White papers - all assets – Page 173
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White papers
Quick Thoughts: Digital Trends Impacting Investors And Advisors
Recently, our Chief Market Strategist, Stephen Dover, hosted a roundtable discussing trends at the intersection of innovation and goals-based investing. Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry.
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A mountain to climb? The European Green Deal and alternative real estate investment
In the summer of 2021, Europe experienced a series of extreme-weather emergencies bringing the reality of climate risk to the continent’s doorstep.
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Integrating impact into financial analysis
Few investors realise that traditional portfolio 10.75% construction tools can be adapted to include social and environmental goals.
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Middle-Market Opportunities in 2021
The infrastructure asset class continues to attract strong interest from investors
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Office of the future is iconic, sustainable and well-connected
Working from home became widespread during the Covid-19 pandemic, but according to Bas Jochims, Director Dutch Office & Hotel Investments at Bouwinvest Real Estate Investors there will always be a need for offices that offer distinctive social meeting places with excellent credentials in terms of their sustainability, quality and location.
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What does China’s regulatory crackdown mean for EM corporate debt?
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education.
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Beyond the noise: Why long-term capital will capitalise on China’s future
Global investors must avoid allowing any short- term misperceptions about recent Chinese regulatory reforms to derail their big-picture perspective of the vast opportunity set in the world’s second-largest economy.
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Global Emerging Markets: Through the ESG Lens
As active investors it is inconceivable for us to approach investment decisions without considering environmental social and governance (ESG) factors. The rationale for conducting ESG analysis in emerging markets is exactly the same as for developed markets. We look for businesses that show an awareness of material issues and a commitment to sustainability best practice. As stewards of our clients’ capital, we believe engagement and voting are key to ensuring that company management remain aligned with the long-term interests of shareholders.
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ESG Integration in Private Credit: An Asset Level Approach
As the private credit investment landscape continues to evolve, there is no doubt that environmental, social, and governance (“ESG”) initiatives will continue to grow in prominence. To be successful in the near future, investment managers will need to establish repeatable and scalable investment processes with integrated ESG principles that can identify and support companies with sound ESG fundamentals.
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China’s New Strategy in Its Pan-Asian Context
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
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From climate change to climate transition
How looking beyond green credentials could accelerate a lower-carbon world.
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From corporate reform to system reform
How investors can reform markets and help combat climate change.
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From carbon emitters to carbon cutters
How an engagement programme with teeth can drive change where it matters most.
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Growing Pains for EM Corporates Amid China’s Regulatory Crackdown
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
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Embracing change, optimising impact
Managing for impact is different from measuring impact. Discover practical insights into impact investing with Nuveen’s guide to integrating impact into financial analysis of alternative classes.
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Net zero on the menu
In the third article in our EOS Insights series on the social and environmental impacts of the global food system, Joanne Beatty and Dr Emma Berntman look at dietary choices and plant-based menu options.
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China in the spotlight: what markets should look at
Over the past weeks, financial markets have been shaken by the Evergrande saga – China’s second-largest property developer – which is facing difficulties in servicing its huge debt pile (it needs to repay some $7.4bn of bonds maturing in 2022).
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Will the Pandemic End Secular Stagnation?
The forces that drove rates, inflation, and growth lower for the last four decades remain as strong as ever, but there is hope for change.
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Could Evergrande Become China’s Lehman Brothers? Probably Not.
Evergrande is the biggest property developer in the developing world. Its debt of RMB 570 billion (US$88 billion) makes it one of the most indebted companies globally.
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The climate wars: Why rising temperatures mean rising conflict
With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.