All Research Report articles – Page 2
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Research ReportNature’s value, seaweed’s strength and green luxury
What news led the sustainability agenda in July? We cover the macroeconomic, corporate and financial stories that sustainable investors need to know.
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Research ReportEuropean Real Estate in Asset Allocation: a new model for a new world
During the decade from 2012 to 2021, relative international geopolitical stability and quantitative easing policies generated abundant, low-cost liquidity, which was advantageous for real estate. However, the emergence of a paradigm shift, most notably in inflation or policy rates, cannot be ignored when defining a high-performance allocation strategy in the future, given current uncertainties.
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Research ReportReal Estate Convictions: Asset Manager’s view of the European real estate markets
Just when the world was beginning to emerge from two years of health crisis, the Russian invasion of Ukraine has shaken up the economic cards, and the risk of major geopolitical fragmentation of the world has become real. This division between blocks, if it happens, could have an impact over a long period of time.
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Research ReportPrimonial REIM Germany Convictions: Investor’s view on the German Real Estate Market
The Research & Strategy Department’s role is to formalize Primonial REIM’s real estate investment strategies, based on continuous monitoring of the European markets. By nature, real estate is at the crossroads of financial (interest rates), economic (tenants), demographic and social factors. This is why a broad analysis is needed, which is also long term and therefore matches the horizon of most real estate investors.
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Research ReportShould investors diversify their portfolios with green bonds?
As calls for action to mitigate global warming grow more urgent, the importance of ESG bond markets as a potential source of climate capital has grown substantially in recent years. Yet for the market to evolve into a strategic asset class, investors need to be convinced that it represents a viable alternative to conventional bonds.
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Research ReportWhy demand for ESG bonds is increasing among emerging market investors?
ESG integration in emerging market bonds has accelerated in 2021. At around USD 300 billion, ESG-labelled bonds represent 1 per cent of the market (vs 1.5 per cent for developed markets). Since the end of 2012, over half of ESG-labelled emerging market bonds have been issued by Chinese sovereign and corporate borrowers. Issuers from Chile, India, and Brazil are also well represented.
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Research ReportThe ESG bond market is on the verge of reaching new heights
With environmental, social and governance (ESG) issues dominating the international policy agenda — and as investor demand for new ESG financial products and services continues to grow — global debt markets, and by extension fixed income portfolios, are about to undergo a radical transformation. The ESG debt universe is expanding rapidly, not only in size but also in terms of the variety of instruments it contains and the range of activities it finances.
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Research ReportStarbucks 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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Research ReportAEW Monthly Research Report – February 2022
Land take regulations to drive land prices, density & Brownfield developments up.
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Research ReportSustainability Report 2021
In our 30th year as a business, we welcome you to our tenth annual Sustainability Report (the Report). This report relates to the business activities of our managed property funds and assets for the financial year ending 30 June 2021 (FY21).
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Research ReportPrimonial Reim Germany Convictions
The Research & Strategy Department’s role is to formalize Primonial REIM’s real estate investment strategies, based on continuous monitoring of the European markets. By nature, real estate is at the crossroads of financial (interest rates), economic (tenants), demographic and social factors. This is why a broad analysis is needed, which is also long term and therefore matches the horizon of most real estate investors.
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Research ReportNuveen global fixed income impact report 2021
Welcome to the Nuveen global fixed income 2021 impact report which demonstrates how impact investing in public fixed income markets is not only possible, but vital to addressing many of the large-scale, systemic challenges the world faces today.
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Research ReportReal Estate Convictions - February 2022
After a year in 2020 affected by the economic shock of Covid-19, 2021 brought a vigorous economic recovery which created supply-chain bottlenecks. Although the global economic recovery is continuing, 2022 has already brought the first of its own economic challenges:
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Research ReportSenior housing: how to solve the mismatch in the market
In the next twenty years, the main driver for demographic growth in the Netherlands is the ever-growing senior age group.
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Research ReportImpact Report, Q4 2021
In light of new regulation and growing awareness around pollution and material usage, companies whose solutions contribute to the circular economy look set to thrive…
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Research ReportAnnual Report 2021
This year continued to challenge global economies and businesses, with the COVID-19 pandemic persisting as we closed out the year. Despite these challenges, Charter Hall Group generated record fund growth and equity inflows across the business, while maintaining a razor-sharp focus on our customers.
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Research ReportReal Estate Outlook APAC, Edition 4 - 2021 - The air is wild with investment activity.
APAC economies slowed in the third quarter. Apart from China, countries are now looking to contain COVID-19 rather than eradicate it.
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Research ReportReal Estate Outlook Europe, Edition 4 - 2021: See the wood for the trees.
With inflation back with a vengeance and central banks set to raise rates over the next 12 months, investors can no longer depend on the buy and hold model to deliver strong returns.
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Research ReportClimate change: How investors can help deliver a Just Transition
Climate change is well understood as a systemic risk, but there is less understanding of how the transition to a low-carbon economy might affect society
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Research Report2022 Global Public Real Estate Outlook Report
After exceptional performance in 2021, we look forward to another exciting year as we seek to deliver the strong risk-adjusted returns our clients have come expect.
