All White papers articles – Page 179
-
White papersProtecting Real Estate From Climate Risks
AEW sets out concrete steps for meaningful climate-change adaptation
-
White papersChanging dynamics of industrial real estate
Since the end of the Global Financial Crisis (GFC), the industrial sector has been the best-performing core property type, producing robust returns during an extended period of falling vacancy and strong rental growth.
-
White papersAdapting to a volatile energy transition
It has happened again. Since 2002, the IEA has consistently been under-forecasting the pace of solar power adoption. In 2023, solar power capacity additions are – you guessed it – again beating its predictions: they are 24% higher than the IEA said just six months ago and double what it expected in 2020. We believe this illustrates that the adoption of sustainable technologies such as solar energy continues to accelerate.
-
White papersLocating the sweet spot in direct lending
On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.
-
White papersImpact Opportunities Equity Q2 2023
Like any new technology, AI will be a disruptor in the truest sense, bringing both positive and negative impacts for society and the global economy. In this report, the Impact Opportunities team explain why they believe healthcare is one area where AI will overwhelmingly be a force for good.
-
White papersSDG Engagement Equity Q2 2023 case study: Aalberts
In 2021, Dutch engineering group Aalberts set out a target that more than 70% of its revenue would be aligned with the SDGs by 2026. By end 2022 it had already hit 68%.
-
White papersNavigating rising distress levels in leveraged loans
A direct lending strategy focused on the northern European senior secured segment offers one of the best protected high yielding opportunities at the present time, says Laura Vaughan, Head of Direct Lending.
-
White papersWait and see (redux)
Recent inflation and GDP data complicate the course of central bank policy.
-
White papers360°, Q2 2023: Divergence, duration, dislocation
In the latest edition of the 360°, our quarterly fixed income report, we provide an overview of the key themes shaping the fixed income narrative and the team’s outlook for the months ahead.
-
White papersHigh Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
-
White papersESG Materiality H1 2023: Spotlight on India
In the latest issue we reflect on the 2023 corporate governance trends across emerging markets and put the spotlight on India, examining key ESG risks and opportunities in one of the world’s most exciting markets.
-
White papersOverlooked and underappreciated: The case for Korea
As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. James Cook, Investment Director of Emerging Markets, explains why Korea is one market that mustn’t be ignored.
-
White papersIt’s Time in the Market, Not Market Timing!
Although equity losses over short periods of time can paralyze decision-making, patience can be a virtue. Learn how patient equity investors have been consistently rewarded over time.
-
White papersHigher for Longer, or Are Central Banks Overdoing It?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
-
White papersEquity Outlook: AI Stars Eclipse Broader Earnings Resilience
Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions.
-
White papersClimate change and cities: Adapting real estate investment decisions
Some of the predicted impacts of climate change are now inevitable. 2020 was the hottest year globally, and the number and severity of extreme events has quadrupled since the 1980s.
-
White papersHydrogen hype – which ambitions are realistic, and which are less so?
We believe hydrogen will play a vital role in some places, but that it may be overhyped in others.
-
White papersFinancing the energy transition - Thought Leadership
Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit.
-
White papersIrish residential real estate – building better futures
The prospects for Irish residential real estate are compelling and underpinned by demand drivers, structural change and undersupply.
-
White papersReal assets, real impact
For investors to have a real impact on climate change requires tangible, achievable paths to net zero carbon emissions. Igneo Infrastructure Partners’ Sophie Durham explains how this can be achieved through engagement and collaboration with portfolio companies.
