All White papers articles – Page 192
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White papersCross Asset Investment Strategy - May 2023
Topic of the Month: Our key takeaways from IMF’s Spring meetings
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White papersWhen policy meets action: Seismic changes in the plastic recycling market
With many companies trailing their targets for reducing new plastic use, governments are implementing more ambitious targets for the use of recycled plastic content as the plastic packaging market continues to grow. Pyrolysis, a form of chemical recycling, could offer an innovative solution for dealing with hard-to-process mixed plastic waste.
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White papersEuropean Real Estate: Structural Reprice, But Secular Trends Endure
Barring capital market events and refinancing risks, the opportunity to invest at or near the bottom of the European property cycle appears close. The Barings Real Estate team discusses.
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White papers*Setting out our progress towards a sustainable transition*
Our 2022 Sustainability Report highlights our key achievements. These include our continued focus on integrating environmental, social and governance (ESG) factors into our fund offering, updated documentation with new sustainability indicators, and our commitment to support investing aligned with achieving net zero emissions by 2050.
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White papersMacroeconomics, Geopolitics, and Strategy - May 2023
Will real bond yields come back down?
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White papersOur key takeaways from IMF’s Spring meetings
Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while we are more optimistic on China. This supports a cautious stance and a search for opportunities across the emerging world, starting with China.
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White papersThe Role of Private Assets in Strategic Asset Allocation: a Macro Perspective
The appropriate weight of private assets in portfolios is arguably the key question for strategic asset allocation today. These investments were the fastest-growing share of many portfolios for the past decade: Will the abrupt change in investment regime and greater need for liquidity halt that increase?
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White papersStress in US regional banks continues, while the Fed moves towards a pause
The recent banking stress has been a real test of capital and liquidity regulations enacted after the 2008 crisis.
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White papersHow regulatory momentum is helping drive biodiversity-aware investment
Investments that take account of environmental, social and governance (ESG) factors have always gone hand-in-hand with public policy. As investors become increasingly aware of the potential financial effects of climate change, so too regulators begin to impose demands that echo the concerns and may harden those financial effects on asset prices.
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White papersSchroders Global Real Estate Lens May 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 papersUnderstanding China’s local government debt risk
Recent media reports on China’s debt-ridden Guizhou province pleading for Beijing to bail it out have raised market concerns about billions of dollars in local government debt which has been seen as ‘the canary in the coalmine’. The issue with impoverished Guizhou’s sizeable debt burden is illustrative of problems at China’s local government financing vehicles (LGFVs).
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White papersInfrastructure debt: An essential ingredient
With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation can support their investment strategy.
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White papersLike 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
ChatGPT is generating excitement about the power of artificial intelligence (AI) to reshape business. For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
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White papersA buyer’s market: Roundtable with Jochen Mende and other industry experts on secondaries with Private Equity International
The secondaries industry exists to provide liquidity to an illiquid market. In the current period of high macroeconomic volatility, therefore, demand for secondaries’ solutions should be through the roof. To a certain extent, this is true.
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White papersSchroders Global Real Estate Lens May 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 Opportunity Cost of Waiting for Goldilocks
Waiting for a “Goldilocks moment” to add duration back into your portfolio can be costly and difficult to execute. Find out why allocating across duration exposures, or “riding the curve,” may offer a better approach.
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White papersDebt’s defence against volatility
The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s CEO Philippe Benaroya
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White papersA paradigm shift for European debt
Private debt funds are filling the gap left by bank retrenchment, says Sandrine Richard, Head of private debt at Generali Investments Partners
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White papersKeynote Interview: The renewables path is clear
In an article originally published by Infrastructure Investor magazine, Matt Ridley, partner at Schroders Greencoat, says the right time for renewables is now, with the required investment in renewable energy and associated infrastructure representing a multi-trillion dollar opportunity globally.
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White papersMarket update first quarter 2023
Despite a slowdown in economic growth due to last year’s inflation shock, the Dutch economy has shown itself adaptable and resilient.
