All White papers articles – Page 163
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White papersSustainable Global Equity, Annual Report 2022-23
This year’s annual report focuses on the UN SDGs and explores how two different trends are supporting progress on a number of objectives.
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White papersA sea change for global shipping
Nordic ferry group Scandlines is completing the construction of one of the world’s first electric freight ferries.
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White papersThe COP conundrum
Much has been achieved but much more needs to be done if the COP convention is to retain credibility.
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White papersRisks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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White papersBiodiversity investing: three drivers of alpha
Protecting biosystems is an obligation for responsible investors but we believe it can also bring long-term rewards.
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White papersA view on Italy and its government debt
On 20 October, S&P Global Ratings announced that it was keeping its rating of Italian debt unchanged with a stable outlook. The rating agency’s decision kicks-off a wave of autumn credit assessments and will be followed by DBRS Morningstar on 27 October, Fitch Ratings on 10 November and finally Moody’s on 17 November
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White papersWhy renewable energy is such a good fit for private investors
Private investors have been excluded from infrastructure investment in the past. But renewable energy now offers new opportunities both in terms of return and risk management.
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White papers360° Fixed Income Report, Q4 2023: Debt, deficit, dispelling doubts
In our latest fixed income report, 360°, the credit team provide an overview of the key themes shaping the fixed income narrative and their outlook for the remainder of 2023 and beyond.
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White papersDoing good and doing well: Our approach to sustainable fixed income
What are the core principles of sustainable investing, why does it make sense in this environment, and what kind of companies do we look to invest in? Mitch Reznick, Head of Sustainable Fixed Income, shares the team’s view.
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White papersMiddle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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White papersGlobal Investment Views - November 2023
Look out for growth, but with an eye on inflation
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White papersListening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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White papersAre Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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White papersSchroders Capital Global Real Estate Lens October 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersThe case for European hotel sector investment: Short-term distress and strong long-term fundamentals create value opportunity
The COVID-19 pandemic dealt an unprecedented blow to the hospitality industry. Fortunately, travel has rebounded, and strong fundamentals bode well for the European hotel sector in the medium and long term.
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White papersIPM monthly blog – Edition October 2023: Our monthly insights into private markets
US interest rate expectations have moved higher as the economy has remained robust, leading to the possibility of another interest rate rise and a likelihood that rates will show only small (if any) cuts in 2024. Higher-for-longer rates would be a headwind for real estate markets, though a strong economy is positive for occupier demand.
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White papersEmerging markets: Positive signs even as China slows
The post COVID-19 era has seen a reset in financial markets on many levels – interest rates, geopolitics and growth paradigms. It’s also led to a redrawing of the landscape for emerging markets (EM).
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White papersGeopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
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White papersInvesting in alternative credit: perspectives on opportunities and risks
Even as traditional fixed income yields appear more attractive, institutional investors continue to explore alternative credit asset classes as a way to potentially improve the risk/return profile of their portfolios.
