All White papers articles – Page 285
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White papersTransformation as a strategy
Investing sustainably is making the jump from niche to mainstream, but as it gains in popularity, it is also becoming far more complex. Whereas investors initially preferred to exclude problematic companies or even entire sectors, there has since been a shift in attitudes.
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White papersHow can the investment industry address the biodiversity crisis?
It’s never been more important for the financial sector, including the investment industry, to take steps to help safeguard the planet’s threatened biodiversity. ESG analyst at BNP Paribas Asset Management, Robert-Alexandre Poujade explores the areas in which investors can make a difference.
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White papersSeeking modern value on the Monopoly Board
Anyone who has ever won second prize in a beauty contest or gone straight to jail without passing go knows that the most valuable property in London is Mayfair. But is it really the best street to live on, asks chief editor Greg Langley?
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White papersJapan vs. Germany
Germany and Japan have something in common – both are ‘super-aged’ countries where a fifth of the population is 65 or older. The two nations rank first and second respectively as the nations with the oldest populations on the planet. Given that fertility rates are low (1.4 children per woman) and population growth is negative (-0.2%) in both countries, the situation is unlikely to change any time soon.
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White papersInvesting in future energy
Green hydrogen is hailed as an alternative to fossil fuels. A project starting in a small German village could be a vital proof point on the path to a hydrogen-based economy, reports Greg Langely.
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White papersThe next phase for private credit markets
The resilience and adaptability of the asset class during the ongoing pandemic has helped to cement private credit’s permanence in the minds of strategic asset allocators.
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White papersFixed Income Perspectives - October 2021
The global economy maintained its positive overall trajectory, though economic indicators grew more mixed. Returns across fixed income were mostly flat to negative for the quarter as an array of developments unsettled the stock market.
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White papersShoppers Jump-Start an Early Q4 Pickup
Stickier price pressures continue to stoke fears of U.S. inflation. Markets are currently pricing in rate hikes, which has led to increases in the short-end of the U.S. Treasury curve. The downward movement in the long-end suggests markets may be worried about a policy mistake.
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White papersCredit events in China (II): Will the property market come crumbling down?
In this second part of our special report, Chi Lo, Senior Market Strategist APAC, assesses whether recent credit events in China risk triggering a property market crash.
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White papersInvesting in consumer finance portfolios – an untapped opportunity
The emergence of a specialty finance sector in Europe in recent years has opened up an opportunity for investors to gain exposure to a large, mature and resilient asset class – consumer finance – offering myriad of potential benefits, including diversification and higher risk-adjusted returns.
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White papersBitcoin, A Cornerstone Digital Asset: Part 1
Several competitors have emerged to challenge Bitcoin and its blockchain over the past decade, but here’s why we believe the original digital asset is the only genuine digital asset.
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White papersLevelling up the UK: will real estate investors look outside London?
The UK government’s “levelling up” agenda needs institutional investors in real estate to look beyond London to succeed.
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White papersHigh Quality Issuers and Attractive Yields: The Case for Preferred and Capital Securities
The pandemic has significantly impacted global society. Many have lost their lives, while others are suffering with long-term health problems.
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White papersSpecific and accurate physical commodities price calculation via Cloud Distribution Solutions
How Grão Direto, a Brazilian startup, built a tool that calculates customized grain prices for sellers, warehouses and properties, using CME Smart Stream on Google Cloud Platform solution.
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White papersFX Futures: Why They Matter in Currency Overlay Management
A discussion with 7orca, the Germany-based specialist asset manager, and CME Group
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White papersLaying the Foundations: Understanding Current Real Estate Dynamics
From de-urbanization to e-commerce, three heads of our real estate teams debate key sector trends.
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White papersEvergrande and its spill-over effects: ongoing adjustments, but inflection point may be close
Despite Evergrande paid the coupon due on September 23, just one day before the 30-day grace period deadline, the company’s crisis is still unresolved. But it appears to be idiosyncratic and not systemic, as the market impact has been primarily on China’s HY bond index with limited spill-over into the broad EM HY space.
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White papersSustainability in Emerging Markets Debt
Ignoring sustainability in emerging markets debt is, for want of a better term, no longer sustainable.
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White papersPublic/Private Investing: Fixed Income at a Crossroads
As the line between public and private debt markets appears to blur, the ability to draw on the full suite of fixed income asset classes can help investors navigate a wide range of market environments—through complementary sources of risk and return prospects, enhanced diversification and improved return potential.
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White papersThe Risks Ahead That No One Fully Understands
The economy may return to more “normal” patterns next year, but it will also bring hazards we have never seen before.
