All White papers articles – Page 127
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White papersDriving Sustainable Outcomes: Infrastructure Debt and the Sustainable Development Goals
Infrastructure investment is vital for enhancing quality of life, driving economic development and promoting social equity. It fundamentally shapes how we live, how economies function and the inclusivity and resilience of our communities and environment. To meet global infrastructure needs, including the UN Sustainable Development Goals, an estimated $97 trillion in investment is needed by 2040.
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White papersThe case for resilient high yield private credit
With inflation lingering and rates moving at a much slower pace than expected, infrastructure debt, particularly in the higher-quality sub-investment grade space, offers attractive returns and resilience for investors seeking a safe haven in a changeable market, explain Infranity experts.
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White papersWill the US presidential election endanger an investment boom?
The onset of the pandemic saw the US endure a period of remarkable economic turbulence but it has since transitioned to a phase of unexpectedly strong growth. One factor underpinning this trend has been the somewhat unusual, acyclical nature of investment spending. Far from exacerbating broader swings in the economy and falling sharply in the wake of higher interest rates – the traditional response – investment spending has remained solid.
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White papersAsset-Based Finance: Private Credit’s Key Diversifier
Private capital is increasingly being used to finance consumer spending.
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White papersAPAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
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White papersUnlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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White papersCyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
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White papersAligning with global sustainability standards benefits investors
Reporting on climate risk has come a long way in recent years. Now, with the convergence of major standards, the promise of a global baseline for sustainability reporting is closer than ever.
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White papersGreen and Sustainable Bonds: Five Key Questions
With strong sustainable EU initiatives, plus the conclusion of the hiking cycle, attractive carry in interest rate curves, and the likelihood of lower interest rates amid evolving monetary policies, the outlook for green and sustainable bonds is promising, explain the portfolio managers of the Generali Investments SICAV (GIS) SRI Euro Green Bond subfund.
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White papersEngagement case study: LyondellBasell
As part of the Climate Action 100+, we co-led engagement with the company on setting and disclosing ambitious climate targets.
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White papersUK outlook brightens as rate cuts loom
The Bank of England held rates at 5.25% this week, but its accompanying statement made clear that, given the broader outlook for inflation, the prospect of rate cuts this summer has increased.
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White papersGreen bonds boom boosts case for credit engagement
EOS has engaged with companies on behalf of bondholders for many years, recognising that credit portfolios can be hard hit in the wake of serious controversies. Ross Teverson explains how we have evolved our engagement approach as the size of the sustainable bond market has grown.
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White papersImproving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
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White papersMeta shifts the narrative on dividends in the world of Big Tech
Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies. Soon after, Alphabet and Salesforce followed suit, announcing dividends for the first time.
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White papersStart with the farmer
California farmers lead the way in sustainable agriculture while navigating water infrastructure limitations.
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White papersPositives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papersEconomic Monthly: Flying Blind
The U.S. Federal Reserve (the Fed) has reduced the pace of quantitative tightening (QT), the European Central Bank (ECB), and potentially even the Bank of England (BoE), could begin cuts as soon as next month, and the dot plot shows the Federal Open Market Committee (FOMC) cutting rates later this year.
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White papersCorporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
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White papersDe-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
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White papersThe Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
