All White papers articles – Page 5

  • Monthly Market Viewpoint – Not so exceptional after all
    White papers

    Monthly Market Viewpoint – Not so exceptional after all

    2025-03-12T15:34:00Z By BNP Paribas Asset Management

    Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7 unwind’ rather than tariffs. Lately, it has been self-reinforced panic selling, which we expect will be reversed. We remain optimistic on the medium-term outlook. 

  • February CPI report- Not yet in the clear
    White papers

    February CPI report: Not yet in the clear

    2025-03-12T12:00:00Z By Principal Asset Management

    The February CPI print was lower than expected, with the monthly increase in both headline and core CPI the smallest since late 2024, bringing annual numbers down to 2.8% and 3.1%, respectively. The inflation report will likely deliver a temporary reprieve for markets that have been recently focused on increased stagflation risks. 

  • Navigating real estate cycles
    White papers

    Navigating real estate cycles

    2025-03-12T10:11:00Z By UBS Asset Management Europe - Real Estate

    IREI article on leasing and interest rate cycles and how they may impact real estate opportunities

  • Navigating fixed income in 2025: Key trends and insights
    White papers

    Navigating fixed income in 2025: Key trends and insights

    2025-03-11T17:17:00Z By UBS Asset Management

    Fixed income presents a complex yet promising outlook for institutional investors. Martin Wiethüchter and Sandro Müller, Fixed Income Investment Specialist Group at UBS Asset Management, examine key developments and trends likely to shape the market in 2025 and beyond.

  • Principal Real Estate (North America)
    White papers

    Four ways to potentially enhance returns through leverage

    2025-03-11T17:11:00Z By Principal Real Estate (North America)

    Successfully utilizing leverage to enhance returns requires deep expertise. As a top-ten global real estate manager with $22 billion in real estate debt AUM and 60+ years of experience, Principal Real Estate knows how to make leverage work. With $124 billion in transactions over the past decade, we help optimize returns.

  • Introduction to Biodiversity Risk and Finance
    White papers

    Introduction to Biodiversity Risk and Finance

    2025-03-11T17:06:00Z By Amundi

    This report is part of the Handbook of Sustainable Finance (Roncalli, 2025). It provides the basics of biodiversity for students and professionals who want to understand this topic and the key challenges of biodiversity investing. The first three sections cover the definition of biodiversity, ecosystem functions and services, and threats to biodiversity. These correspond to material typically taught in conservation biology courses. The fourth section focuses on measuring biodiversity. Finally, the last two sections cover biodiversity governance and regulation, and biodiversity investment approaches. 

  • Tariffs and European news fuel volatility
    White papers

    Tariffs and European news fuel volatility

    2025-03-11T17:02:00Z By Amundi

    “Rising concerns for US growth amid high policy uncertainty have triggered a strong rotation outside of the US mega caps.”

  • Women and Investment
    White papers

    Women and Investment

    2025-03-10T17:05:00Z By Amundi

    Men and women differ in their investment decisions. In this article, we review the main differences in risk aversion, portfolio choices, venture capital investment, and socially responsible investing, as well as their causes: genetic and social factors, financial education, advice, etc. Gender differences raise important questions for public policy, particularly regarding women’s financial adequacy in retirement. Recent developments in Artificial Intelligence and the associated new financial services (fintechs and robo-advisors) can now offer promising tools to reduce inequalities.

  • Germany’s historic step to raise spending
    White papers

    Germany’s historic step to raise spending

    2025-03-10T14:36:00Z By Amundi

    “A realisation in Europe on the need to spend more on defence and infrastructure has created a positive sentiment, leading to the recent upside in the markets.”

  • North American energy infrastructure- stocks for uncertain times
    White papers

    North American energy infrastructure: stocks for uncertain times

    2025-03-10T12:37:00Z By Premier Miton Investors

    Jim Wright, Premier Miton Global Infrastructure Income Fund Manager, considers the advantages of visible growth pipelines and the three huge themes driving them.

