All Active articles – Page 12
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White papersESG Materiality, Q3 2022
Tough new US and EU regulations, and pressures related to the cost of living and the Covid-19 pandemic, are forcing companies to scrutinise their supply chains. In the latest ESG Materiality newsletter, we look at the implications for emerging markets.
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White papersPursuing alpha: Why invest in EMD?
Competitive spreads, comparable default rates and low correlations versus developed markets are just three advantages of this growing asset class, argue managers of the Federated Hermes Emerging Markets Debt strategy.
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White papersGlobal Equity ESG Fund, H1 Report 2022
For long-term investors, the story is essentially unchanged, in fact, falling markets offer more attractive valuations on high-quality companies with a competitive edge.
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White papersCase study: Akbank
In this latest case study, the Emerging Market Debt team explains how engagement with Turkish lender Akbank is encouraging improvements in governance, sustainable lending and carbon footprint accountability.
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VideoHow investors can do some salt-of-the-earth good
In our latest video insight, we hear from Walter Jehne, co-founder of Regenerate Earth, as he explains why the planet is in desperate need of resurgence over the next decade and why the financial industry will prove to be significant in driving this forward.
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White papersThe biodiversity domino effect
Submerged cities and mass extinctions may feel 100 years away from anything we’ll ever have to witness in our lifetimes but for large swathes of nature and many communities, the emergency has already begun. Sonya Likhtman, EOS engager, outlines how and why investors can be a powerful voice for halting and reversing biodiversity loss.
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White papersSeven reasons why the time is right to buy EMD
Investors should be grasping at the unprecedented opportunity presented by emerging market debt.
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White papersMy bandwidth brings all the users to the yard
The principle of ‘network neutrality’ is a vital vehicle for growth in Telecommunication Services, writes Joe Howes, senior credit analyst.
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White papersA source of alpha and solution to supply-chain logjams?
Trade finance provides an opportunity for investors to access uncorrelated alpha with limited reliance on traditional return drivers.
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White papersFiorino: Is there light at the end of the AT1 tunnel?
Fiorino crosses the barrier into the commonsense-challenging realm of post-GFC bank capital stacks.
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VideoThe Rise of Alternative Property Sectors in the U.S.
Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.
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Research ReportAEW Monthly Research Report – February 2022
Land take regulations to drive land prices, density & Brownfield developments up.
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White papersCentral Banks on Deck to Fight Inflation
The ECB was owlish—carefully hawkish. It further reduced asset purchases for Q2 below the €40 billion previously announced and left completely open the pace of asset purchases for Q3. This leaves room for great flexibility: the ability to hike or not in Q4.
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White papersEuropean equity market: the great value rotation and the dividend appeal
January 2022 was a record month for European value equity, in terms of its outperformance vs. growth. The market’s reassessment of central banks’ actions after their hawkish turn has driven real yields higher and benefitted value stocks, while growth sectors such as technology, which are more sensitive to interest rates duration, have suffered.
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White papersHow the ESG data dilemma rewards active and engaged investors
What you can measure you can manage. In responsible investment that has steadily become a practical reality, but thoughtful and analytical management is still required to make sense of sometimes uneven inputs and difficult comparisons.
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White papersESG investing: Why we believe an active approach is optimal
The ‘active versus passive’ investing debate is well documented and has rumbled on for years. However, when it comes to investing from an environmental, social and governance (ESG) perspective, we firmly believe active investing is the optimal route.
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White papersKey Investment Themes for 2022 - Views from around Generali Investments
2021 saw investors contend with pivotal changes in the macro environment, big developments in ESG policy, and the shifting uncertainties of the pandemic.
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White papersIntroduction to the Neuberger Berman Ultra Short Term Euro Bond Fund
In this short video, Portfolio Manager Antonio Serpico introduces the Neuberger Berman Ultra Short Term Euro Bond Fund, an actively managed portfolio of Euro short-term bonds, with opportunistic allocations to attractive Euro bond strategies.
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Research ReportFive portfolio construction themes
In line with our broad cross-asset allocation views, as well as considerations and best ideas within specific asset classes, Nuveen’s Global Investment Committee offers a broad set of portfolio construction themes for our clients to consider as we enter 2022.
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White papersCombining active and passive investing in Multi Asset: an institutional investor framework
Numerous factors have been driving the development of passively managed vehicles and their increasing weight in institutional investors’ portfolios. In particular, a recent PwC study showed that the weight of passive investments in global pension funds’ portfolios grew from 19% in 2017 to 25% in 20201.
