White papers - all assets – Page 317
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White papersHow index investors can change the future
There are multiple ways for ‘tracker’ funds to help foster better financial and societal outcomes, says Meryam Omi, Head of Sustainability and Responsible Investment Strategy at Legal & General Investment Management (LGIM)
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White papersThe Pillars of impact investing
The concept of ESG-aware invest- ing is now well understood, although it is delivered in varying forms. The investment industry is now taking this one step further and embracing impact investing, an approach that is well established in the world of philanthropy, family offices, non- governmental organisations and social enterprises, but is less well understood in the mainstream.
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White papersManaging and Measuring Impact in Social Infrastructure
Investing in social infrastructure in Europe can lead to positive impact-based outcomes for communities and the environment. By bringing impact- focused private capital to the social infrastructure space, the community and environmental performance of these assets can be markedly improved. Our Real Assets team proposes a three-step framework that allow not just measurement, but management of impact from social infrastructures.
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White papersImpact investing & the global microfinance sector
According to the Global Impact Investing Network (GIIN), impact investing is investments made into companies, organisations and funds with the intention to generate measurable social and environmental impact alongside financial return.
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White papersIn Credit: Three percent… and rising?
As recently as mid-2016, the benchmark 10-year US treasury note had a yield of less than 1.4%.
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White papersFed Unwinding the Bernanke Experiments: Progress Report
The Fed will likely experience interesting challenges as it seeks to fashion a sustainable monetary policy that fits with the current economic climate and regulatory framework.
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White papersVolatility Returns: Phase Transition in Equities
Volatility has returned to equities in a big way after a rather placid 2017.
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White papersECB: dovish tone and calm markets - but flexibility needed with volatility ahead
The overall stance is still broadly accommodative and aims to confirm the consensus view.
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White papersGICS Reclassification: Assessing the Impact on Emerging Market Investors
The recent announcement by MSCI and S&P of a review of the Global Industry Classification Standard (GICS) will lead to a significant reduction of the IT weighting in the index.
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White papersRethinking fixed income investing when the easy money is coming to an end
The end of easy money may point to different investment scenarios
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White papersSparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
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White papersPotentially a strong year for Asian bonds
In a world where the global interest rate environment is posing greater risks, Asia’s inefficient fixed income markets offer opportunities for flexible investors.
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White papersRising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
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White papersGoing global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
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White papersDB Pensions: Is Cash Flow–Driven Investing Right for Everyone?
UK defined benefit schemes are now mostly cash flow–negative.
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White papersWhat is the point of the equity market?
The number of listed companies has collapsed in many parts of the world as companies increasingly reject public markets. This has serious implications.
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White papers5G in Latin America: A region’s global competitiveness at stake
So far, this series, 5G: The Foundation for a HyperConnected World, has examined the transformational technology that will redefine communications and have lasting impacts on several industries. Most recently we’ve explored 5G’s potential impact in Africa and how the continent could benefit from the technology.
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White papersThe dangerous science of buckets
Why absolute return fixed income challenges traditional asset allocation thinking.
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White papersPrivate assets outlook: a premium on innovation
As investors await the bottom of the interest rate cycle, we consider three key themes to look out for in private asset markets.
