February 2023
Average Quality Returns Not Consistenly Higher Than Prime
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Research Report
Market update fourth quarter 2022 a.s.r. real estate
Despite a relatively stable economic fourth quarter, the year 2022 will still go down in the history books as a turbulent year.
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White papers
How do you compare to your peers on your ESG journey?
In late 2021, we conducted our Think EQuilibrium study of 700 institutional asset owners across more than 20 countries to gauge their beliefs and actions around ESG integration, climate risk, social investing and diversity, equity and inclusion (DE&I).
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Research Report
The Future State of Fixed Income
Inflation, rate rises, war, and crises of various stripes; a lot has changed in the world and the markets over the last year. Our latest research finds that while investors are indeed adapting their portfolios to the backdrop of inflation and rate hikes in the short term, there are deeper trends shaping the future state of fixed income portfolios. The opportunities are there.
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White papers
Asset Class Returns Forecasts - Q3 2022
A combination of sustained inflation and mounting recession fears, interlinked with the geopolitical situation, are the main drivers affecting the current and forward-looking macro environments. The bulk of the uncertainty is in the short to medium term.
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White papers
Reporting on Progress Toward Net Zero Targets
We have completed our inaugural Task Force on Climate-related Financial Disclosures (TCFD) report. This document provides in-depth information around our governance approach, strategy, risk management, and climate-related targets and will be published yearly.
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White papers
Stickiness and science parks
This research article focuses on the stickiness of companies (their tendency to stay, or leave) on Dutch science parks, factors which influence this behaviour and possible solutions aimed at increasing the duration of stay of tenants.
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Research Report
Research Update: June 2022
Given that the pace of financial market dynamics quickened since last month’s update, we would like to provide our view in the following areas
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White papers
LyondellBasell case study
We welcomed the company’s release of its climate strategy, setting a Scope 1 and 2 net-zero ambition for its global operations. We continue to engage with LyondellBasell on its pathway to net zero including Scope 3 emissions and climate lobbying.
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White papers
Petrobras case study
We discussed the effectiveness of Petrobras’ new framework, especially the conglomerate audit committee, currently covering 15 of Petrobras’ subsidiaries. We gained assurance that the improved governance of subsidiaries has led to better oversight on nomination, compliance and audit, as well as improved operational efficiency at the subsidiary level.
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White papers
Macro Insights - Q2 2022
Early 2022 equity market volatility looks more like a normal correction than the start of a bear market Investor sentiment has deteriorated rapidly on fears of war, inflation, monetary policy and recession The global economy will slow this year, but a global recession is unlikely
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White papers
Stewardship Asset Report 2021
Our 2021 report showcases the engagement and voting activity we undertook in our mission to build sustainable capital markets and maximize value for our clients.
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White papers
Demographics of Migration - ISA2022 Insight Report
LaSalle’s survey of migration demographics Great migrations have contributed to the rise of cities for many centuries. The push and pull factors in the 2020s are not unlike those experienced in history: including pandemics, wars, socio-economic factors, and immigration policies. In our survey of current migration patterns, we discover great variety around the world. Key findings are summarized below:
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White papers
Public Engagement Report Q1 2022
The Public Engagement Report highlights some of the stewardship activities undertaken by EOS at Federated Hermes on behalf of its clients over Q1 2022.
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White papers
Impact Report, Q1 2022
While we believe recent price inflation is likely to be transitory, the current state of affairs has nevertheless unnerved investors, prompting fears of a further rise in interest rates.
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Research Report
Starbucks case study
Human rights violations and single-use packaging, particularly plastic, create financial, regulatory and reputation risks for consumer goods sector investors.
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White papers
Winding down the Fed’s MBS Agency portfolio - What will it look like?
The FOMC meeting for March will likely put an end to “new” MBS Agency purchases as it strives to reduce its $2.7 Trillion balance sheet. Currently, the monthly spend on MBS is $59.5 billion, with $10 billion of that comprised of “new” purchases and the remainder “reinvestments” of MBS paydowns.
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White papers
The U.S. office market in a “post-COVID” world: shifting challenges offer rewards and pitfalls
The office sector faces unique challenges during the coming decade. In this special report, we examine the return to a new normal for the office property type and what it means for investors going forward.
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White papers
Data Centres: The Growing Importance of ESG
Environmental, social, and governance (ESG) considerations have grown increasingly important in real estate investing.
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White papers
COVID-19: The re-opening gathers pace
Across the world, economies are re-opening in the aftermath of what is likely to be the deepest recession since World War II. Countries are relaxing social distancing measures in support of economic recovery but still focused on keeping hard-fought infection levels down.
