All White papers articles – Page 42
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White papersUnderstanding asset-backed securities (ABS)
What are ABS and what do they bring to a global short duration strategy?
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White papersThe 3 reasons we still feel good about tech
Tech may have had a slow start to the year but we still believe in the sector.
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White papersThe Hang Seng surge
While global investors remain cautious, there are signs that a once-unloved allocation call could re-enter the mainstream.
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White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – May 2025
Risk assets generally performed positively in May due to a pause in tariff implementation that went into effect for most countries. Corpo-rate earnings season was also supportive along with generally favorable economic data. While some believed an economic slowdown was still the base case, the probability of recession was somewhat diminished.
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White papersShort duration: the advantages of a global remit
A wider range of opportunities can be unlocked via an approach encompassing multiple time zones and currencies, maximising potential overall returns.
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White papersTariff resilience: What makes some companies stand strong?
As the 90-day pause on country-specific tariffs ends in July 2025, a strategic focus on which companies are built for resilience could be more constructive than succumbing to short-term anxieties.
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White papersGlobal SMID Equity Engagement case study: AptarGroup
AptarGroup is a US-based manufacturer of consumer dispensing packaging and drug delivery devices. The group has manufacturing operations in 18 countries.
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White papersThe flight from the dollar
Will capital continue its slow yet steady flight from the US?
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White papersJune jobs report: Tighter immigration policy complicating the outlook
June’s U.S. jobs report showed stronger-than-expected gains, but a shrinking labor force—driven in part by tighter immigration policies—is complicating the broader economic outlook. This dynamic could challenge the Fed’s policy path moving forward.
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White papersA market guide to deregulation
Deregulation is emerging as a potential counterbalance to rising trade barriers and political uncertainty in the U.S., with pro-growth policies expected to support economic momentum. Sectors like energy, industrials, financials, and small caps—most sensitive to regulatory changes—stand to benefit the most.
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White papersEuropean Real Estate: So, We Survived Til ’25?
Global geopolitical uncertainty has postponed the hoped-for European real estate recovery this year. However, while macro risk is high, property market risk is low—and the pause in recovery arguably extends the opportunity to invest near the start of a new property cycle.
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White papersPrivate Credit Outlook: Five Lessons Learned
Some say private credit hasn’t been tested. We disagree…and stress can sharpen the senses.
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White papersPerspectives Emerging Markets
Perspectives Emerging Markets offers quarterly updates from our research team, providing in-depth analysis of economic developments, market trends, and investment opportunities in emerging economies.
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White papersThe quiet evolution of ‘green’ bonds in global portfolios
The green bonds market is maturing as an asset class and with this maturity, it is beginning to enjoy global relevance. With €448 billion in issuance last year, Europe is still the engine, however what is important to note is that once issuers enter the green bond market, they tend to come back. For this reason, we expect many of those bonds issued in 2024 to roll-over.
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White papersThe 800-Volt Gorilla Inside AI Data Centers
Innovators are rolling out more efficient power-management solutions to meet explosive demand for artificial intelligence applications.
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White papersElectric Vehicle transition: poised to move through the gears
Early market optimism on the electric vehicle (EV) transition has faded over the last two years as growth rates in Europe and the US have stalled. Today we can see a three-speed global EV market: China is surging ahead, Europe is showing renewed momentum, and the US is stuck in the slow lane.
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White papersKeep calm and carry on? The ISA Outlook 2025, six months in
In a recent conversation, Dominic Silman and Brian Klinksiek revisited LaSalle’s ISA Outlook themes amid 2025’s rapidly developing and unpredictable geopolitical and macroeconomic climate.
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White papersQ&A with Global CEO Mark Gabbay
Real estate: The world’s simplest, most complicated asset class
