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White papersThe outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential
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White papers
Too many equity managers, mediocre investment outcomes
How hiring too many investment managers drives unexpected outcomes
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White papers
Water disruption: investment risk from multiple angles
We believe water risk must be accounted for in portfolios today, not in 2030 or 2050. But how can this be done? We outline how water is impacting the day-to-day operations of investee companies and what the risks are.
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White papers
How ESG can help build resilience in Buy and Maintain credit strategies
Responsible investment has always been about the long term. Equity investors want to know a company isn’t vulnerable to global shifts around environmental or social issues and for fixed income investors, looking to more distant horizons, it might be about ensuring a business can be part of a resilient strategy for the next 20 years.
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White papers
Investing in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
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White papers
Opportunities in Asia Pacific REITS
Amid the COVID-19 pandemic, the Asia Pacific region is proving to be resilient for investors looking to capitalise on its structural growth. Real estate investment trusts (REITs) remain in favourable territory protected by relatively high yields and stable dividends. Their relative stability and the higher visibility of dividends in the REIT sector has helped them outperform the overall market during periods of rate cuts and slow economic growth. As economies and trade continues to recover we believe the region’s real estate investment trusts will prove alluring to investors seeking an income generating alternative asset class.
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White papers
Alternative UCITS: delivering on diversification
Europe’s Alternative UCITS funds have delivered on their diversification promise during the coronavirus-related market turbulence of 2020.According to Bernadette Busquere Arnal, European Head of Hedge Fund Research and Nathanael Benzaken, Chief Client Officer, the Alternative UCITS sector will continue to grow and Lyxor is positioning its fund platform to benefit clients in future.
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White papers
Defining “New Normal” in Private Credit Markets
There is no doubt that COVID-19 and the volatility in the publicly traded markets have captivated everyone’s attention in recent months. Private credit markets are similarly dealing with unprecedented dynamics. This article reviews the historic magnitude of the dislocation and what might be in store for the future.
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White papers
Syntrus Achmea Outlook 2021–2023
The ultimate impact of COVID-19 on investments in real estate and mortgages remains uncertain in the short term. We expect real estate to remain a relatively attractive investment due to continuously low interest rates and a shortage of supply in the residential and healthcare real estate markets. These factors are likely to drive ongoing demand for these asset classes in the short and medium term. By investing now, it is possible to secure financial and social returns in the longer term.
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White papers
PGIM ESG Annual Report 2019-20
Uncertainty surrounding the COVID-19 outbreak has weighed on us all. In a March note to clients and the broader PGIM community, CEO David Hunt reminded us that during times of crisis, it’s important that we look after each other. And that while markets will fluctuate, our obligation to meet our steadfast commitment to our fiduciary duties remains.
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White papers
Climate Investing Lose the Carbon, Keep the Returns
We believe climate change is one of the biggest risks in investment portfolios today. These risks impact a vast number of segments and industries – not just the obvious polluters.
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White papers
Reinventing Investing
For four decades, State Street Global Advisors has believed that investing responsibly enables economic prosperity and social progress. Our clients are the world’s governments, institutions and financial advisors — and together we partner to solve some of the world’s most pressing investment challenges.
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White papers
The relevance of gold as a strategic asset - European edition
European investors have seen turbulent times in the last decade. The sovereign debt crisis which immediately followed the Global Financial Crisis highlighted the need for robust risk management. As a new decade has begun, investors face an expanding list of challenges around asset management and portfolio construction.1
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White papers
Global Investment Views - December 2020
As we approach year-end, markets can count on two pieces of news to propel some optimism. The first comes from the US, where the Biden victory, without a real Blue Wave, is seen by markets as the best possible outcome.
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White papers
ESG Investment Insights - Achieving multiple goals through optimization
By incorporating ESG into their portfolios, investors are increasingly faced with managing multiple objectives in the portfolio construction process. For example, an investor may be looking to gain exposure to securities that are aligned to societal goals while still closely tracking a benchmark.
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White papers
Blog | ESG reporting and the REIT market
The percentage of real estate investment trusts, or REITs, that publicly report on ESG efforts and outcomes has increased significantly in recent years, according to new insights from global index provider FTSE Russell and the National Association of Real Estate Investments Trusts (Nareit).
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White papers
Blog | Listed infrastructure equity still offering robust yields
Last year we published a report on consideration for investing in infrastructure but since then the world has changed. The COVID market crisis is unusual in many respects, including its impact on infrastructure, where traditional investment paradigms are being tested.
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White papers
Blog | Charting the impact of sovereign bond market inclusion
The impact of inclusion of a country’s bonds in a flagship local currency government bond index, is naturally of great interest for issuers and investors alike. An accurate overview allows market participants to anticipate corresponding asset flows and allows issuing governments to more accurately assess the impact to their local capital market of an inclusion event.
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White papers
FTSE Russell China Bond Research Report November 2020
FTSE Russell is set to add Chinese government debt to its World Government Bond Index (WGBI) in 2021 subject to further confirmation in March 2021. The decision follows FTSE Russell’s assessment of improvements in market liquidity, foreign exchange and settlement flexibility in China bond markets, among other factors.
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