All White papers articles – Page 124
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White papersInfrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times
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White papersIncome…with a Side of Growth Potential
We think today’s market landscape calls for a different mix in multi-asset income strategies.
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White papersSenior Secured Loans: 101
At $1.8 trillion, the global senior secured loan market has grown substantially over the last 15 years. Here, we break down the key characteristics of the asset class and touch on how investors can access the many potential benefits on offer.
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White papersKeynote Interview: The third wave of decarbonisation
Tackling the carbon footprint of heating and hard-to-abate sectors is paramount if net-zero ambitions are to be fully realised, says Schroders Greencoat’s James Samworth in an article originally published by Infrastructure Investor magazine.
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White papersPrivate Markets Investment Outlook Q2 2024: A new investment environment
Private markets are entering Q2 2024 with a reshaped investment landscape. The normalisation of fundraising and valuation adjustments for specific strategies have set the stage for promising investment opportunities.
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White papersKeynote Interview: Cultivating a customer-centric approach
A shift from passive to active ownership models is key to achieving operational excellence at the asset level, says Schroders Capital’s James MacNamara, in an article originally published by PERE magazine
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White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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White papersPursuing performance A compelling case for Asian real estate
Having experienced one of the most chal lenging cycles in recent memory, real estate investors must surely be looking forward to green shoots in the market. Although the interest-rate trajectory of major economies stands at a crossroad, there are early signs of transaction volumes and capital markets activity recovering progressively.
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White papersUS consumer shows confidence
“Concerns over US economic growth persist, and this highlights the importance of a global approach to investing in the developed and emerging markets.”
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White papersU.S. offshore wind: Blowing in the right direction
Despite the current obstacles of slow permitting and rising costs, the U.S. offshore wind industry is picking up pace.
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White papersU.S. retail is shaping up to outperform in 2024
Retail property markets ended 2023 in a position of strength. Property fundamentals are healthy, particularly across open-air and necessity retail segments with vacancy rates below their long-term average across most markets.
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White papersRedefining real assets: Megatrends and their impact on investment strategies
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. These long-term, structural changes increasingly drive the demand and supply of real assets – natural capital, real estate and infrastructure.
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White papersRedefining real assets: The Megatrends series
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. Megatrends play out slowly and are inherently difficult to disrupt. But over the last few years we have seen a period of unprecedented change.
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White papers2024 Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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White papers150-Year Analysis: What Happens to Equities When Inflation Strikes
The quick rise in consumer prices following the pandemic disrupted decades of low inflation globally and sparked equity volatility that investors still struggle to navigate. While inflation has settled down, it has stubbornly stayed above central banks’ targets of around 2%. High inflation can cut out the bulk of a portfolio’s return, making it a paramount concern for investors.
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White papersIndia’s time to shine
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the Bharatiya Janata Party (BJP) and consider how index inclusion could energise the country’s capital markets.
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White papersUncovering the qualities that set compounders apart
Compounder companies (“compounders”) are those with highly visible and long-duration growth. Lindy’s Law explains an anti-ageing process for such companies — the longer they exist, the stronger they become to survive well into the future. This enables many to become industry leaders and dominant global players. We refer to these types of venerable companies as “marathon runners”. They form the bedrock of the returns we generate for our clients. It’s not just their age that sets these companies apart. It’s the combination of unique corporate culture and resilience that keeps them growing in good and bad times.
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White papersLogistics Remains Favorite As Take-Up And Values Are Projected To Recover
The European macroeconomic outlook has improved in H1 2024 as both retail sales and industrial output rebounded. Together with normalizing global supply chains and continued growth in e-commerce sales penetration, logistics take up is projected to recover from its recent slowdown.
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White papersEuropean Real Estate: An Uneven Path Ahead
Downward price pressures are easing in the European real estate market. The timing of recoveries in pricing by geographies and sectors likely will occur in line with variations in real estate debt refinancing funding gaps and long-term growth drivers. The Barings Real Estate team discusses how this is shaping investment opportunities.
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White papersListed infrastructure: Structural growth tailwinds aplenty
Quick takes on capital markets
