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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Schroders - Article 50: what’s next for investors?

On the day the UK prime minister triggered Article 50, beginning a two-year process that will see the country leave the EU, we find out from our economists what they expect now for the UK economy.

Company: Schroders
Date added: 29-03-2017
Sector: Brexit

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Devolution - our offer to support

Devolution is fundamentally changing the way local decisions are made and how public services are funded. It provides greater freedoms and flexibilities at a local level, resulting in more effective, better targeted public services, greater growth and stronger partnerships between public, private and community leaders.

Company: LGPS
Date added: 16-11-2016
Sector: Brexit

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Hymans Robertson - UK Pensions - Independent Trustee Survey 2016

This survey by Hymans Robertson provides important insights into the current state of the UK's independent trustee sector. It examines the challenges for trustee boards going forward, particularly in light of Brexit.

Company: Hymans Robertson
Date added: 21-09-2016
Sector: Brexit

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M&G Real Estate - Brexit: First views from our institutional fund managers

Our fund managers share their thoughts on the impact of the referendum outcome on their markets.

Company: M&G Real Estate
Date added: 06-07-2016
Sector: Brexit

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Allen & Overy - Impact of Brexit on Asset and Fund Managers

This paper by Allen & Overy examines the major risks and legal implications of "Brexit" for fund and asset managers. The authors analyse the possible short- and long-term impact on the sector as a whole. They discuss contingency planning, the different post-Brexit models and the difficulties associated with each one.

Company: Allen & Overy
Date added: 05-07-2016
Sector: Brexit

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J.P. Morgan - Life after Brexit A mid-year update on the global economy and markets

We had hoped to move into the second half of 2016 with uncertainties around the UK’s relationship with Europe removed. Instead, they have intensified, with the Brexit vote bringing volatility to markets, a sharp fall in the pound and the prospect of a new British Prime Minister by the autumn.

Company: J.P.Morgan
Date added: 04-07-2016
Sector: Brexit

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UBS Asset Management - Real Estate Research Blast – European financial office markets post-Brexit July 2016

Let us say it upfront: London is the number one global financial center and is not easily replaced. Were London's position to be challenged, it would not only be a major risk for the UK economy but also a broader threat to the EU, if not the rest of the world.

Company: UBS
Date added: 01-07-2016
Sector: Brexit

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UBS Asset Management - Research Blast - Thoughts and views in the wake of Brexit

Real estate and the rise of populism, a changed political landscape brings new challenges for real estate.

Company: UBS
Date added: 01-07-2016
Sector: Brexit

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UBS Asset Management - Real Estate Research Blast – Brexit: The outcome June 2016

The full impact of the vote to exit will take longer to emerge in the real estate market than other more liquid asset classes. Real estate transactions which would provide indications of the impact on pricing will take months to complete, whilst the valuation based property index in the UK will also have a lag in reflecting the impact of the decision.

Company: UBS
Date added: 30-06-2016
Sector: Brexit

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House of Lords - The process of withdrawing from the European Union

The European Union Committee is appointed each session “to scrutinise documents deposited in the House by a Minister, and other matters relating to the European Union”. In practice this means that the Select Committee, along with its Sub-Committees, scrutinises the UK Government’s policies and actions in respect of the EU; considers and seeks to influence the development of policies and draft laws proposed by the EU institutions; and more generally represents the House of Lords in its dealings with the EU institutions and other Member States.

Company: House of Lords
Date added: 29-06-2016
Sector: Brexit

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Robeco - The Brexit’s mid-term consequences for investors

The mid-term outlook for investors depends on whether the Brexit either unifies or further breaks up the European Union in a domino effect, says Lukas Daalder.

  • Brexit vote could lead to referendum calls in other EU nations
  • Negative fallout seen in data, but outcomes unknown until Autumn
  • Mid-term depends on political outcomes; hedging risk is a priority

Company: Robeco
Date added: 29-06-2016
Sector: Brexit

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House of Commons - Tax after the referendum

This short note discusses the possible implications of the UK leaving the EU for the UK tax system and collates the comment that has been made on this specific aspect of Brexit following the vote on the EU referendum.

Company: House of Lords
Date added: 27-06-2016
Sector: Brexit

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House of Commons - Brexit: what happens next?

Now that the UK has voted to leave the EU, what will happen next? This Commons Library briefing paper looks at the immediate consequences of the vote and some of the longer term implications. This paper considers various questions about UK withdrawal from the EU and what is likely to happen in the coming weeks and months. The issues include the method of leaving the EU, continuing parliamentary scrutiny of EU business and the withdrawal negotiations, and the implications of Brexit for Scotland and Gibraltar.

