All Research & Forecasting articles – Page 8
-
White papersInfrastructure Outlook 2023: Uncertainty, transition and social factors
The Infrastructure Outlook Report 2023 highlights the opportunities for investors arising from the renewed attention on energy security and the energy transition, as well as the increasing importance of social factors in investment decision-making, such as inclusion and diversity and worker safety.
-
White papersAdvancing inclusion and diversity in infrastructure
The body of research evidencing I&D as a powerful driver of business growth and performance continues to grow. I&D has been increasing in prominence as a sustainable investment theme in major public markets globally for over a decade, and private market investors are increasingly following suit.
-
White papersPrivate assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
-
White papersPrivate assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
-
White papersEurope Real Estate Sector Report - March 2023
The end of a decade-long loose monetary policy, leading to a sharp repricing of debt, has put a strain on commercial property values across all sectors, including office. Since the initial rate hikes by the European Central Bank (ECB) and the Bank of England (BoE) in 2022, office yields have softened by 70bps on average across Europe, leading capital values to drop by up to a fifth in some markets.
-
White papersQ&A: Place based impact investing, and how pension capital can help the UK level up
Two of Schroders Capital’s real estate experts explain why place-based impact investing and pension fund capital are so well aligned.
-
White papersMonthly Research Report - March 2023
Residential Remains Defensive In A Higher Interest Rate Environment
-
PodcastOne Year of Igneo: a conversation with Niall Mills
March 2023 marks one year since we became Igneo Infrastructure Partners.
-
White papersMonthly Research Report: February 2023
Average Quality Returns Not Consistenly Higher Than Prime
-
Research ReportMarket 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.
-
White papersHow 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).
-
White papersAsset 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.
-
White papersStickiness 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.
-
White papersLyondellBasell 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.
-
White papersPetrobras 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.
-
White papersDemographics 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:
-
White papersPublic 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.
-
White papersImpact 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.
-
Research ReportStarbucks case study
Human rights violations and single-use packaging, particularly plastic, create financial, regulatory and reputation risks for consumer goods sector investors.
-
White papersThe 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.
