Alternatives – Page 32
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White papersThe impact of African Swine Fever on the agricultural industry: a complex puzzle
The outbreak of African Swine Fever (ASF) in China is making headlines as it impacts the biggest pork market in the world. Industry experts consider this a ‘transformational event’ for the global pork sector that is ‘creating a devastating effect.
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White papersNuveen knows: alternatives
Beyond diversification: a geographical focus on farmland and real estate
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White papersSix reasons global cities could save the world
Far from being a contributor to climate change, cities may actually provide the solution to tackling the world’s most pressing issue.
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White papersDoes Sustainable Investing Constrain a Portfolio?
Sustainable investing is often misunderstood. Many investors think a sustainable agenda limits a portfolio to a narrow piece of the market. In fact, plenty of stocks can help investors create social benefits while generating strong returns—if you know how to find them.
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White papersWill trade tensions reshape the world order?
The protectionist wave will almost certainly have a chilling effect on the global economy. But trade growth was slowing well before the US-China spat. In the latest Ahead of the Curve, we assess whether the tariff war is disruptive or merely accelerating trends already underway. And will we find opportunities in this fragmented global system, or only challenges?
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White papersChina’s Currency Weakness: Not as Bad as it Seems—Yet
China’s currency depreciated this week, with the exchange rate rising to more than 7.0 renminbi per US dollar, unnerving investors and markets worldwide. Here’s the good news: we don’t think the renminbi will continue to weaken at the same pace.
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White papersHermes Impact Report, Q2 2019
The Sustainable Development Goals (SDGs) were created from a development rather than investment perspective. However, believing they can be a powerful way of identifying impact companies, we created the Hermes SDG Taxonomy earlier this year to clearly demonstrate connections between the goals and investment opportunities.
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White papersIs a New Front About to Open in the US-China Trade War?
Financial markets are focused on the ongoing trade war between the US and China—which goods and services are in play and what measures are being taken or threatened in each case. But the trade conflict could spill over into currency markets—and that’s a risk that bears watching.
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White papersThe Circular Q2 2019: keeping you in the sustainability loop
The Circular dives once more into our recent sustainable-investing commentary and analysis to bring our latest insights on environmental, social and governance (ESG) and impact investing to the surface. Get ready to take the plunge.
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White papersWhat We Know, What We Don’t Know, What We Think
It’s not even clear that central banks themselves understand what’s going on. Lower unemployment doesn’t seem to nudge inflation higher, as it once did. Commodity prices may, but not reliably.
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White papersWhy 2 Degrees Celsius May Beat 2 Percent CPI
Investors should watch closely as some financial regulators begin to take a more expansive view of their mandates and pay more attention to the planet’s rising temperature.
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White papersA Man, A Plan, A Canal – A Trade War
Trade flows, like water, ultimately find their path.
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White papersGreen Bonds: Seeking New Opportunities To Invest For Good
Green bonds have quickly become common across jurisdictions, industries and currencies.
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White papersRi Tool: A Portfolio Manager’s Perspective
Our proprietary responsible investment ratings is an innovative tool that combines ESG and financial stewardship data to create a single company rating for 5,500 listed equities globally. So how do our PMs use it?
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White papersFactor Investing In Currency Markets: Does It Make Sense?
The concept of factor investing emerged at the end of the 2000s and has completely changed the landscape of equity investing. Today, institutional investors structure their strategic asset allocation around five risk factors: size, value, low beta, momentum and quality.
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White papersWhy Asset Managers Need Their Own Social Networks
The digital age gave professional investors near-instantaneous access to a vast trove of data, but organizational silos have sometimes prevented subsequent insights from spreading widely. That’s changing, however, as new digital platforms make it easier for money managers to share real-time information with colleagues across asset classes and strategies.
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White papersAmplified: ESG investing and Stewardship
The world is at a tipping point; responsible investment, ESG and stewardship, once seen as the preserve of niche green investors is now mainstream, challenging accepted investment fundamentals, as well as investors, asset owners and companies to do better.
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White papersESG gets physical: The role of real assets in creating a sustainable future
Physical assets, particularly infrastructure and real estate, have a critical role to play in facilitating the transition towards a more sustainable economy and a greener world. As ultimate asset owners, investors are deeply engaged in the issues, and incorporating environmental, social and governance (ESG) considerations is a fundamental part of an asset manager’s duty to their clients.
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White papersFocus on the ESG change when scoring sovereigns
At Franklin Templeton, one of our best examples of integrating environmental, social and governance (ESG) factors in macroeconomic research comes from the Templeton Global Macro team. The most important distinction in their approach comes from a forward-looking view.