Company: House of Lords
Date added: 24-06-2016
Sector: Brexit

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House of Commons - Financial services after the referendum

Several City groups, official bodies and academic commentators have given their opinions of the immediate impact of the referendum result.  This note collates some of these.  Before the referendum took place the majority view of representatives of the financial services sector was that membership of the EU was advantageous.

Company: House of Lords
Date added: 24-06-2016
Sector: Brexit

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House of Commons - Pensions after the EU referendum

The implications of the vote to leave the EU on 23 June are as yet unknown. This note brings together some responses from relevant organisations. It does not attempt to analyse them, merely to present of what was immediately available. Other material will be added as it becomes available.

Company: House of Lords
Date added: 24-06-2016
Sector: Brexit

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New Capital - Brexit: What Next?

The results are in; but what does this mean for the markets, central bank policy, economics, and the politicians? Read our initial thoughts on Brexit, as discussed in this morning's EFG Asset Management post EU referendum investment meeting.

Company: New Capital
Date added: 24-06-2016
Sector: Brexit

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Robeco - Britons stun the world by voting for a Brexit

Britons stunned the world and sent financial markets into freefall after voting to leave the European Union in an historic referendum. “It was contrary to what the polls and betting markets were predicting, so it comes as a huge shock,” says Robeco Chief Economist Léon Cornelissen. “But then it is a narrow margin, so this doesn’t mean that the UK will automatically leave the EU, because it is up to the UK government to trigger Article 50 of the Lisbon Treaty which would start the divorce process.”

Company: Robeco
Date added: 24-06-2016
Sector: Brexit

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Robeco - Financial markets get a ‘nasty surprise’ from Brexit vote

Markets got the biggest shock from the Brexit vote since the financial crisis of 2008 and now face months of uncertainty, say Robeco’s portfolio managers for the major asset classes.

Speed read:

  • Robeco Asset Allocation looks to reduce risk and manage volatility
  • Global Total Return Bond Fund positions for flatter yield curves
  • Flagship equities fund looks for stock-specific post-Brexit opportunities

Company: Robeco
Date added: 24-06-2016
Sector: Brexit

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Schroders - Assessing the impact of Brexit on emerging markets

Schroders - Assessing the impact of Brexit on emerging markets.

Company: Schroders
Date added: 24-06-2016
Sector: Brexit

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Schroders - Brexit: 25 years of FTSE history and what happened in the years that followed the biggest one-day falls

Brexit: 25 years of FTSE history and what happened in the years that followed the biggest one-day falls.

Company: Schroders
Date added: 24-06-2016
Sector: Brexit

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Schroders - Britain votes for Brexit; but where do investors go from here?

The UK’s EU referendum battle is finally over, but now is the time that the UK’s fight for growth really begins.

Company: Schroders
Date added: 24-06-2016
Sector: Brexit

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Schroders - Live – EU Referendum Special

At a special event following the result of the European Union referendum, four Schroders experts assess the possible implications of the Britain’s decision to leave the economic bloc.

Company: Schroders
Date added: 24-06-2016
Sector: Brexit

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Erste Group - Any impact on CEE if Britain leaves?

Main impact via uncertainty on how Britons vote and how potential Brexit would be facilitated. So far, visible relations in exports, funds, etc., appear manageable.

Company: Erste Group
Date added: 16-06-2016
Sector: Brexit

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Schroders - EU referendum: The problem with polls and what it means for markets

With a week to go until the UK's referendum on its EU membership, Marcus Brookes looks at what the polls are saying and whether to believe them, and what the vote will mean for various markets. 

Company: Schroders
Date added: 16-06-2016
Sector: Brexit

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The Brexit briefs: Our guide to Britain's EU referendum (Economist, June 2016)

This compilation of EU referendum "factual briefs" has been produced by The Economist. It covers a range of big issues related to the vote such as trade, sovereignty, business, the view from Europe, and more.

Company: The Economist
Date added: 16-06-2016
Sector: Brexit

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J.P. Morgan - Brexit: What investors should consider

Stephanie Flanders, Chief Market Strategist for the UK and Europe, examines the investment implications of a potential Brexit from the EU.

Company: J.P.Morgan
Date added: 03-06-2016
Sector: Brexit

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New Capital - Brexit: The Curse of the Conservatives

In a month’s time - on 23rd June - the UK will hold a referendum to determine whether or not the country remains part of the European Union (EU). The vote is of international significance because the consequences of a vote to leave would have global ramifications. Amongst other things it would call into question the future of the EU. In this latest Indepth research note, EFG’s Chief Economist Daniel Murray discusses the costs and benefits of EU membership and the market implications of a vote to remain.

Company: New Capital
Date added: 26-05-2016
Sector: Brexit

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