White papers - all assets – Page 150
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White papers
Working for a just food system
In the fourth article in our EOS Insights series on the social and environmental impacts of the global food system, Emily DeMasi looks at labour practices and human rights risks.
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White papers
Inflation and the Incredible Demand for Durables
Brandywine Global: Inflation is the topic du jour. What is behind the multi-decade highs in inflation, particularly in the U.S.? A closer look at durable goods sheds some light.
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Market Scenarios and Risks - February 2022
We are marginally adjusting the narrative to take into account the recent economic news flow and the impact of the Omicron variant, but are keeping the probabilities of the scenarios unchanged.
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Macroeconomic Picture - February 2022
In 2022, the US economy will face a progressive deceleration in economic activity, hovering above trend first and eventually converging to potential in 2023. Activity indicators are pointing to a notable deceleration at the end of Q4 and start of Q1 (in part Covid-related), which we expect to be short-lived.
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Investment Symposium Series – Biodiversity, food and health: The crucial pieces of the 1.5°C jigsaw
Boosting investment in restoring Earth’s biodiverse natural capital, so as to transition urgently towards a healthy, sustainable food future as well as keeping global warming to 1.5°C, is absolutely critical.
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What does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
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White papers
How to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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How the ESG data dilemma rewards active and engaged investors
What you can measure you can manage. In responsible investment that has steadily become a practical reality, but thoughtful and analytical management is still required to make sense of sometimes uneven inputs and difficult comparisons.
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25-26 January FOMC review: giving the all clear for March hike
With its two criteria having been met (price stability and full employment), the Fed indicated that the start of the rate normalisation cycle is soon. The Fed probably avoided referring to the next meeting scheduled in March to give them optionality should external events have a detrimental impact on growth.
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White papers
Five Ways Technology Companies Offer Inflation Protection
From the advent of electricity to the adoption of the internet, technology has often been a catalyst for cost reduction. Yet today, investors may find that some technology companies can raise prices amid inflationary pressures, adding to their fundamental appeal in a challenging economic environment.
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Financing economic growth with private debt
Listed assets no longer suffice to build an investment portfolio. Private debt is becoming central to allocations.
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Cross Asset Investment Strategy - February 2022
Recent sharp increase in nominal and real yields has been reflected in strong movements in equity markets, causing a rotation out of growth into value stocks. We think the uncertainty (Covid, geopolitics) would continue as markets assess the path of inflation, economic growth and monetary policy.
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Why investors in renewable infrastructure shouldn’t overlook private debt
Rising competition has seen pressure mount on the private equity side of renewable energy infrastructure finance, but private debt remains enticing.
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White papers
Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets
Geopolitical dimension of the crisis: tensions stand at their highest point in years, after Moscow deployed 100,000 troops to its border with the Ukraine’s Donbas region. The geopolitical risk between Russia and the West remains deadlocked since Russia’s 2014 annexation of Ukraine’s Crimea peninsula and the consequent Western sanctions to Russia.
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White papers
ESG Thema #7 - ESG Corporate Disclosure: Towards more demanding and harmonized reporting
The 21st century company is one that must go beyond considerations of financial profitability, ensuring that the ecosystem in which it operates is preserved.
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White papers
Five reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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White papers
Omicron, Like Prior Variants, Took the Elevator Up, but Unlike Those, Fortunately, Is Taking the Elevator Down
Putting into perspective what appears to be the steady exit of the pandemic with an eye on global vaccination rates and cases.
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White papers
Investing with impact into Real Assets
Pension funds are increasingly concerned with longer term inflation risks and asset classes with inflation- related returns look relatively attractive in current asset allocation decisions.
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White papers
How to get to Net Zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papers
Teaming-up helps propel innovative and sustainable living in urban areas
Marrit Laning, recently appointed to Redevco’s Board as Chief Strategy & Innovation Officer, explains how the company is pushing ahead with its goal to create a new view on what sustainable mixed-use urban areas across Europe should look like, as it expands its presence in the residential sector.