White papers - all assets – Page 54
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White papersPrivate assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why they’re doing it now.
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White papersThe illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
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White papersConcentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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White papersSunshine in the U.S.—For Now
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersSustainability watch: record temperatures, emission targets, and offshore wind
Our selection of sustainability news from July covers the prevalence of record-breaking heat events, calls for global net-zero targets, and a global initiative designed to grow the global market for carbon offsets.
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White papersThe End of the Great Moderation: Forecasting in Elevated Uncertainty
In a global environment with more complexity and uncertainty, we have adopted a probabilistic, scenario-based approach to forecasting macroeconomic and market outcomes.
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White papersA Case For: Sustainable Climate Bond Strategy
Our climate-aware investment process aims to enable investors to immediately improve their portfolio’s carbon profile and reduce climate risk, while maintaining target returns.
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White papersFinding equity opportunities in the deforestation fight
Ending forest loss is a target climbing the policy agenda. As governments adopt regulations for deforestation-free products, companies face growing pressure to disclose supply-chain data, including the volumes and origin of commodities. We use case studies, sourced from the latest annual sustainability report for our Circular Economy equity strategy, to highlight both the challenges and opportunities this presents.
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White papers3Q 2023 Strategic Investment Outlook
A narrow market, led higher by a small number of stocks, has been doubly painful for many investors in 2023.
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White papersHow renewable energy investments can help manage the risks facing DC members
2022 highlighted several risks for defined contribution pensions (DC), many of which could have been addressed by renewable energy investments. We explain how.
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White papersAsset Class Return Forecasts - Q3 2023
Optimism was definitely behind the respectable performance registered by risky assets in the last quarter. However, the economic backdrop does not look overly positive. On the price levels side, US headline inflation is receding, although the core measure - more important for monetary policy decisions - is proving to be stickier. The latest European and UK inflation numbers signal that price growth is cooling.
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White papersIs there a recession on the horizon?
This week’s edition of Simply put focuses on a quant conundrum related to our indicators: our US growth indicator remains firmly at low levels. Is it a false signal? Should we reconsider the indicator itself?
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White papersFour critical elements for asset managers to meet the biodiversity challenge
Our biodiversity system is deteriorating at an alarming rate and its loss is causing damage not only to the natural world but to the wider planet, society, and the global economy.
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White papersGlobal Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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White papersDefining sustainable investments in European leveraged finance and CLOs: Part 2
There is a diversity of ESG ratings and scores across the leveraged finance markets, as well as multiple providers. To the consternation of some investors, this is not a regulated activity, and one firm’s methodology can vary from another’s as much as the objectives that it may have set.
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White papersEmerging market resilience paves the way for new opportunities
Resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year. The effects of monetary tightening are seeping through to the real economy, contributing to lacklustre growth, particularly in developed economies.
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White papersReal Assets 2.0: Riding the Next Wave in Infrastructure Investing
The new generation of infrastructure is creating opportunities with characteristics similar to those of traditional infrastructure—yet often at values the market may not fully recognize.
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White papersWhere is Mexico Headed a Year Out from a Critical Election?
As the single six-year term of leftist Mexican President Andres Manuel Lopez Obrador winds down, preparations for the June 2024 general election are heating up. What does this mean for EM debt investors?
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White papersRecord Heat, Climate Policies Energize Low-Carbon Investing
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
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White papersMacro Perspectives: A changing inflation and growth climate
Our economists discuss what’s in store for investors in the second half of 2023 in our latest Macro Perspectives. Although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, we believe there are opportunities ahead.
