All White papers articles – Page 177
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White papersEmerging markets debt: Stable macro backdrop fuels emerging markets
Emerging markets debt: Stable macro backdrop fuels emerging markets
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White papersGlobal Corporates: Investment-grade corporates offer attractive yields and abundant liquidity
The second quarter of 2023 saw some calm return to financial markets following the eventful start to the year caused by the problems in the banking sector. A key theme for markets during the quarter was the resolution of US debt-ceiling negotiations, although other risks remain, including the potential impact of interest rates being higher for longer, concerns over the health of the commercial real estate sector and fears of a global recession.
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White papersMacro insights: Resilient growth buoys markets, but risks elevated
Investors powered a broad rally in risk assets in the second quarter as recession concerns appeared to diminish.
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White papersFixed Income Outlook – Shifting narratives
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun to ‘break’ the financial system, to imminent recession and imminent rate cuts, to a resilient US economy, to weak domestic demand and deflation in China, and slumping growth in the eurozone amid continued central bank policy tightening.
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White papersFixed Income Perspectives Q3 2023 outlook
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersEuropean Real Estate markets – seeking a new equilibrium
The extraordinarily low-interest rate environment that saw markets expand in the wake of the global financial crisis (GFC) is a remarkable anomaly.
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White papersIndia: an ESG landscape in transformation
The Indian government’s policy commitments around renewables, healthcare and financial inclusion present ample opportunities for companies to align with the UN Sustainable Development Goals.
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White papersGreening the Grid: A Tipping Point in U.S. Renewable Energy Production
While demand for renewable energy is on the rise, and the grid continues to “green,” procurement, transmission and accounting of renewable resources is expected to evolve.
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White papersLearning the ropes - Unveiling the attractiveness of real estate investing
Real estate offers investors four key benefits. First, it brings diversification benefits to multi-asset portfolios. Real estate has low and sometimes even negative correlations of returns with other asset classes such as bonds and equities.
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White papersInvesting in real estate impact
From climate change and geopolitical tensions to rising inequality and a shortage of affordable housing, society faces many challenges and investors are seeking ways to be part of the solution.
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White papersAmundi Pension Funds Letter n°18
Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment. That the world has been approaching a critical juncture has been a stable topic of the past few years. But this year, the consensus was clear: We have embarked on a new era.
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White papersDecarbonising real estate: What will it take in challenging conditions?
Real estate asset owners are working towards ambitious net zero targets which call for all buildings to be carbon neutral by 2050. However, challenging economic conditions could slow progress. In this environment, increased integration between asset management and ESG teams is imperative.
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White papersThematic ESG research: impact of natural hazards on rents
Swiss Life Asset Managers presents its new publication “Thematic ESG Research” for the first time. The new research series sheds light on sustainability trends and addresses innovative ESG research issues.
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White papersThe case for commercial real estate as part of a well-diversified portfolio
The investment landscape has been significantly impacted by the shift in the Federal Reserve’s (Fed) monetary policy beginning in March of 2022.
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White papers2022 Stewardship Annual Report
Read about how we embrace responsible, active ownership by engaging with investee companies and voting proxies, with the goal of maximizing long-term value of our clients’ assets.
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White papersPathways to progress - Unveiling the attractiveness of infrastructure investing
Infrastructure covers a wide range of sectors that provide essential services to citizens, including assets that satisfy the energy, transportation and communication needs of society. Infrastructure can also extend to other industries such as waste and water, healthcare, and other necessities.
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White papersNasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure the weights of its constituents should prompt investors to think about the broader concentration risks in US equity markets, particularly in passive portfolios.
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White papersEnergy efficiency: Innovating in environmental solutions
Impact investors seek out companies providing innovative solutions for the world’s most pressing social and environmental challenges. This case study considers how one impactful company, Schneider Electric, aims to help reduce global emissions by creating innovative energy-efficiency solutions for buildings and industry.
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White papersHow cost-conscious buy and maintain strategies seek to avoid pitfalls in credit investment
Buy and maintain (B&M) strategies can have the same characteristics and potential benefits of traditional credit portfolios. They can provide the yield, spread over government bonds, income and potential returns from the bonds held, as well as the potential to fulfil investors responsible investment objectives.
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White papersPro-invest Group Provides a New Perspective on Hospitality as an Alternative Asset
New White Paper Identifies Hotels as Underleveraged Investment Assets
