All White papers articles – Page 75
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White papers
It’s Time in the Market, Not Market Timing!
Although equity losses over short periods of time can paralyze decision-making, patience can be a virtue. Learn how patient equity investors have been consistently rewarded over time.
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White papers
Higher for Longer, or Are Central Banks Overdoing It?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions.
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Central Bank Watch: Not sufficiently restrictive just yet
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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White papers
Climate change and cities: Adapting real estate investment decisions
Some of the predicted impacts of climate change are now inevitable. 2020 was the hottest year globally, and the number and severity of extreme events has quadrupled since the 1980s.
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White papers
Hydrogen hype – which ambitions are realistic, and which are less so?
We believe hydrogen will play a vital role in some places, but that it may be overhyped in others.
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Financing the energy transition - Thought Leadership
Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit.
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White papers
Irish residential real estate – building better futures
The prospects for Irish residential real estate are compelling and underpinned by demand drivers, structural change and undersupply.
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White papers
Real assets, real impact
For investors to have a real impact on climate change requires tangible, achievable paths to net zero carbon emissions. Igneo Infrastructure Partners’ Sophie Durham explains how this can be achieved through engagement and collaboration with portfolio companies.
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White papers
Infrastructure remains resilient despite macro challenges
Will infrastructure remain resilient as monetary policy tightens, interest rates rise and the war in Ukraine stretches into its second year?
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The role of public-private partnerships in infrastructure
The need for infrastructure spending in the United States has been well documented and observable for some time.
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How focussing on long life infrastructure can help investors meet their goals
Infrastructure has long been known for producing solid, risk-adjusted yields over a significant timeframe.
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Opportunities lie beyond precarious path to growth
A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.
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White papers
ISA Briefing: The impact of residential mortgage resets
In recent editions of LaSalle Macro Quarterly (LMQ), many charts have highlighted interest rate rises. LaSalle has especially focused on the repricing of income-producing real estate that rate rises have triggered in much of the globe.
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White papers
US vs European credit: which is more attractive?
Value had a decent 2022 while growth lagged across equity markets. This continued until March 2023, but that trend has recently been reversing. This trade-off is often associated with the relative performance of US and European stocks: US is quality growth and Europe is value, so to speak. In this weekly edition of Simply put, we ask: does the same dynamic apply in credit markets?
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White papers
Fixed Income Investment Outlook: 3Q 2023
Central banks are finding it hard to finish the long journey toward inflation normalization, but we believe that policy rates are likely at or near their peaks—and could be maintained at elevated levels for some time. In an environment of slowing growth, restrictive monetary policy and rising idiosyncratic risk, we favor shorter durations, quality and a focus on security selection.
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White papers
Economic and Market Review: Long-Term Optimism Amid Short-Term Headwinds - 3Q 2023
Like many, we have been surprised by the strength of U.S. equities in the face of rising interest rates, sticky inflation, a regional banking crisis and persistent geopolitical tension.
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White papers
The View From the Peak
Despite hawkish policymakers and very mixed economic data, the approaching plateau in rates brings more clarity and conviction to our fixed income views.
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White papers
Engine Running, Shifting to Neutral
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
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White papers
How technological transformation is shaping Asia’s future
The hype surrounding advanced technology has reached fever pitch, from the latest breakthroughs in artificial intelligence (AI), to the new Apple headset which some believe could revolutionise the virtual experience and take the metaverse mainstream.