All White papers articles – Page 92
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White papersU.S. Real Estate: Parsing a Different Kind of Downturn
The U.S. real estate downturn is proving painful. However, unlike prior downturns, underlying fundamentals are still relatively robust and likely to either mitigate a steep demand decline and/or backstop the current price correction. The Barings Real Estate team discusses.
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White papersIn-house expertise and the right investment strategy make the difference in financing fiber
Fiber optic cable networks are fast becoming an important asset class and the successful partnership between Primevest Capital Partners (Primevest CP) and Germany’s Hamburg Commercial Bank (HCOB) highlights how a distinctive approach to investing is bringing super-fast internet into even more homes.
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White papersECB: Not Pausing―Yet
The ECB’s May rate hike was all about avoiding surprises and distinguishing itself from the Fed’s dovish message the day before. With inflation still high, the ECB “is not pausing.”
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White papersWhat is an ELTIF?
The European Long-Term Investment Fund aims to boost and sustain growth in Europe. But what is an ELTIF, and how does it work in practice?
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White papersDon’t Bank on Bank Loans in 2023
As bond yields rose in 2022, investors sought refuge in high-yield bank loans, whose floating coupons are often heralded as an antidote to rising rates. But with conditions shaping up differently in 2023, bank loans may face challenges. We think income-seeking investors should instead consider a more diversified approach that balances rate and credit risks. Here’s why.
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White papersPrivate vs. Public Investment Strategies – Reported and Real-World Performance
Based on reported cumulative returns, private assets – especially buyout funds – outperformed public assets by a wide margin from 2005 to 2021. However, this traditional performance comparison is misleading because reported performance of private assets does not reflect the real-world performance experienced by CIOs.
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White papersSustainability watch: plant-based nylon, melting ice sheets and green hydrogen
Our selection of sustainability news from April includes landmark regulations and targets set across Europe, as well as examples of companies using alternative raw materials and forming sustainability partnerships.
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White papersIs This the Final Fed Hike, for Now?
As expected, the Federal Open Market Committee (FOMC) decided to hike its key interest rate, the federal funds rate, by 25 basis points (bps; 100 bps equal 1.00%), to a range of 5.00% to 5.25%. Despite the banking sector’s ongoing wobbles—most recently, First Republic Bank’s takeover by JP Morgan over the past weekend—the FOMC sees fighting inflation as its highest priority.
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White papersThe Fed Gazes into a Spinning Compass
The Fed raised its policy rate by another 25 bps at its May meeting and hinted that its hiking campaign may have concluded. However, Chair Powell also understandably conveyed some uncertainty.
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White papersHow tackling food waste contributes to climate change mitigation
Discussions about food and its impact on climate change often concern the value chain from fork to plate – and even more often focus on the production side – but eliminating food loss and waste can make an equally notable contribution. Addressing this major issue requires solutions that range from basic common sense to innovative packaging, transport and storage.
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White papersBond Investors May Find Most Rate Pivot Potential in UK, EU
As consumers suffer the biggest inflation hit in 50 years, bond investors must anticipate how quickly prices will stabilize, when interest rates will fall and which fixed-income markets can provide the best pay-offs.
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White papersBuilding resilience: IREI interview on infrastructure’s potential to benefit global food security
The consequences of COVID-19 triggered global concern around food security. Even developed countries such as the UK worried about food shortages during the global lockdown because borders were basically closed. In some regions, such as the Middle East, there were concerns about the potential political unrest due to shortages and rising food prices.
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White papersThe Inflation Reduction Act: implications for U.S. timberland and agriculture
Aiming to reduce carbon emissions by approximately 40% by 2030, this legislation represents the single largest investment in climate and clean energy solutions in American history. We examine its potential impact on foresters and farmers—and on investments in U.S. timberland and agriculture.
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White papersThe real estate industry is going digital − serious challenges must be mastered
The real estate business is in a constant state of change.
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White papersWhy are fallen angels the pick of high yield?
How could fallen angels offer a high-yield (HY) exposure of superior quality in a strategic allocation? We consider how investors can use these bonds to improve performance potential while mitigating relative ratings risk. In our previous insight of this three-part series, we made the case for a dedicated allocation to the segment due to the ability of price recovery to drive outperformance, and a compelling supply outlook.
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White papersA step-by-step guide to measuring social impact in real estate
There’s no benchmark for social impact investing, but investment is gaining traction. In this article we - Schroders Capital - explain how we measure place-based impact.
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White papersRetail warehouse parks shine in Europe’s burgeoning retail recovery
European retail real estate investment is bouncing back in tandem with the postpandemic surge in consumer spending in stores.
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White papersPrivate assets’ role in a diversified portfolio
Private assets are an increasingly important source of returns and diversification. Shaniel Ramjee, senior investment manager, Multi Asset, takes us through the opportunities private markets offer, as well as the risks they pose.
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White papersEuropean market volatility provides real estate debt opportunity
Market conditions remain volatile amid higher interest rates, inflation and the threat of looming recession. In such an environment, investors are struggling to meet return requirements. However, asset classes such as commercial real estate (CRE) debt could offer the potential for value across short, medium and long-term timeframes, while adding effective portfolio diversification.