  • Global Living Reimagined
    White papers

    Global Living Reimagined

    2025-03-10T12:07:00Z By Hines (Real Estate - Homepage)

    The current housing supply shortage and affordability crisis is very real—and it’s also global. By Hines’ estimates, the global housing market across a group of key developed economies that Hines Research analyzes tells us that we need a net 6.5 million housing units to meet current demand. This lack of supply has caused a global affordability crisis, putting many major markets out of reach for potential homebuyers. One important and potentially unexpected outcome has been a pronounced global proclivity to rent: Over 80% of households in the developed economies we analyzed were in country markets showing clear momentum for renting over buying.

  • ab_inflationpaper_1600x760
    White papers

    A Higher Inflation Future and the Need for Real Assets

    2025-03-10T10:34:00Z By AllianceBernstein

    The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.

  • German fiscal expansion – Whatever it takes!
    White papers

    German fiscal expansion – Whatever it takes!

    2025-03-07T15:29:00Z By BNP Paribas Asset Management

    On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme to boost defence spending and overhaul German infrastructure. By employing, in English, the phrase “whatever-it-takes”, Merz made sure there was no doubt about the scale of his intentions.  

  • Climate-Related Financial Stress-Testing and Scenarios Valuation
    White papers

    Climate-Related Financial Stress-Testing and Scenarios Valuation

    2025-03-07T14:34:00Z By Amundi

    We apply transition scenarios from the global multi-region multi-sector energy-economic MIT EPPA model to assess a large sample of issuers at the company level. We model the evolution of revenues and earnings for companies in the MSCI World Index under several scenarios of global emission mitigation (1.5°C, below 2°C, below 2°C delayed, and 1.5°C with limited availability of carbon dioxide removal technologies), comparing these to current trends. We analyze direct emission mitigation costs, indirect costs from the supply chain, capital expenditures, and cash flow trajectories, and their influence on other economic variables. 

  • Locked ‘n’ loaded and ready to fire- first take on China’s National People’s Congress (NPC)
    White papers

    Locked ‘n’ loaded and ready to fire: first take on China’s National People’s Congress (NPC)

    2025-03-07T14:32:00Z By Amundi

    Premier Li Qiang kicked off the annual meetings of the National People’s Congress (NPC) with the government’s Work Report, marking the nation’s biggest political event of the year. Besides a busy calendar of political decision-making, the NPC is also closely watched by markets as Beijing sets the course for the economy and macro policies for the remainder of 2025. 

  • February jobs report- A sanguine number… for now
    White papers

    February jobs report: A sanguine number… for now

    2025-03-07T12:19:00Z By Principal Asset Management

    The February jobs report showed a 151,000-worker increase in payrolls, broadly in line with consensus expectations, defying fears of significant cracks in the labor market. Yet, while the worst fears were not met, the report did confirm that the labor market is cooling. Furthermore, with no shortage of headwinds confronting the U.S. economy, including federal government layoffs, public spending cuts, and tariff uncertainty-related inertia, the softening trend will likely persist and potentially deepen in the coming months.

  • Trade tensions- Navigating market risks
    White papers

    Trade tensions: Navigating market risks

    2025-03-07T12:13:00Z By Principal Asset Management

    Escalating trade tensions are injecting fresh volatility into markets. The U.S. trade deficit, which remains sizable with key partners like China, Mexico, and Europe, underscores the stakes in ongoing trade disputes. However, while tariffs could increase costs and disrupt supply chains, history suggests that markets adapt over time. A well-diversified portfolio remains the best defense against short-term uncertainty. 

  • Forget the Magnificent 7- Meet China’s Terrific 10
    White papers

    Forget the Magnificent 7: Meet China’s Terrific 10

    2025-03-06T17:16:00Z By Neuberger Berman

    China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.

  • Local-Currency Frontier Bonds- EMD’s New Horizon
    White papers

    Local-Currency Frontier Bonds: EMD’s New Horizon

    2025-03-06T17:14:00Z By Neuberger Berman

    High yields, surprisingly low volatility and strong diversification benefits are attracting investor interest.

  • Germany’s Game-Changing Election
    White papers

    Germany’s Game-Changing Election

    2025-03-06T17:12:00Z By Neuberger Berman

    The country’s politics are getting a boost of uncharacteristic urgency from coming Chancellor Friedrich Merz, with even the constitutional “debt brake” up for grabs.