White papers - all assets – Page 161
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White papers
Macroeconomic Outlook 2022: Compression, decompression, absorption
2020 was a year of massive compression of economic activity. 2021 was a year of fast decompression, with demand catching up quickly as we were reopening, exerting significant pressure on supply, triggering a rise in consumer prices unseen in decades.
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White papers
Investment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of the COVID-19 pandemic the disease remains one of the key worries for investors. It continues to have the ability to disrupt demand and supply and for this to be reflected in bouts of “risk-off” behaviour in financial markets.
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White papers
How Vulnerable Is Emerging Market Debt to Fed Tapering in 2022
Swift and prudent monetary policy action in emerging markets that preceded the most recent taper announcement bodes well for emerging market debt markets.
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White papers
Food for Thought: The Soy Journey from East to West
When most people think about soybeans, their first thought is probably of food. After all, this tiny bean has grown to become one of the top ten most valuable agricultural products in the world. Sweet, sour, salty, bitter and umami – this oilseed is the foundation for thousands of dishes and central to many Asian cuisines today.
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White papers
Looking ahead - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
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Lessons from COP26 ‘We have to realise that we can’t enjoy everything the way we have in perpetuity’
Covid may well have set back the march toward a greener planet, says Mitch Reznick, CFA, Head of Research and Sustainable Fixed Income.
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White papers
Metaverse & the Disruption of the Internet
The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?
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White papers
Bitcoin, A Cornerstone Digital Asset: Part 2
Beyond price volatility, the threat of regulation is probably the next biggest source of risk for Bitcoin and other digital assets—with financial-system risk and high energy demands topping the agenda.
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White papers
The Ever-Shifting Shanghai Gold Market Landscape
As the world’s largest gold producer, China plays an outsized role in global gold markets. But in order to fully satisfy domestic demand for jewelry and other forms of gold, the country also typically relies on imports.
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White papers
EV lover, she’ll take your heart because it’s greener: A lifecycle comparison between electric and combustion-engine cars
Road transport is one of the largest contributors to global warming. Its decarbonisation will therefore have a significant impact in the fight against climate change..
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White papers
Lessons from COP26 Net-zero pathway a boon to fixed income
Having more data to discuss with corporates is helping to rewrite the framework for investment, says Andrew Jackson, Head of Fixed Income
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White papers
COP26: A Meaningful Step Forward in Combatting the Climate Crisis?
Now that the COP26 event has finished, Martin Currie looks at what was achieved, what needs to happen next and the implications for investors.
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White papers
Tremors in Credit and Currency Markets
November’s modest uptick in volatility, driven by a recalibration of the market’s macroeconomic expectations, could be a sign of things to come.
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White papers
Future-proofing European real estate
Alternative property types have become mainstream asset classes in the US. Mahdi Mokrane, Head of Investment Strategy and Research at PATRIZIA, expects them to become part of future European real estate portfolios.
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White papers
Residential: a safe harbour in the COVID-19 storm
The economic turbulence caused by COVID-19 left many sectors of the economy battered and bruised. One segment that showed remarkable resilience in the real estate sector was residential. Residential was and remains a safe investment in the current exceptional market environment.
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White papers
Our Worst Fears Realized or Another Variant We May Be Able to Handle?
While too early to tell, the markets are taking this seriously as should we all. Unfortunately, this is not the post-Thanksgiving COVID note we had hoped to write, though spikes in U.S. cases were highly anticipated post family gatherings. We now have a new emerging variant to discuss, the concern that has kept us up at night may now be realized…
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White papers
Lessons from COP26: Deforestation pledge a ‘pivotal moment’
Despite landmark deals, work must be done to ensure emerging markets get back on track with climate fixing efforts after pandemic hurdle.
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White papers
CIO views outlook: top 3 investment picks in 2022
Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.
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White papers
Credit: The long and short of ESG investing
Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk.
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White papers
5 reasons to invest in high yield corporate bonds in the current market environment
The high-yield market has historically produced positive results over a full cycle, but it tends to do particularly well during the recovery phase of the business cycle as default rates fall, spreads tighten from wide levels and volatility trends lower.