All Research Report articles – Page 3
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Research Report
Real Estate Outlook – Global, Edition 4 - 2021
Economies slowed in the third quarter, hit by supply-chain constraints and the Delta variant of COVID-19, while inflation accelerated.
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Research Report
Playing with fire: Measuring emissions from the world’s oil and gas majors
There are significant differences in the greenhouse gas (GHG) footprint of oil and gas fields
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Research Report
2022 outlook: Slower. But still pretty fast.
The current economic cycle isn’t ending, but conditions are getting more difficult and returns are going to be tougher to come by.
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Research Report
Five portfolio construction themes
In line with our broad cross-asset allocation views, as well as considerations and best ideas within specific asset classes, Nuveen’s Global Investment Committee offers a broad set of portfolio construction themes for our clients to consider as we enter 2022.
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Research Report
Real Estate Convictions - November 2021
In a world dominated by uncertainty, the recovery in the global economy continues. With the on-going vaccination of the general population and booster campaigns remaining a strategic priority, to avoid the introduction of new health restrictions that would deteriorate growth in late 2021 and early 2022, the deterioration of short-term prospects has come from China.
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Research Report
Real Estate Outlook – Edition 4: Inflation winds blowing
The economy slowed in the third quarter while inflation is proving higher and more persistent than originally expected.
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Research Report
Sustainable Global Equity Report, Q4 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked.¹
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Research Report
PIMCO Prime Real Estate: U.S. Multi-Family Spotlight
The U.S. residential rental sector will attract increasing international capital buying into trends accelerated by the pandemic. These include U.S. domestic migration to the Sun Belt and suburbanization within cities. The sector has also retained its inherent strengths: markets are large and liquid, and residential improves institutional portfolios’ resilience to volatility and risk-adjusted returns.
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Research Report
Impact Report, Q3 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor.
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Research Report
2020 – 2021 Annual Stewardship Report: Taking action, delivering outcomes
Today, our focus is firmly on the future, and our teams integrate environmental, social and governance (ESG) factors into our investment processes across public and private asset classes to ensure that we are managing our clients’ assets with their futures at the front of our minds.
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Research Report
Climate crisis in focus in EOS’s Q3 Public Engagement Report
With scientists calling for urgent action on climate change following another year of devastating wildfires and floods, November’s COP26 summit is considered critical.
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Research Report
Public Engagement Report Q3 2021
The Public Engagement Report highlights some of the stewardship activities undertaken by EOS at Federated Hermes on behalf of its clients over Q3 2021. In this issue we take a more in-depth look at the climate crisis ahead of COP26.
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Research Report
Running out of time
Ahead of COP26 in November, Bruce Duguid, head of stewardship at EOS, explains what’s at stake, what we want to see from policymakers, and how we will engage for net zero.
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Research Report
Global Equity ESG - H1 report, 2021
We are focused on finding value opportunities within sectors, rather than simply focusing on the traditional value sectors.
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Research Report
Direct lending: how senior is your debt?
Within private credit, direct lending offers a wide range of options for investors seeking the right balance of risk and reward for their particular needs
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Research Report
Invesco Real Estate Global ESG+R Report
Invesco Real Estate is proud to present our inaugural Global Environmental, Social, Governance, and Resilience (“ESG+R”) report. The report describes our ESG+R approach, integration, and key achievements which are a testament to our industry leadership in responsible investing over the past decade.
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Research Report
Thematic equities as an alternative to fully diversified equity portfolios
Thematic equity strategies can also serve as alternative to – or replacements for - global equity portfolios that invest across industry sectors.
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Research Report
Thematic equities within global equity asset allocation
Although the core-satellite approach is fairly popular, the majority of professional and non-professional investors allocate capital by region. It’s a strategy that divides the investible universe into large regional blocks such as North America, Western Europe and Asia-Pacific.
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Research Report
Thematic equities as satellite allocations
Investors pursuing a core-satellite approach will find that thematic equities can work particularly effectively as satellite investments.
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Research Report
SDG Engagement High Yield Credit: H1 2021 report
Our focus on higher-quality credit in markets with strong engagement potential meant we didn’t benefit from the outsized rally in Covid-ravaged sectors in H1 2021, but the strategy continues to outperform its benchmark since inception