- White papers
G4S case study
G4S has significantly improved its health and safety standards and performance. It has come a long way to achieve this since EOS began engaging with the company in 2009 on health and safety management.
- White papers
Investing For Growth And Prosperity: In Africa Sovereign Wealth Funds Focus On G, S And E
A research report on the key themes and challenges for Africa’s sovereign wealth funds.
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MP Pension sheds DKK13m of G4S stock, following Norwegian lead
Danish pension fund for academics loses confidence in UK security firm after failures
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Norway’s SWF blacklists UK’s G4S, shedding €77.6m of its shares
KLP likely to follow suit with its €4.3m of investments in the security firm
- White papers
Mag 7’s Asian Silicon Dragon
Taiwan’s significant growth in the technology sector solidifies its role as a key player in many global supply chains.
- White papers
2024’s elections around the world: The who’s who and the so what…
Voters from more than 60 countries will head to the polls this year, representing almost half the world’s population. This makes 2024 perhaps the ultimate election year by historical standards. But the act of merely holding elections does not guarantee a free and fair process e.g., Russia’s March elections, nor does it imply consequential change.
- Podcast
City in Focus #4: Frankfurt
Frankfurt is not only the financial centre of Germany, but also the centre of the European banking sector. Known as Mainhatten due to the skyscrapers that dominate the city’s skyline and its location on the River Main, Frankfurt is attractive for both investors and residents alike, praised for its connectivity and innovation.
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IFRS S-1, S-2 implementation support takes priority, investors tell ISSB
Mixed views on which projects to prioritise, but there was general support for working on at least one of four proposed sustainability projects
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AP4 resets long-term scenarios amid US trade worries
Swedish pensions buffer fund CEO sees political environment remaining problematic for years
- White papers
Illiquidity premia in private debt: Q4 2023
In our latest real assets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
- White papers
Q4 2023 Seniors Housing Research Perspective
It’s difficult not to be excited about the prospects for seniors housing in 2024. While capital market dynamics continue to weigh on assets and portfolios that were constructed at peak valuations with variable rate debt when borrowing costs reflected a different rate environment, the strength of the underlying fundamentals driving top-line revenue growth are difficult to ignore
- White papers
Asia Pacific Market Perspective - Q4 2023
New Year, Familiar Themes - Rate Cuts Expected, but Opinions on Speed and Magnitude are Wide
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Cassa Forense seeks asset managers for investment vehicles worth €4bn
The lawyers scheme is creating the two vehicles to streamline investments and administration of its assets
- White papers
India 5G: Data Is the New Oil
While India is set to overtake China to become the world’s most populous country in April as forecast by the United Nations, it is also keen to establish its position in the 5G landscape. Following rapid 5G deployment in China, the U.S. and other pioneering countries in 2019, India is now leading a new wave of 5G network rollouts. The government concluded its largest-ever spectrum auction in August 2022, and 5G services are already available in 13 cities.
- White papers
G20 Summit Puts Great Power Competition in Full View
The G20 summit took place against a backdrop of deteriorating relations—not just between the U.S. and China—but also between China and India, which was the summit’s host country. Coming on the heels of the BRICS summit in South Africa, expectations for the G20 summit were low. Pre-summit deliberations at working group levels also created a gloomy mood among diplomats given the slim prospects for substantive outcomes.
- White papers
ChatGPT on the wall, should 5G be abandoned at all?
The emergence of revolutionary artificial intelligence chatbot technology has created strong competition among major tech companies, all vying to create their own versions. But 5G also plays an important role in this market.
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Sweden’s AP4 eyes biomaterials investment following green analysis
Buffer fund says still focused on wind and solar power, but has also identified ‘interesting areas to monitor going forward’
- White papers
Primonial REIM Real Estate Convictions - Q4
After a slow year in 2023, 2024 will be a year of many challenges: challenges that are at the same time democratic, geopolitical, economic and financial. The most striking aspect will be the 2 billion human beings who will go to the polls during the year in 70 countries, including the United States, the European Union, India and the United Kingdom, thus redefining the balance of power.
- White papers
U.S. Economic and Property Market Outlook - Q4 2023
The U.S. economy continues to surprise to the upside, posting annualized fourth-quarter real GDP growth of 3.3% (3.1% year over year) on top of the nearly 5% annualized growth in the third quarter.
- White papers
2020s vs 1970s: echoes, not a replay
”The many challenges that lie ahead will likely lead to high volatility in the global cycle, in terms of growth and inflation. To weather such an uncertain period a more dynamic asset allocation framework is needed.”