White papers - all assets – Page 225
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White papersESG Thema #4 - Investing in the Circular Economy : Closing the loop
Circular Economy can be defined as an economic system of trade and production which, at all stages of the product lifecycle, aims to increase the efficiency of resource use and reduce environmental impact while developing the well-being of individuals.(1)
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White papers5 trends driving the future of biotech
I am often asked about my outlook for biotechnology in light of how rapidly vaccines were developed for COVID-19. I would say this may be a sign of things to come for the industry. I’ve been seeing a renaissance that’s led to an explosion of novel drug targets in recent years.
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White papersCryptocurrency – the good, the bad and the ugly
Cryptocurrencies are moving into the mainstream, but present several risks that companies should consider. Joanne Beatty examines the key issues, including the environmental cost of cryptomining.
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White papersLessons from the EU: Development of the UK’s green taxonomy
The UK is creating its own green taxonomy. Ahead of the publication of its Green Finance Roadmap, Kate Fowler, Senior Responsibility Analyst, discusses the lessons that the UK can learn from the EU’s taxonomy development to ensure that the process runs smoothly
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White papersAre Europe’s oil and gas majors prepared for the climate change challenge?
In 2020 we saw what could prove to be a milestone year for the energy sector. Major oil and gas firms were finally willing to publicly address one of the industry’s main taboos – their contribution to climate change and their strategic efforts to address it.
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White papersCase Study: Avoiding cash drag using Equity Index futures
Cash is a necessary component of most investment portfolios. It’s present in a portfolio for operational reasons, including managing subscription/redemption flows and income streams such as dividends.
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White papersThe Worst Seems to Be Over…Now It Gets Complicated
Investors have shifted focus from the immediate COVID-19 threat to the prospect of a cyclical slowdown and secular stagflation.
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White papersShifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income.
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White papersWhen “Transitory” Becomes a “Swear Word”
The debate rages on around how best to describe current inflationary pressures, but some synonym for “not lasting” still fits best.
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White papersCase study: Vestas
Through their cost-effective turbines, manufacturer Vestas have boosted the attractiveness of wind power relative to other energy sources.
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White papersConnecting the Dots on China’s Growth Outlook
Concerns about China’s slowing economy have focused on issues affecting property and manufacturing. But these are only part of the story. Investors seeking a fuller understanding of the risks and opportunities need to take a broader perspective.
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White papersChina’s long and winding road to net zero
China is thought to account for over a quarter of global greenhouse gas emissions, and Paris Agreement alignment will be vital if global heating is to be kept within safe planetary boundaries.
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White papersUncovering Growth & Innovation in Germany’s Hidden Champions
Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.
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White papersIG Credit: Higher Rates on the Horizon
With rate hikes potentially on the horizon, and spreads fairly tight, there may be benefits to a multi credit strategy that looks beyond traditional IG corporate credit—to areas such as EM corporate debt and CLOs.
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White papersCLOs: Supply/Demand Dynamics Driving Opportunities
As heavy supply creates bottlenecks for investors and dealers, refinancing and reset transactions continue to look attractive, particularly BB tranches.
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White papersMeasuring a Country’s Carbon Emissions: A Debate with High Stakes
Why some metrics are more accurate, more equitable, and more efficient than others.
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White papersHigh Yield: Still Strong, Despite Market Jitters
Bouts of short-term volatility are almost a given going forward—but in our view, much of the recent market concern overlooks how strong the average high yield company is today.
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White papersFrom Rates, to Growth, to China: What’s Next for EM Debt?
While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt.
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White papersOpening the Tap: Opportunities in Regulated Water Utilities
The need to bring capital to the nation’s water utility systems is clear: Deteriorated water infrastructure affects both the population and the environment.
