All White papers articles – Page 84
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White papersThe Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
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White papersDC and Bonds: The End of the Affair…and a New Beginning
Bonds’ traditional role in pension allocations is over. But they have a new purpose in a lifetime income strategy.
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White papersU.S. equities: Climbing the valuation wall
Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite these potential headwinds, strong earnings growth remains the driver of market performance—if earnings deliver as expected, equities are likely to remain biased higher.
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White papers2025 Real Estate Outlook: Tipping Point
The post-COVID years have been characterized by dramatic shifts in economic conditions, capital markets and the geopolitical landscape. No two years have been quite the same, and uncertainty in the outlook for the economy in general, and commercial real estate in particular, has been historically elevated.
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White papersPrivate Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
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White papersInfographic: How to access the real estate opportunity
This visual explainer provides an overview of the key features of private real estate and the investment opportunities for investors.
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White papersRelative Value & Tactical Asset Allocation Q1 2025
Although the uncertainty of the U.S. election is over, uncertainty regarding the prioritization of announced policies creates a broader range of possible outcomes in 2025. An anticipated deregulatory environment should be positive for overall growth, while tariffs could work against global economic activity and temporarily boost inflation pressures.
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White papersBuying bonds: January macro and asset class views
2024 marked the fourth consecutive year of rising US yields, for the first time since the early 80’s. We have been patient in recent years going overweight duration in our multi-asset portfolios as we have persistently viewed the risks to US nominal growth relative to consensus expectations as skewed to the upside.
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White papersTackling inequality and inequity in healthcare
Inequity and inequality are all too common within the modern healthcare system, even in developed countries. The picture is not entirely bleak, however. As impact investors, we have identified several solutions providers finding ways to reduce and overcome the barriers to healthcare.
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White papersGlobal Macro Outlook: First Quarter 2025
We expect all major economies to continue to expand, with the US out front again, as well as positive momentum for business investment. The question for investors will be to what degree US outperformance will extend to the financial markets. Global headwinds are likely, especially in the trade channel in light of proposed tariffs and immigration policies, but our outlook remains generally positive.
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White papersASR Dutch Science Park Fund acquires second office and laboratory building at Leiden Bio Science Park
a.s.r. real estate acquired, on behalf of the ASR Dutch Science Park Fund, the SL Plaza office and laboratory building at Leiden Bio Science Park from Caransa Groep B.V. on 6 January 2025. This is the second building the fund has purchased in a short period at the renowned Leiden Bio Science Park. In December 2024, the fund already acquired the Avery Dennison European HQ office and laboratory building.
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White papersAfter two strong years, what will 2025 bring?
“2025 will continue to offer opportunities and investors will need to assess the impact of Trump’s policies.”
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White papersEuropean Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
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White papersBond yields on the rise
Bond yields started the year with strong upward moves, and reached close to the highs seen in April last year. This latest upward trend, which has been evident from September amid Trump’s election campaign and his eventual victory, has been partly driven by resilience in the US economy.
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White papersAdvances in wind and solar operations and maintenance
This paper examines the latest developments in O&M, including how innovative approaches, from drones to PV module cleaning technologies, are helping deliver better technical performance and profitability to clean energy projects.
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White papersThe Road Ahead: 2025 North America Insurance Outlook
Key themes we see emerging for insurance investors in 2025 involve duration positioning, managing credit exposure, exploring relative-value opportunities, tapping the potential of private markets, and portfolio-liquidity and cash-management considerations.
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White papersEquity Outlook: Preparing for Profound Policy-Driven Change
Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.
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White papersThe Patchwork of Eurozone Pension Systems and Budget Constraints
The issue of pension systems in Eurozone countries is significant because pension outlays represent a substantial portion of GDP. And an ageing population increases financing needs. At the same time, country deficits – and consequently debt – have deepened during the Covid period, including through higher interest rates.
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White papersFinancials: Poised for recovery
The positive economic outlook—highlighted by an increasingly likely soft landing—along with industry-specific green shoots, such as favorable credit conditions, improving loan growth, higher net margins and fee income, and a more accommodating regulatory environment, is poised to drive an inflection point in financial services earnings. These factors should help create a return to capital and a favorable earnings environment through 2026, helping extend positive investor sentiment within financial stocks.
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White papersReasons for a standalone India allocation in a global portfolio
Explore why India’s special characteristics have contributed to equity outperformance and how dedicated exposure could bring value to investors.
