White papers - all assets – Page 228
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White papersInvesting Reinvented - Capturing Disruption in Companies and Portfolios
In a world of pervasive innovation, investors need a new mindset to identify transformational companies and portfolio strategies with true return potential. But reaping the benefits of innovation also requires some old-fashioned fundamental sense.
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White papersHow to finance climate change resilience
It’s critical to grow the market for solutions to reduce the physical risk of climate change, say Alex Bernhardt and Thibaud Clisson.
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White papersJD.com case study
JD.com published its first ESG report in April 2021 and its second sustainability report in June 2021. It also held its first shareholder meeting in June 2021 with appointment of its first female board director. EOS is pleased with its changes and continues to engage with the company on furthering improvements on ESG issues.
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White papersThe net zero carbon decision
Is a net zero carbon target right for institutional portfolios? If it is, what steps do investors need to take to put them on the path to net zero?
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White papersEvergrande: caught in the crossfire between China’s past and future
Evergrande stands in the crosshairs of China’s demographic shift, its urbanisation and property boom, and the end of its decade-long economic growth spurt, writes Robin Usson, CFA, Credit Analyst
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White papersWhat links climate change, biodiversity loss and gender?
An effective response to the twin problems of climate change and biodiversity loss must also be grounded in improving gender equality.
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White papersEurope: reasons for optimism…and caution
In this paper, investment director Martyn Hole explains why the backdrop for Europe is increasingly positive, but that there are risks that warrant caution.
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White papers10 trends that will define the future of emerging market investing
In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years.
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White papersGreen revolution re-energises utility stocks
Investment analyst Bobby Chada explains why he thinks green power is still a smart long-term investment.
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White papersA 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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White papersIntegrating 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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White papersWhat 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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White papersBeyond 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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White papersChina’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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White papersGrowing 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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White papersEmbracing 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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White papersNet 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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White papersChina 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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White papersWill 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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White papersCould 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.
