All Alternatives articles – Page 42
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White papersCurrency outlook: The trend is not your friend
Investors betting on ‘trends’ have been disappointed over the last four years. After rallying by 30% between mid-July 2014 and December 2016, the US dollar has been range-bound. It weakened in 2017, but it rebounded strongly in 2018, consolidated in 2019 and after an initial rally in 2020, it is finishing the year on the weaker side.
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White papersVaccine News Gives Markets Another Shot
Central banks continue to err on the side of caution to support the economy, financial markets are rotating back into risk amid vaccine progress, negotiations for Brexit are rapidly approaching year-end deadlines, while U.S. fiscal talks become more optimistic.
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White papersCan coronavirus vaccines be distributed equitably?
As effective Covid-19 vaccines are rolled out, equitable global access is emerging as a concern. In the seventh article in our pandemic series, Sarah Swartz looks at Covid-19 vaccine distribution and how we engage with companies on this issue.
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White papersUS healthcare in a post-pandemic world
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and more affordable care. Already, in both the healthcare and IT sectors, leaders and first movers have emerged providing solutions for the medical and social issues the crisis has brought to the fore.
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White papersBenchmarking sustainability
The EU’s taxonomy – a classification tool to identify which activities are sustainable and under which circumstances – can play an important role in de-risking portfolios by reducing investments in increasingly obsolete, unpopular or unappealing carbon-intensive businesses. Enhancing the focus on carbon neutrality is an essential ingredient on the path to a sustainable economy.
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White papersSustainable investing – challenges and best practices
In the midst of nearly unprecedented market volatility, sustainable business practices are proving their mettle. Companies with strong stakeholder relationships, a deep commitment to employees, smaller carbon footprints and a longer-term focus are weathering the downturn significantly better than those without such standards. While no one would have chosen these particular testing grounds, the results are clear: sustainability has real-world consequences.
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White papersCentral Banks: leading the path towards Impact Investing
Central Banks are right now accelerating a tectonic shift. This summer at Jackson Hole, Fed Chairman, Mr. Powell has set-up the new objectives of the FED: inclusive employment is now key. As stated, “Inflation that is persistently too low can pose serious risks to the economy”1 and an inclusive employment2 is one way to solve it; it leads the FED to “a focus on inequality”3 with an attention paid on education as “people who don’t have advanced skills now have less ability to profit from the technology that is everywhere in our economy”4.
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White papersESG investing in Asia - an invisible evolution
Sustainable and responsible investing is fast becoming one of the most important investment criteria globally, and in Asia, while the uptake has been slower, this trend is growing. Moreover, sustainability is now also seen as an important economic driver for investment performance.
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White papersImpact investing: a key role to play in reshaping the future
Today, the world is confronting the global coronavirus pandemic, which has put a severe strain on health systems and economies worldwide.
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White papersHydrogen: science fiction made real?
Fourteen member states of the European Union (EU) have already included a strategy for the use of hydrogen as part of their plans to support the post COVID lockdown economic recovery plans. David Czupryna, Head of ESG Development at Candriam, writes that the recent investment package of EUR15bn by the German and French governments is a serious step but only one of many required, with a lot of investment and opportunities still to come.
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White papersHidden ESG gems: the “improvers” philosophy
Traditional alpha opportunities tend to be found in underappreciated areas of the market where an expected improvement in fundamentals will lead to a rerating of the stock. The same can be said for ESG investing: companies that embrace and improve their ESG profile will be rewarded by the market.
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White papersInstitutional Investors – are you embracing the evolution in responsible investing?
The asset management industry is experiencing an evolution which has been a long time coming – the volume has been turned up on responsible investing and institutional investors are at the heart of this transition. The global pandemic and high-level concerns around climate change have brought a new sense of awareness, the knowledge of long-term risks and opportunities associated with environmental, social and governance (ESG) factors.
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White papersThe Golden Age of Health Care Innovation Meets Rising Global Need
Innovative new treatments are revolutionizing medical care to meet the growing needs of an aging global population.
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White papers2021 Investment Outlook Report
Our comprehensive Outlook Report addresses in further detail both the macro and asset class specific themes we have identified and examines the evolution of the investment environment over the past 12 months.
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White papersYour Questions Answered by Impact Opportunities
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papersElectric vehicles: reaching a tipping point
Automakers were placed under considerable pressure this year by global lockdowns that brought the industry to a standstill. Yet even amid the coronavirus-induced turmoil, firms have continued to spend considerable amounts on electric vehicle (EV) technology. Why is this, and how are automakers positioning themselves for an all-electric future?
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White papersPandemic scrutiny brings purpose to the fore
Government support for companies during the Covid-19 pandemic has demonstrated why all businesses need to maintain a social licence to operate underpinned by a corporate purpose.
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White papersCash Negative
The central bank pandemic response has left all major short-dated interest rates pricing near or below zero for years into the future: How can cash portfolio managers meet this challenge?
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White papersThe COP that was not – Will postponing COP26 affect global climate action?
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted year for political action on climate change. How will these tumultuous 12 months affect the global climate landscape?
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White papersInvesting in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
