All Commentary articles – Page 101
-
PodcastThe Great Housing Diaspora of COVID-19
As a result of mass deurbanization during the pandemic, where fleets of people left cities for more suburban areas, residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply? Could deurbanization continue as a post-COVID trend? And what else might investors want to consider in this space?
-
White papersGravity Will Not Prevail–At Least Not Yet
In advanced economies, storefronts have opened, effective vaccines are rolling out, and people are ready to return to “life as we knew it.” However, normalcy will not return until the pandemic is over globally—unless borders remain closed, with unknown collateral damage.
-
White papersThe future of the financial sector: The analyst view
Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive.
-
PodcastH2 2021 investment outlook: recovery, risk and the ‘sustainable revolution’
This year’s market environment has been challenging to navigate. A number of themes have captured the attention of our investment floor, and our managers have been considering how these are likely to evolve going forward.
-
Research ReportImpact Report, Q2 2021
Any strategy looking to reduce carbon emissions needs to take sustainable energy production into account. With global demand for electricity set to double by 2050, there is an urgent need to shift from unsustainable fossil fuels to renewables like wind and solar power.
-
White papersWeighing up the cost of ESG bonds
Green, social or sustainable bonds (ESG bonds for the purpose of this article) are an increasingly popular way for fixed income investors to signal that they are taking ESG seriously. But how do they compare to traditional bonds? Is there a “greenium” to investing this way and if so, how can investors avoid paying it?
-
White papersChina’s bond defaults could be a blessing in disguise
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its implicit guarantee policy and deleverage the system by allowing bad companies to exit. The daunting task is to avoid contagion. Can Beijing pull it off in an orderly fashion?
-
White papersFrom farm to fork - key challenges for global food systems
In the first of a new EOS Insights series looking at the social and environmental impacts of global food systems and how companies can move to more sustainable practices, Nick Spooner sets the scene by highlighting some of the key issues and challenges.
-
White papersAhead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
-
White papersFixed Income Investment Outlook - 3Q 2021
In the day-to-day task of investing, it’s often easy to ascribe significance to individual central bank meetings, speeches or policy pronouncements that, with a bit more time, simply blur into background static
-
White papersEarnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
-
White papersMarket Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
-
White papersChina’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
-
White papersSDG Engagement Equity commentary: Fortune Brands
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
-
White papersEconomic outlook: Where is ‘normal’? Will we get there?…
By debating the size of their balance sheets, central banks are showing for only the second time since 2008 that they may be worrying about our addiction to QE. QE can be credited with unblocking the system in 2009 and keeping it oiled in 2020.
-
White papersPrivate Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?
-
White papersChina Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
-
White papersAre infrastructure investors ready for rising climate-related risks?
On 7 June 2021, the G7 agreed to make climate reporting mandatory, in line with the recommendations of the global Taskforce on Climate-related Financial Disclosures (TCFD).
-
White papersCommodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
-
White papersShot in the arm for industrial
COVID-19 hit the global economy hard in 2020 with real estate not immune. But certain sectors such as industrial have been resilient and even benefited during and coming out of this downswing.
