All White papers articles – Page 223
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White papersCOVID’s dirty plastic secret
As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.
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White papersThe complexity premium in real estate debt
The withdrawal of banks from property debt markets has sharpened the appeal for investors, who can benefit from both an illiquidity premium and the less widely understood “complexity premium”.
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White papersWhat are the risks in high yield real estate debt?
The high returns of high yield real estate debt are attracting more and more investors. For investors less familiar with the asset class, we explain the key risks and how to manage them.
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White papersUneven Recovery Broadens and Gains Pace
The surge in economic activity is flowing through to the U.S. property markets, albeit unevenly and with its usual lag. The Barings Real Estate team weighs in.
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White papersESG in Smaller Companies: An Overlooked Opportunity?
When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.
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White papersIs Real Estate An Effective Inflation Hedge?
Long-term sector structural trends in demographics, technological change and ESG are key to long-term income growth—and therefore capital flows and pricing. The Barings Real Estate team weighs in.
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White papersThe More Things Change, the More They Stay the Same
Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.
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White papersAsset Class Return Forecasts - Q3 - 2021
The first half of 2021 has been witness to exceptional growth in demand fueled in large part fiscal stimulus and waning Covid-related restrictions. Latest data release indicates the major economies may be at the onset of high-water mark of economic acceleration and the growth will slow down worldwide. Uncertainties of future cash infusions paired with ebb and flow from Covid re-openings are likely to be further headwinds to further short-term demand acceleration.
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White papersEngaging with the animal health sector to prevent the next public health crisis
Dr Emma Berntman sets outs the gravity of AMR risk, why a multistakeholder approach is crucial and the findings from the FAIRR initiative’s latest report we have contributed to.
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White papersPrivate Debt, Capital Solutions and the Early-Cycle/Later-Cycle Paradox
Early-cycle growth prospects should incentivize investment, but later-cycle valuations can give pause: Private debt and capital solutions could resolve the paradox.
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White papersETF The Certainty of Change: Evolution of Investor Access to China
A look at recent regulatory developments in China within the lens of exchange-traded funds (ETFs).
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White papersDurable, Sustainable, Adaptable: Identifying Potential “Transition Winners”
In the modern economy, we believe the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.
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White papersHeightened Regulatory Scrutiny In China: What Investors Need To Know
Our Emerging Markets Equity team examines regulatory changes in China.
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White papersUS Housing: Boom Or Bust Or Somewhere In Between?
Following the pandemic, housing demand has been robust due to steady household formation and elevated homeownership levels.
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White papersThe geometry of net zero: an accounting conundrum waiting to happen
Emissions accounting is often used as a tool to measure progress on the route to net zero, but such methods can be inconsistent, inaccurate and imply that climate change can be reduced to a book-balancing process. As the investment opportunities surrounding climate change proliferate, it is existentially vital that investors defer to the science.
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White papersNew survey confirms shift to thematic investing
A new survey conducted by Greenwich Associates and sponsored by BNP Paribas Asset Management confirms the strength of the shift to thematic investing. Both institutional and wholesale investors expect a thematic focus in their investments to improve the long-term performance.
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White papersReconciling the Data and the Markets
Inflation is up, Treasury yields are down, and the recovery trade is on the ropes—we believe it’s all more evidence of a fiercely debating, two-way market.
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White papersDelta Blues
The Delta variant of the coronavirus is rattling markets and poses real risks, but we should not be distracted from the successful impact of vaccinations.
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White papersWhat you need to know about lithium
Lithium is now widely accepted as a key metal in the transition to electric vehicles (EVs) on our way to a net-zero economy, as exemplified by US Geological Survey’s (USGS) classification of lithium as a ‘critical mineral resource’. In this article, we discuss why it is so important to the EV story, and explain why not all lithium is created equally from an environmental perspective.
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White papersESG Thema #1 - Introduction to Net Zero
Since last year, there has been a tremendous acceleration of net zero commitments, showing that despite the Covid crisis, the climate change mitigation goals set in the Paris Agreement remain firmly on the agenda.
