All White papers articles – Page 185
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White papersSchroders Capital Global Real Estate Lens June 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 papersDeveloping the secret powers of middle managers
Middle managers are the glue of any organisation. These individuals possess skills and abilities that often make them the silent heroes within the corporate world. Let’s give them their day.
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White papersFive Reasons to Buy European Loans
In a world where interest rates have increased dramatically and geopolitical risks are elevated, investors are torn between seeking yield and preserving capital. European loans can help investors pursue both goals.
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White papersHow investors can get on board with sustainable travel and transport
International tourism is expected to return to almost pre-pandemic levels this year, but this poses something of a conundrum. How do we combine the economic and wider benefits of travel with the increasing urgency of the need to tackle climate change?
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White papersNavigating Uncertainty 2.0 - Are bonds in the sweet spot?
Since the start of the year, the potential long term investment opportunity for fixed income has increased. Problems in the banking sector have raised the prospect that central banks will now pivot toward ensuring financial stability and either pause, or start cutting, rates. This increases the chances monetary policy could shift from a headwind for bond markets to overcome into a tailwind supporting results.
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White papersPrivate Equity Valuations Withstand the Volatility of 2022
We see valuation data from more than 400 funds each quarter, and it suggests the recovery from a relatively shallow downturn may be underway for buyout funds.
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White papers“Investing at a Crossroads” Revisited
Nine months ago, we set out a playbook for the transition to the new investing environment—here’s why it still applies as the rates cycle peaks and inflation eases.
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White papersGP-Led Secondaries: Private Equity’s Most Underserved Market?
Current macroeconomic and capital market conditions appear to be creating attractive investment opportunities for secondary buyers.
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White papersImpact Investing – Global Emerging Markets
“It’s one thing to feel that you are on the right path but it’s another to think that yours is the only path.” Paulo Coelho
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White papersHow private credit can help fulfil long-term investment needs
In these volatile times, investors with long-term horizons such as global pension schemes need to find assets that can reliably deliver income whilst minimising volatility in challenging environments, but where could they invest in order to meet their requirements?
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White papersTactics and Strategy
We tend to think about diversifying across asset classes, sectors and regions, but diversifying across investment timeframes can add value, too.
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White papersWill Artificial Intelligence Become the “Terminator”?
Read more on the risks and opportunities of Artificial Intelligence
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White papersReal Estate Case Study: 11 & 12 Wellington Place, Leeds – a bridge between two revolutions
Our Q2 real estate case study looks at how the site of a low-grade retail park in Leeds has been transformed into a thriving regeneration scheme that now boasts some of the most sustainable buildings in the UK.
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White papersPutting the ‘investment’ in investment grade credit
Investment grade bonds have historically provided a resilient and reliable option during volatile and uncertain market conditions. After last year’s sweeping sell-off, the global investment grade universe now offers an array of opportunities in quality issuers, allowing for effective diversification and the potential for attractive returns.
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White papersWhat gives, corporate hybrids?
Recent underperformance is a response to idiosyncratic newsflow and shouldn’t be seen as a reflection on the broader asset class, says Credit Portfolio Manager Mark Dove.
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White papersStubbornly high inflation sends bond yields higher
UK inflation fell by less than forecast in April, Wednesday’s data revealed, prompting expectations of further interest rate hikes, and pushing bond yields to their highest levels since October.
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White papersThe US Fed and the cost of the Hong Kong dollar peg
Once again, Hong Kong has been feeling the liquidity pinch from sustaining the Hong Kong dollar (HKD) peg on the back of rising US interest rates. Capital outflows have forced up the Hong Kong Interbank Offered Rate (HIBOR) and put a squeeze on the Hong Kong stock market. The good news is that when the US interest rate cycle starts to ease, this liquidity squeeze should fade.
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White papersStock market outlook: Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness.
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White papersConflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.
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White papersResidential and datacentres – European investment grade credit
In a recent update we focused on challenges facing Europe’s real estate sector, but highlighted that by focusing on fundamentals within specific sub-sectors and related businesses we can identify select credit opportunities.
