All White papers articles – Page 216
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White papers
The net zero carbon decision
Is a net zero carbon target right for institutional portfolios? If it is, what steps do investors need to take to put them on the path to net zero?
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White papers
Evergrande: caught in the crossfire between China’s past and future
Evergrande stands in the crosshairs of China’s demographic shift, its urbanisation and property boom, and the end of its decade-long economic growth spurt, writes Robin Usson, CFA, Credit Analyst
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White papers
Coalition Politics: Compromise is Key to Funding Germany’s Future
A three-party coalition could soon govern Germany for the first time in the country’s history following recent elections. Matthias Hoppe, senior vice president and portfolio manager, Franklin Templeton Investment Solutions, believes uncertainty caused by coalition talks is likely to increase volatility in Europe’s financial markets, but changing a conservative attitude to public spending is the real challenge for a new government as Germany wrestles with the reality of increasing macro-economic imbalances and a stated aim to achieve carbon neutrality by 2045.
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White papers
What links climate change, biodiversity loss and gender?
An effective response to the twin problems of climate change and biodiversity loss must also be grounded in improving gender equality.
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White papers
Europe: reasons for optimism…and caution
In this paper, investment director Martyn Hole explains why the backdrop for Europe is increasingly positive, but that there are risks that warrant caution.
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White papers
10 trends that will define the future of emerging market investing
In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years.
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White papers
Green revolution re-energises utility stocks
Investment analyst Bobby Chada explains why he thinks green power is still a smart long-term investment.
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White papers
Quick Thoughts: Digital Trends Impacting Investors And Advisors
Recently, our Chief Market Strategist, Stephen Dover, hosted a roundtable discussing trends at the intersection of innovation and goals-based investing. Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry.
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White papers
A mountain to climb? The European Green Deal and alternative real estate investment
In the summer of 2021, Europe experienced a series of extreme-weather emergencies bringing the reality of climate risk to the continent’s doorstep.
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White papers
Integrating impact into financial analysis
Few investors realise that traditional portfolio 10.75% construction tools can be adapted to include social and environmental goals.
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White papers
Middle-Market Opportunities in 2021
The infrastructure asset class continues to attract strong interest from investors
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White papers
Office of the future is iconic, sustainable and well-connected
Working from home became widespread during the Covid-19 pandemic, but according to Bas Jochims, Director Dutch Office & Hotel Investments at Bouwinvest Real Estate Investors there will always be a need for offices that offer distinctive social meeting places with excellent credentials in terms of their sustainability, quality and location.
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White papers
What does China’s regulatory crackdown mean for EM corporate debt?
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education.
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White papers
Beyond the noise: Why long-term capital will capitalise on China’s future
Global investors must avoid allowing any short- term misperceptions about recent Chinese regulatory reforms to derail their big-picture perspective of the vast opportunity set in the world’s second-largest economy.
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White papers
Global Emerging Markets: Through the ESG Lens
As active investors it is inconceivable for us to approach investment decisions without considering environmental social and governance (ESG) factors. The rationale for conducting ESG analysis in emerging markets is exactly the same as for developed markets. We look for businesses that show an awareness of material issues and a commitment to sustainability best practice. As stewards of our clients’ capital, we believe engagement and voting are key to ensuring that company management remain aligned with the long-term interests of shareholders.
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White papers
ESG Integration in Private Credit: An Asset Level Approach
As the private credit investment landscape continues to evolve, there is no doubt that environmental, social, and governance (“ESG”) initiatives will continue to grow in prominence. To be successful in the near future, investment managers will need to establish repeatable and scalable investment processes with integrated ESG principles that can identify and support companies with sound ESG fundamentals.
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White papers
China’s New Strategy in Its Pan-Asian Context
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
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White papers
From climate change to climate transition
How looking beyond green credentials could accelerate a lower-carbon world.
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White papers
From corporate reform to system reform
How investors can reform markets and help combat climate change.
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White papers
From real-world problems to real-asset solutions
How real-asset investors must decarbonise to future-proof portfolios.