White papers - all assets – Page 200
-
White papers
Watch For More Inflation Jitters
Markit flash PMIs show that, in the U.S., easing of restrictions, vaccine rollout, and fiscal stimulus are aiding the rebound in manufacturing and services sectors.
-
White papers
Lean on me: How can bond investors influence government climate action?
The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon.
-
White papers
Promising a future: Edition 2021 – Our commitment to responsible investing in real assets
The 2021 edition of REPM’s responsible investing brochure, highlights how responsible investment is integral to our investment philosophy and approach. This year, we have transformed the overall format with a clear delineation between prose content to illustrate our whole business’s efforts.
-
White papers
*The blue economy in numbers*
Growth, employment, consumption, renewable energy…These are all indicators that reflect the rapid rise of the ‘blue economy’ and its growing contribution to business and industry, better living standards and the development of a more responsible global economy.
-
White papers
Responsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach.
-
White papers
Crypto-currencies: a bubble or the emergence of a new paradigm in decentralised finance?
The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and potential development. CCs are at the crossroads of technological innovation, finance and monetary policy.
-
White papers
The Investment Podcast: Investment in music copyrights? Now, that’s music to my ears
How do we find a private special situations investment? What kind of work do we do before making such an investment? What is our role once the initial investment is completed?
-
White papers
Hedge Fund Strategy Outlook Q2 2021
With a broad-based reopening coming closer into focus, investors are planning for the next stage in the cycle. We believe geographical, asset class and sector rotations will be key to driving returns over the next 12 months. We expect hedge fund managers who shift to securities that have lagged in recent years while hedging out broader market risks or shorting overvalued names will be more likely to generate high-quality returns
-
White papers
The post-COVID-19 world, with Capital Group’s Night Watch
Our Night Watch approach was built from lessons we learned in the 2008–09 Global Financial Crisis (GFC) as a way to engage in scenario planning around big systemic issues.
-
White papers
Spotlight on credit: Reflation - The end of inflation’s “great moderation”?
Credit markets may face challenges if reflationary policies stimulate a concerted return for inflation.
-
White papers
Value stocks – Different definitions can mean significantly different outcomes
There is no universal approach to identifying value stocks or measuring their performance.
-
White papers
Zen and the art of investment management
In a complex and highly interconnected world, how can we as investors and intermediaries be sure that our actions serve both ourselves and the planet? I believe that a mindful approach could take us a step closer towards the goal of truly responsible investing, and that the benefits would be material as well as spiritual.
-
White papers
Copper-The Key to Electronification
Accelerated by the current COVID-19 global pandemic, fighting climate change has, once again, become a top priority around the world. US President Joe Biden is set to introduce a green infrastructure and clean energy plan which was initially estimated at $2 trillion.
-
White papers
The role global corporate bonds play for Irish defined benefit schemes
As Irish DB pension schemes continue to de-risk, an allocation to investment grade credit could offer compelling opportunities within a well-diversified portfolio.
-
White papers
High Yield: Finding Opportunity in the Uneven Recovery
In this webinar, Barings’ high yield portfolio managers share their latest market views and discuss where they expect to see opportunities going forward.
-
White papers
Inequality: Causes, policy response and market implications
Global income equality has improved over the last 40 years, but the story in advanced economies is less positive. We look at the key drivers of this phenomenon and their implications, as well as the economic outlook. We argue this trend will force global companies to embrace ESG criteria at a faster speed, with the fast movers likely to be outperformers.
-
White papers
What technologies do we need to get to net zero?
Meeting Paris Agreement climate change targets means tackling the harder-to-decarbonise areas of the economy with technologies that don’t yet exist at scale.
-
White papers
Hell, Heaven & the Next Bonanza of Mispriced Assets
While markets focus on post-pandemic recovery, regulators have been sounding the alarm on the need to price in long-term climate risk.
-
White papers
Core Matters Inequality: Causes, policy response and market implications
Over the last decade, since the end of the Great Financial Crisis (GFC), more and more adverse “side effects” of previously hailed economic, technological and political “megatrends” have come to the fore.
-
White papers
Private credit markets – optimism grows, but caution is warranted
Activity levels in many private credit markets have unsurprisingly picked up over recent quarters as public markets bounced back, adding to the robust and growing pipeline of opportunities we are seeing across the breadth of the asset universe.