All White papers articles – Page 166
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White papersHigher for Longer, Longer the Stronger
We are leaning into quality as markets start to focus away from near-term tailwinds and onto medium-term headwinds.
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White papersMid-Life Opportunities
Sponsors are increasingly looking for co-investment partners to support growth ambitions in existing portfolio companies or to generate liquidity, say Neuberger Berman’s David Stonberg, David Morse and Joana Rocha Scaf
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White papersJapan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
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White papersSDG Engagement Equity Q3 2023 case study: LKQ
LKQ is a global distributor of vehicle products, including replacement parts, used in the repair and maintenance of vehicles.
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White papersEuropean Residential Markets 2023/2024
The current economic cycle marks a fundamental change after 15 years of growth driven by favourable low interest rates and an investment boom into real estate.
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White papersIs more monetary tightening really needed?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersIs This What a Soft Landing Looks Like?
The first half of 2023 was a whipsaw of economic and real estate data that turned from gloomy to bright and back again, seemingly by the day. As the fog lifts from this noisy backdrop, we believe the case for a soft landing has become more pronounced.
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White papersSchroders Capital Investment Outlook: Real Estate H2 2023
In this, our second edition, investors will find local teams’ updated views and insights, as well as timely key data and trends, to illustrate the shape of the real estate market.
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White papersSDG Engagement High Yield Credit, H1 2023 Report
Achieving true sustainability in fixed income is no mean feat: it takes time, expertise, dedication and resources.
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White papersKeynote interview: Renewables lead the charge
Cost competitiveness, government support and societal need are driving long-term investment opportunities in green energy, says Schroders Greencoat’s Coen Weddepohl in an article originally published by Infrastructure Investor North America magazine.
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White papersAs one door closes … How changes in long income are creating value opportunities
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the importance of selectivity to uncover opportunities and how new buyers can fill the void left by DB pension schemes.
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White papersImpact Opportunities, Annual Report 2022
Our Impact Annual Report offers an overview of relevant updates to the companies in our portfolio, and showcases our engagement with three holdings in particular as they relate to the themes of clean water and future mobility.
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White papersISA Briefing: Key economic questions for China and Japan
We have been fielding questions on two big macroeconomic topics impacting the Asia-Pacific region: (1) the outlook for China’s economic recovery and (2) the path of the Bank of Japan’s monetary policy.
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White papersBurgeoning belief in batteries
For a long time, climate sceptics had one seemingly unanswerable objection when it came to the transition to renewable energy: that’s all very well, but what happens when the sun doesn’t shine or the wind doesn’t blow?
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White papersQ3 2023 Asia Pacific Market Perspective
Between July and November 2023, soft-landing expectations remained intact; higher interest rates incrementally dampened growth and reduced inflationary readings, in line with central banks intentions.
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White papers2023 IGIS Market View
Korea’s economic growth slowed due to the trade deficit and financial volatility, whereas the recovery of the service industry offset the decline. The economic slowdown will remain in H2 with compelling downward pressures.
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White papersEuropean Hotel Sector: Short-term distress and strong long-term fundamentals create value opportunity
For a subset of the European hotel sector, weaknesses exacerbated by the COVID-19 travel shutdown are now being made worse by high inflation and rising interest rates, creating distress. There is a window of opportunity to acquire these hotels at discounted pricing.
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White papersUsing economic state models to assess the U.S. office outlook
Economic state models can be a valuable tool for investors seeking a framework to methodically analyze dynamics between macroeconomic indicators and local market trends, as well as anticipate changes in real estate cycles and formulate better-informed strategies.
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White papersMarkets hit by ‘higher for longer’ rate expectations
After a volatile September, the S&P 500 Index is heading towards its first quarterly loss in 12 months.
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White papersDeploying AI in Investment Applications: Three Case Studies
There are different ways to apply AI to portfolio management processes. We discuss three distinct approaches in fixed income, hedge funds and equities.
