All White papers articles – Page 62
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White papers
2023 Nuveen Natural Capital Sustainability Report
Nuveen Natural Capital is on a sustainability journey that began more than a decade ago. Our 2023 Sustainability Report describes the many achievements along the way, as well as our current work and objectives.
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White papers
Life sciences real estate: High demand, low supply
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, recently spoke with Olivia Drew, Portfolio Manager – UK Life Sciences
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White papers
Fixed Income Views: Soft landing? Central banks trying to thread the needle
Franklin Templeton Fixed Income no longer projects a technical recession in the United States, and the trajectory of disinflation in both the United States and euro area will flatten—primarily due to wage pressures stemming from record low unemployment—and central banks are thus likely to keep rates higher for longer. Fixed Income Views presents the team’s fourth-quarter 2023 outlook.
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White papers
Considering potential opportunities in Significant Risk Transfer
A Significant Risk Transfer (SRT) transaction is a first or second loss protection purchased by a bank on a diversified pool of core lending assets, for example, loans to large corporations, as well as SMEs. Although the origins of the SRT market date back to the 1990s, it has only existed as recognised today since the introduction of Basel II in 2007. Here, we explore why now could be a good moment for patient investors to consider SRT transactions, and why this potentially compelling opportunity could be short-lived given where we are in the economic cycle.
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White papers
Investing in climate change: Private markets key to real impact
Finding the investment opportunities that can most meaningfully contribute to the fight against climate change means understanding the vital role of private markets.
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White papers
ISA Focus: The value of green
The transition to a lower-carbon built environment is reshaping the definition of quality real estate. We can point to numerous anecdotal examples of green building features driving higher rents and values, as well as better overall performance. However, showing this rigorously and quantitively is challenging.
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White papers
Walking the political tightrope in the energy transition
Decarbonisation. Net zero. Sustainability. When it comes to talking the talk, governments and organisations are very good at saying the right thing. Delivering on promises – or walking the walk – is the true litmus test though.
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White papers
Real Estate House View - United Kingdom, Second half-year 2023
The latest CFO Survey by Deloitte reports early signs that the labour market is beginning to cool.
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White papers
Real Estate House View - Europe, Second half-year 2023
What does it take to reach a new equilibrium?
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White papers
Real Estate House View - Switzerland, Second half-year 2023
With the rate hike cycle winding down, an end to rising real estate yields is also in sight.
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White papers
Global Investment Views - September 2023
”The current asymmetric risk/return profile doesn’t call for increasing risks. Instead, investors should stay balanced and search for signals regarding confirmation of the economic direction.”
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White papers
ESG Thema #13 - Time for action: Unlocking climate finance in Africa
This paper is co-written with the African Development Bank.
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White papers
Emerging Markets Insights: From BRICS to BRICS+
BRICS expansion: The BRICS summit in South Africa in August announced the expansion of the group to include potentially six new members in early 2024.
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White papers
Navigating by Flashes of Lightning
Central banks may be reluctant to hike further, but as long as they tie themselves to incoming data their hands may be forced.
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White papers
Can You Hear Me Now?
Read more on how the satellite industry has the opportunity to support over five billion cell phones worldwide, enabling text and voice capabilities without the need for cellular networks.
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White papers
Integrating Climate Risk Into an Insurer’s Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
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White papers
Is the U.S. Economy Meaningfully Reaccelerating?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papers
CIO views: ideas for ‘back-to-school’ returns
As Q3 progresses and many children return to classrooms after the holidays, our CIOs present their ‘back-to-school’ investment outlooks. Even as long-term investment trends continue to play out – the environmental transition, higher-for-longer interest rates, a greater cost of capital and demographic change – there is client demand for performance in the shorter term. What tactical exposures can investors implement to improve returns in the next six months?
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White papers
Local currency EMD – Why it might be time to reconsider an active allocation
An allocation to emerging market debt (EMD) can offer investors a range of potential benefits in the context of their broader portfolios – not least its low correlation with other sub-asset classes of fixed income. The growth dynamics and strengthening economic fundamentals of many emerging market (EM) countries are attractive to investors seeking growth, income and diversification.
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White papers
Beyond renewables: What’s next in greenhouse gas reduction?
In recent years, energy transition has become one of the most important investment themes across asset classes. Under the broad spectrum of energy transition investments, technologies such as wind turbines, solar panels and energy storage tend to attract the most attention, yet those are only a small piece of the decarbonization puzzle.