All White papers articles – Page 260
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White papers
International Small Caps: Quality Plus Quantity
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
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White papers
Shaping the Future of Healthcare
As the world saw the coronavirus vaccines get developed and administered within a year of the first confirmed case, many may be wondering how the healthcare sector at large was able to achieve such an incredible feat. Are we seeing this level of innovation in other areas of healthcare today? And will it be sustainable going forward?
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White papers
United Europe: From discord to harmony?
Global politics are in flux as policymakers scramble to manage the pandemic and revive economies. Can Europe come together and carve a place for itself on the international stage, or will it end up a passive player buffeted by greater forces?
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White papers
Telehealth and the future of healthcare real estate
The awareness and utilization of telehealth accelerated throughout the COVID-19 pandemic as patients opted to interact with healthcare providers from the safety of their homes rather than in what was often perceived as ‘virus-ridden’ healthcare facilities.
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White papers
Telehealth and the future of healthcare real estate
The pandemic has undeniably accelerated technology’s role in the delivery of healthcare.
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White papers
Equity factor investing: Putting performance into perspective
What drives the performance of equity multifactor funds? While the value, quality, low risk and momentum factor styles have outperformed over the long term, there have been periods of underperformance. These include the tech bubble of the late 1990s, the Great Financial Crisis of 2008, and now the COVID-19 crisis. Value factor underperformance explains this latest drawdown.
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White papers
Hot wheels: Cars, climate change and the great EV disconnect
With traditional carmakers under intense pressure to cut emissions in the fight against climate change, investors are putting their money behind pure play electric vehicle producers. Alessandro Rovelli digs into the numbers to assess whether this trend is sustainable.
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White papers
How Shopping—and Investing—Might Be Enabling Modern Slavery
It may seem shocking, but a simple trip to the local store to pick up fresh produce or clothing could enable human exploitation. For investors, those same connections can exist within their portfolios—and it takes more than a passive effort to root them out.
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White papers
Key investment decisions in a multi-factor equity framework
When it comes to building an efficient and consistent multi-factor equity strategy, investors need to decide which factors to use and how to diversify their exposure. This determines the long-term risk-adjusted performance of the strategy.
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White papers
The Best Way to Get a Car Out of a Ditch
And how investors should judge the next round of government spending.
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White papers
Rare earth metals – How to limit the impact of the clean energy transition?
With demand for rare earth metals set to skyrocket to support new energy technologies, how can the world transition to sustainable energy sustainably?
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White papers
Why The Future Still Means Fossil Fuels, For Now
Natural gas is likely to play a major role in the US transition to cleaner energy.
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White papers
Finding the Right Sovereign ESG Indicators: A Greek Tragedy?
On our mini odyssey through the vast seas of sovereign ESG indicators, we sought to identify data and scores from reliable third parties—which would not only provide benchmarking criteria between countries, but also serve as an effective screening tool to identify outliers.
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White papers
Cautious Optimism or Cold Realism?
Signs show divergence between China’s supply and demand recovery. The first full week of the new U.S. administration will give more clarity on what can feasibly be expected to pass this term. Meanwhile, Italian politics raises questions over the EU recovery fund.
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White papers
European Fixed Income In 2021: Focused On Recovery, And Politics
There are reasons to be optimistic the picture will look brighter for Europe by year-end.
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White papers
Westchester Global Thoughts: Winter 2020
The unprecedented COVID-19 crisis has only made the pressure for changes in food systems more urgent.
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White papers
Investing for impact in private debt to combat climate change
Impact investment strategies will have an important role to play if the green credentials of the world’s stock of real estate is to be transformed, argue Gregor Bamert and Stanley Kwong.
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White papers
Impact investing: How private and listed markets offer choice for investors seeking positive change
Impact investing is helping investors tap into key financial markets megatrends while addressing some of our most important sustainability challenges.
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White papers
Real Estate Sector Report – January 2021
Our new bi-annual sector report featuring insights from investment professionals across all four real estate quadrants, providing current conditions and outlooks for all of the core real estate sectors, as well as emerging sectors such as data centers and life sciences.
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White papers
The path for oil and gas after COVID-19
Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?