White papers - all assets – Page 212
-
White papersResidential real estate: it’s not just ‘doing good’, it also makes financial sense
The growth of impact investing, and opportunities with residential housing
-
White papersThe road to Smart Olive: investing in a ‘Just Transition’
The Energy Transition is critical for our planet’s future. According to the United Nations, the world is likely to exceed 1.5°C of warming above pre-industrial levels within 20 years, even in a best-case scenario of deep cuts in greenhouse gas emissions.
-
White papersGlobal Emerging Markets: Outlook 2022
Fund manager Kunjal Gala takes a view on the coming opportunities and challenges for investors in emerging markets.
-
White papersChina Is Still an Asian Tiger
We think the Lunar New Year could see a growth comeback for China.
-
White papersEquitorial, H1 2022: Investing in a net zero future
During his speech at COP26 on 3 November 2021, UK Chancellor of the Exchequer Rishi Sunak declared the need to “rewire the entire global financial system for Net Zero”. To this end, he announced the UK’s intention to become the world’s first ‘Net Zero Aligned Financial Centre’.
-
White papersESG investing: Why we believe an active approach is optimal
The ‘active versus passive’ investing debate is well documented and has rumbled on for years. However, when it comes to investing from an environmental, social and governance (ESG) perspective, we firmly believe active investing is the optimal route.
-
White papersBitcoin, A Cornerstone Digital Asset: Part 4
Could Bitcoin options be the “picks and shovels” of the cryptocurrency Gold Rush, a way to convert Bitcoin from a “get rich” to a “stay rich” asset?
-
White papersKishidanomics: Propelling Japan towards the digital future
Swift actions were the approach Prime Minister Fumio Kishida took after assuming the leadership role. From calling a snap election to the size of the economic stimulus package, his decisions seemed like a race against time. So far, they have exceeded market expectations.
-
White papersInvestment Climate II/2021: Transformation in the property markets
Sustainable transformation of their real estate holdings is right at the top of the agenda for institutional property investors in Europe.
-
White papersChina: The Great Disconnect
Chinese equities offer many unique attributes, particularly given the improving access to the onshore market, which offers investors direct exposure to China’s economy as it repositions itself for long-term sustainable growth.
-
White papersJeromicron: Markets Face a One-Two Punch
Preliminary Markit PMIs in the U.S. show Omicron weighed on consumer demand, labor supply, and supply chain disruptions in January. The composite PMI fell from 57 to 50.8—its lowest level in 18 months; declines were seen in services and manufacturing.
-
White papersChoice Overload participation and asset Allocation in French savings Plans
This paper employs administrative data from one of the largest plan providers in France to investigate the role of plan and default characteristics in affecting whether employees participate in the plan and whether they accept its default investment option.
-
White papersGlobal Investment Views - February 2022
January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities. The reassessment of the inflation premium in the wake of demanding valuations has driven a strong repricing of risk premia.
-
White papersEquity Market Correction Opens Door for Quality Recovery
It’s been a challenging start to the year for equity investors, with markets dragged down by a sell-off starting in expensive technology stocks, particularly in the US. While the correction is unsettling, we think it may open the door for a healthier recovery in which companies with high-quality, sustainable businesses can stand out.
-
White papers*Outlook highlights: China seeks stable growth; other EMs face bumps*
In our new paper EM, Asia, China 2022 market outlook: Building back stability, Zhikai Chen, head of Asia/Global Emerging Market Equities, and David Choa, head of Greater China Equities, examine the critical factors influencing the likely path of EM equities this year.
-
White papersNatural Resources: Bridging the Gap to a Cleaner Future
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.
-
White papersWhere Are U.S. Rates Going?
It is widely believed that the mainstream FOMC members, which includes Fed Chair Jerome Powell, belong in the dove camp. With global PMIs peaking, a tightening of monetary and fiscal policy are headwinds for the strong recovery.
-
White papersThe wheels of a Circular Economy go round and round
The awareness of the finiteness of our natural resources as well as the fight against climate change make us look for an alternative development model. The Circular Economy could be part of the solution and has become increasingly successful in recent years : the concept has spread from a small circle of insiders to a growing number of companies and citizens.
-
White papersEmerging markets – Short-term pain ahead of an upturn
While 2021 was not a good year for emerging asset markets (EM), 2022 may hold positive developments that could turn the region’s markets around. Our investment view is generally constructive on EM this year, although we are cautious in the near term.
-
White papers*Environmental thematic investing set for strong growth in 2022*
While 2020 was one of the best years for pure environmental thematic investing, with the segment up by more than 100%, it saw a significant – and healthy – consolidation in 2021. It underperformed the MSCI ACWI index despite company fundamentals improving notably and regulatory and policy support bolstering ...
