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44 results found
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Research Paper
Charudatta Shende, Nicolas Jullien, Fixed Income, Research Paper
The Big Shrink – How to navigate High Yield markets?
High yield markets are shrinking. Do you know that they have contracted by 25% over the past two years? The ICE BofA BB-B Global High Yield Index has lost $654 million in value. In the meanwhile, investor demand for credit and high yield has rebounded at the end of last year.
Benjamin Chekroun, Research Paper, ESG, SRI
Human Capital Management in European Small and Mid-sized Companies: Analysing the Data
Despite constraints on both their human and financial capital, Small- and Mid-Sized companies (SMIDs) share similar business ambitions with their larger counterparts while competing for the same talent. They need talent to fuel their growth, yet that rapid growth can strain employees. Attracting and retaining talent, while simultaneously maintaining workforce productivity, poses a challenge.
Research Paper, Bastien Dublanc, David Czupryna, Equities, Water
Water: How to address the looming water crisis?
Water sustains not only human existence but the entire ecosystem. As the global population burgeons and climate change intensifies, bringing extreme water incidents from floods to droughts, the fragile balance between water supply and demand is increasingly strained.
Fabrice Sauzeau, Alternative Investments, Fixed Income, Private Debt, Research Paper, Real Estate
Real Estate Private Debt: Time to Act?
Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
Research Paper, Johann Mauchand, Alternative Investments, Asset Allocation
Alternative strategies: Is 40/30/30 the new 60/40?
2022 was a landmark year for monetary policy, with Central banks shifting priority from supporting growth to taming inflation.
Research Paper, Maïa Ferrand, ESG, SRI
Investing in Natural Capital: Challenges and Opportunities
Defined as the “stock of renewable and non-renewable natural resources (e.g.,plants, animals, air, water, soils, minerals) that combine to yield a flow of benefits to people” by the Natural Capital Coalition, natural capital is at the source of everything that surrounds us.
Research Paper, Marouane Bouchriha, Tom Van Ginneken, Hydrogen
Green Innovations: Hydrogen
Hydrogen, first documented back in 1766, is the simplest, lightest and most abundant chemical element in our universe, the first element in the periodic table, and yet it made it possible for humans to explore space. For right and wrong reasons, hydrogen has also often been cited as the number one solution to decarbonization.
Lucia Meloni, Hien Nguyen, Vincent Compiègne, ESG, SRI, Research Paper
Corporate governance in emerging markets: what’s behind the curtain ?
There are several examples of emerging markets where corporate governance standards and ESG disclosure have evolved in recent years, among which China, India, South Korea, Taiwan…