All White papers articles – Page 9
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White papers
Green and Sustainable Bonds: Five Key Questions
With strong sustainable EU initiatives, plus the conclusion of the hiking cycle, attractive carry in interest rate curves, and the likelihood of lower interest rates amid evolving monetary policies, the outlook for green and sustainable bonds is promising, explain the portfolio managers of the Generali Investments SICAV (GIS) SRI Euro Green Bond subfund.
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White papers
Plastic circularity: why LOIM private equity?
In this Q&A, Christopher Tritten and Victoire Carous, co-leads of the Plastic Circularity strategy, explore the advantages of using private equity to invest in a lower-carbon circular model for plastics. From our investment goals to our established background in private equity and sustainability, we outline how this strategy finds value for investors.
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White papers
Engagement case study: LyondellBasell
As part of the Climate Action 100+, we co-led engagement with the company on setting and disclosing ambitious climate targets.
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White papers
UK outlook brightens as rate cuts loom
The Bank of England held rates at 5.25% this week, but its accompanying statement made clear that, given the broader outlook for inflation, the prospect of rate cuts this summer has increased.
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White papers
Green bonds boom boosts case for credit engagement
EOS has engaged with companies on behalf of bondholders for many years, recognising that credit portfolios can be hard hit in the wake of serious controversies. Ross Teverson explains how we have evolved our engagement approach as the size of the sustainable bond market has grown.
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White papers
Improving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
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White papers
Start with the farmer
California farmers lead the way in sustainable agriculture while navigating water infrastructure limitations.
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White papers
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papers
Economic Monthly: Flying Blind
The U.S. Federal Reserve (the Fed) has reduced the pace of quantitative tightening (QT), the European Central Bank (ECB), and potentially even the Bank of England (BoE), could begin cuts as soon as next month, and the dot plot shows the Federal Open Market Committee (FOMC) cutting rates later this year.
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White papers
Corporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
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White papers
De-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
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White papers
The Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
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White papers
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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White papers
The U.S.-China Competition Through Four Lenses
Not all Great Power Competitions lead to military confrontations. Explore the U.S.-China relationship through four lenses and whether the current global order faces the risk of confrontation.
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White papers
Healthcare Stocks: Testing the Vital Signs of Managed Care Providers
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
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White papers
3 years of TargetNetZero Equity: a genuine transition approach
The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.
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White papers
Consider This: Will BRICS+ dethrone the US dollar?
Given the recent expansion of the “BRICs” countries to include five new members, will the US dollar remain the world’s reserve currency? Franklin Templeton Institute’s Kim Catechis looks at the implications for investors.
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White papers
Can the renewable energy sector solve the climate crisis?
The renewable energy sector has seen impressive growth rates in the past 20 years. According to the European Environment Agency, the share of renewables in total energy consumption more than doubled, increasing from below 10 percent to 22.5 percent in 2022.
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White papers
Targeting the ‘Next Gen’ tourism market is the future of hospitality
‘Next Generation’ travellers in the under-40 age cohort make up the largest group of guests in Europe’s hospitality market and are rapidly catching up with their older peers in terms of total spend on nights away. Yet these younger tourists have been under-serviced for European hotel choices that meet their appetite for modern, affordable accommodation that combines authentic local experiences with environmental responsibility.
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White papers
Europe’s emerging alternative sectors
When Harrison Street entered Europe in 2015, alternative sectors like Purpose-Built Student Accommodation (PBSA) and Build-to-Rent (BTR) were considered niche real estate asset classes.