All White papers articles – Page 290
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White papersEvergrande: 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 papersWhat 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 papersEurope: 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 papers10 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 papersGreen 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 papersA 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 papersIntegrating 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 papersWhat 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 papersBeyond 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 papersChina’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 papersFrom real-world problems to real-asset solutions
How real-asset investors must decarbonise to future-proof portfolios.
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White papersGrowing Pains for EM Corporates Amid China’s Regulatory Crackdown
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
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White papersEmbracing change, optimising impact
Managing for impact is different from measuring impact. Discover practical insights into impact investing with Nuveen’s guide to integrating impact into financial analysis of alternative classes.
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White papersNet zero on the menu
In the third article in our EOS Insights series on the social and environmental impacts of the global food system, Joanne Beatty and Dr Emma Berntman look at dietary choices and plant-based menu options.
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White papersChina in the spotlight: what markets should look at
Over the past weeks, financial markets have been shaken by the Evergrande saga – China’s second-largest property developer – which is facing difficulties in servicing its huge debt pile (it needs to repay some $7.4bn of bonds maturing in 2022).
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White papersWill the Pandemic End Secular Stagnation?
The forces that drove rates, inflation, and growth lower for the last four decades remain as strong as ever, but there is hope for change.
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White papersCould Evergrande Become China’s Lehman Brothers? Probably Not.
Evergrande is the biggest property developer in the developing world. Its debt of RMB 570 billion (US$88 billion) makes it one of the most indebted companies globally.
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White papersReal Estate Outlook – Switzerland Edition 2H21
We expect economic recovery to progress in the coming quarters despite the resurgence of COVID-19 cases.
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White papersGerman election remains open, with an eye on the green transition
Almost certainly, either the SPD – if its recent surge in the polls is to be trusted – or the conservative CDU/CSU will come first in terms of votes and seats, unless the Greens manage an unexpected comeback. However, as has happened in previous elections, no party will secure a majority in the Bundestag by itself. Polls indicate that for the first time a three-party coalition will be required to form a majority government.
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White papersESG Thema #3 - How can investors contribute to Net Zero efforts?
While carbon emissions have been increasing slowly despite efforts to bring them down, “net zero” commitments, however, have skyrocketed. Setting climate objectives used to be the appanage of public actors, but no longer. Investors are increasingly on board and net zero alliances exist for all kinds of financial institutions: asset owners, banks, asset managers. On top of that, at the COP26 in Glasgow, a net zero alliance of alliances will be launched “the Glasgow Financial Alliance for Net Zero”.
