All White papers articles – Page 54
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White papers
The tech underpinning ESG: estatements magazine 2, 2023
estatements is PATRIZIA’s thought leadership magazine, which is published twice a year. The theme of our latest edition is ‘the tech underpinning ESG’.
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White papers
Nuclear energy: still dividing opinions
Seventy-eight years after the detonation of the first atomic bomb, nuclear technology continues to divide opinion. Proponents herald its ability to deliver clean and reliable energy. Critics argue it is simply not worth the risk.
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White papers
Listed infrastructure: Electrification drives opportunities for listed infrastructure companies
Electrification is at the core of the global energy transition. Electricity is likely to see the fastest demand growth of any major energy source in the coming decades.
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White papers
Quarterly fixed income perspectives 4Q 2023: Recession takeoff delayed but not canceled
While the timing of a recession remains uncertain, unique opportunities exist for fixed income investors as we head into the final quarter of 2023.
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White papers
Private assets views Q4 2023: selectivity is key
The latest update from our private assets business highlights new investment opportunities arising from global themes of decarbonisation, increasing deglobalisation trends, evolving demographics, and the AI revolution.
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White papers
How ESG monitoring can enhance sovereign bond investing
Fundamental research has always been at the heart of our investment approach, The Capital SystemTM. We believe that analysing material environmental, social and governance (ESG) issues can help us better understand long-term risks and opportunities.
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White papers
Future green investments: Emerging energy transition infrastructure beyond renewables
Renewable energy has been one of the most popular target sectors for infrastructure investors in recent years. With the rising maturity of renewables, returns of traditional projects such as wind and solar have compressed significantly, typically offering single digit Internal Rate of Returns (IRR).
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White papers
Building new food systems with GM crops
Modern agricultural biotechnology is harnessing ecological and biological science to improve food security in the face of population pressures and climate change. Genetically modified (GM) crops are a key innovation poised to drive the next green revolution in food production, in our view.
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White papers
Central banks’ endgame: a new policy paradigm
”Investors will need to adjust to a paradigm shift away from the accommodative policy stance that has supported financial asset prices, to an environment that should make bonds more attractive while increasing the risk-adjusted required returns for other major asset classes.”
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White papers
UN PRI DEI action areas for investors: Reverse mentoring to shape an inclusive corporate culture
Each journey begins with a single step – a sentiment attributed to Chinese philosopher, Lao Tzu. Anyone tasked with executing change management at an organisation should regularly bear this in mind. Whilst benchmarking against your targets is essential, it’s important to recognise where you’ve come from and celebrate the small victories along the way.
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White papers
PATRIZIA enters the ultrafast EV charging sector with over EUR 140 million transaction into German rollout programme
PATRIZIA has entered into a binding agreement for an EV charging rollout programme in Germany through its European Infrastructure Fund series
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White papers
Will infrastructure deliver for investors?
From inflation hedging and yield to impact goals and climate risk mitigation, investors’ expectations for infrastructure are high.
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White papers
Sovereign Fixed Income: An update on our ESG scores
In their latest publication, Templeton Global Macro takes a closer look into renewable energy and the impact of advances in this space, especially for emerging market countries.
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White papers
The workplace of the future: Next-level offices
Office markets continue to undergo a structural shift, shaped by new working dynamics and occupiers’ focus on high standard buildings, alongside increasing regulation around energy performance.
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White papers
Are markets pricing in manufacturing’s comeback?
A significant number of surveys are pointing to a recovery in manufacturing. This is usually the most cyclical sector of an economy, and many economists choose to dissect it to interpret the economic cycle. In this weekly edition of Simply put, we ask whether this recovery can generate an upturn in corporate earnings.
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White papers
Case study: Pro-invest Group – NABERS for Hotels
With a portfolio-wide target of 5-star NABERS Energy and Water ratings, Pro-invest Group shows how sustainable hotels can deliver a host of rewards: lower costs, greater access to finance, higher guest satisfaction and futureproofed assets among them.
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White papers
Biodiversity Equity, Annual report 2022-3
Our annual report looks at the battle against deforestation. Despite the scale of destruction to key global forestry regions, there is a developing consensus that collective action from multiple stakeholders can halt, or even reverse, the ecological damage.
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White papers
Tighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
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White papers
Fixed Income Investment Outlook 4Q 2023: Staying Airborne
Tight monetary policy is slowing growth, but we see room to avoid a hard landing in the U.S. while Europe and China remain key risks on a global basis. In a higher-for-longer rate environment, shorter maturities offer opportunity, with potential for modest duration extension in the two- to seven-year range. Within credit, we favor enhancing quality and are finding particular value in securitized markets.
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White papers
Holy Grail of Smartphone: Apple of my AI (Eye)?
Read more on how the smartphone industry could be revolutionized by Apple’s new product launch.