All White papers articles – Page 105
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White papersThe bullish case for European fixed income
Mauro Valle, Head of Fixed Income at Generali Asset Management, explains why he expects duration to maintain its bullish momentum for the final months of 2024, and why the short- to medium-term part of the yield curve should be a sweet spot for bond investors.
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White papersHow Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns
The scale of change underway in energy infrastructure is enormous. But with a traditional approach and detailed understanding of the changing market, it is possible to deliver the kind of stable and predictable returns that investors have come to expect from an infrastructure allocation, says Ivor Frischknecht, Managing Partner, CIO Asia-Pacific at Sosteneo Infrastructure Partners, part of Generali Investments.
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White papersEuropean SMEs: A rich tapestry of sustainable private debt opportunities
The diversity of the SME segment in Europe offers investors access to a highly differentiated and steady flow of investment opportunities, explain the private debt team at Generali Asset Management. Moreover, falling interest rates are expected to benefit M&A corporate loans activity, while flexible unitranche structures from private debt funds should come back into focus.
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White papersWhat makes infrastructure debt attractive? An interesting time to invest?
According to Viktor Kozel, Head of Infrastructure Debt, now is the optimal time to consider infrastructure debt given the huge amount of investment needed to support demographic change, decarbonization, deglobalization and digitalization.
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White papersChurchill 2023 Sustainability Report
We are thrilled to present Churchill’s second annual Sustainability Report. Reflecting on the accomplishments of the past year, I am grateful for the many partnerships we’ve built. From collaborating with investors to refine our practices to engaging with organizations that provide invaluable insights to our investment teams, we are invigorated by the progress we have made together towards our sustainability goals.
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White papersFixed income insights
Income-oriented investors need higher yields, diversification and lower risk. Our depth of fundamental research provides a potential information advantage. Our strategy breadth enables risk and return customization across public and private markets — all managed by specialized teams.
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White papersThe shifting landscape within direct lending
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
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White papersCan the demand for critical minerals be met responsibly?
Decarbonising the economy requires a significant scaling up of green technologies such as electric vehicles (EVs), solar photovoltaics, wind turbines and grid-scale battery storage. All of which require significant mineral inputs. A deficit of these “critical minerals” – such as cobalt, copper, lithium, rare earth elements, graphite and nickel – raises supply risks that could constrain the pace and scale of the energy transition.
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White papersWhat It Takes to Catalyze the Transition in Emerging Markets
The best way to experience the Bhadla solar park region is from the air. Through a plane window high above the Thar Desert in northwestern India, theexpanse of photovoltaic panels appears suddenly out of the rolling dunes, shimmering in the afternoon sun like an inland sea.
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White papersThe Fed pivot arrives
“Inflation moving towards the Fed’s target is allowing the central bank to shift its focus to economic growth. This underscores the importance of bonds as a diversifier* in an overall agile stance.”
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White papersTop 3 trends and challenges affecting the life sciences industry
What are the potential consequences for real estate investors?
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White papersPrime opportunities within direct lending
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.
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White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
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White papersMedical outpatient buildings are well-positioned to outperform
Private commercial real estate continues to mature and evolve. In recent years, investors increased exposure to alternative sub-sectors within the asset class that offer unique demand drivers and the potential to outperform core real estate sectors. Healthcare real estate, which includes a diverse set of sub-types including medical outpatient buildings (MOBs) has quickly gained investor interest and for good reason.
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White papersInfrastructure Debt: ‘A Critical Part of the Capital Solution’
In this podcast with Infrastructure Investor, Pieter Welman participated in a lively conversation on how infrastructure debt is a core part of the capital solution in the transition to a cleaner and more digital-dependant world. Listen to the full episode to hear his latest insights on the infrastructure debt market, including where he and the Barings team are seeing opportunities today.
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White papersLocating the sweet spot in direct lending
On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.
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White papersU.S. Federal Reserve policy decision: securing a soft landing
The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. Despite associations of such large cuts with crises, today’s economic backdrop remains resilient. With recession risks receding and a favorable historical pattern during non-recessionary rate cutting periods, investors have reasons to remain cautiously optimistic about the market’s near-term outlook.
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White papersAll to Play for in 2024
In this PDI Q&A, Bryan High discusses the trends and dynamics likely to shape direct lending through the remainder of 2024.
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White papersHigh Yield: Scaling the Maturity Wall
The maturity wall facing high yield bond issuers has garnered much attention. But given the market’s short duration profile, lower prices and higher-quality relative to history, the reality facing issuers is less daunting.
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White papersReal Estate House View: United Kingdom - Second half-vear 2024
Economic discourse shifted over the second quarter, following the announcement of an early UK general election on 4 July. Polls were largely suggestive of a landslide victory for Labour. Consequently, the announcement of a Labour win had little impact on financial markets, with sterling, equity markets, and gilt yields broadly unchanged.
