All White papers articles – Page 56
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White papersCredit Roundtable: What Comes Next for Corporate Credit?
Do liquidity walls pose a danger to credit markets? While both investment grade and high yield defaults have remained mild, are these numbers expected to stay low? Katie Klingensmith, Bill Zox and Andrew Bogle (Brandywine Global) discuss the outlook for corporate credit.
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White papersHow are style and inflation risks influencing ESG investors?
Soaring inflation and sharp shifts in equity market leadership have taken their toll on investors over the past 18 months or so. But how are these market events playing out in the ESG arena?
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White papersA bond market bruising: market snapshot
The yield on global government bonds reached multi-decade highs this week, as markets adjust to a sustained period of higher interest rates.
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White papersThe Fast and The Fuel-Less
Under pressure to find sustainable and less expensive alternatives to internal combustion vehicles, the shift to electric vehicles has been gaining momentum.
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White papersA New Energy Investment Paradigm
Using today’s fossil-fuel profits to invest in the long-term growth and emissions reduction of clean and renewable power.
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White papersOpportunity in the Private Equity Liquidity Squeeze
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers
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White papersHigher for Longer, Longer the Stronger
We are leaning into quality as markets start to focus away from near-term tailwinds and onto medium-term headwinds.
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White papersMid-Life Opportunities
Sponsors are increasingly looking for co-investment partners to support growth ambitions in existing portfolio companies or to generate liquidity, say Neuberger Berman’s David Stonberg, David Morse and Joana Rocha Scaf
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White papersJapan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
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White papersBuilding Right, Right Now
A closer look at how Hazelview’s collaborative, future-forward approach to new rental construction is helping to address today’s housing supply crisis
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White papersSDG Engagement Equity Q3 2023 case study: LKQ
LKQ is a global distributor of vehicle products, including replacement parts, used in the repair and maintenance of vehicles.
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White papersEuropean Residential Markets 2023/2024
The current economic cycle marks a fundamental change after 15 years of growth driven by favourable low interest rates and an investment boom into real estate.
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White papersIs more monetary tightening really needed?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersIs This What a Soft Landing Looks Like?
The first half of 2023 was a whipsaw of economic and real estate data that turned from gloomy to bright and back again, seemingly by the day. As the fog lifts from this noisy backdrop, we believe the case for a soft landing has become more pronounced.
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White papersLabelled bonds: a silver lining from green debt
How has the labelled fixed-income market held up in view of macro events this year? We take a close look to pinpoint areas of strength. In particular, we highlight encouraging signs in the world of green debt, such as the number of repeat issuers among sovereigns.
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White papersSchroders Capital Investment Outlook: Real Estate H2 2023
In this, our second edition, investors will find local teams’ updated views and insights, as well as timely key data and trends, to illustrate the shape of the real estate market.
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White papersIndia: Liberalization and globalization model driving growth
India’s prime minister is embracing a liberalization and globalization model. While investors are aware of India’s ambitious targets for growth, exports and consumption, they may be less aware of the commitment to innovation and liberalization required to achieve these targets.
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White papersSDG Engagement High Yield Credit, H1 2023 Report
Achieving true sustainability in fixed income is no mean feat: it takes time, expertise, dedication and resources.
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White papersKeynote interview: Renewables lead the charge
Cost competitiveness, government support and societal need are driving long-term investment opportunities in green energy, says Schroders Greencoat’s Coen Weddepohl in an article originally published by Infrastructure Investor North America magazine.
