All Commentary articles – Page 103
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White papersPrivate credit markets - opportunities opening up across the spectrum
With countries around the world rolling out their vaccine programmes and with growing optimism about the outlook for the global economy, has a potential return to normality been reflected in private and illiquid credit?
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White papersBig Tech Stocks: How to gauge regulatory risk
When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something — rather than nothing.
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White papersReal Estate Outlook – Europe, Edition 2 2021 - Sentiment begins to warm
After a tough start to the year there are some causes for optimism for the European economy and real estate markets.
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PodcastMaking the REIT Move In Real Estate
With the virtual shift that COVID-19 placed on our society along with resulting closures of brick and mortar retail across the globe, REITs, or Real Estate Investment Trusts, may not have had their best year in 2020.
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PodcastEM Debt: How ESG & Economics Are Shaping the Outlook
Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation.
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White papersInternet 3.0 and the Next Wave of Innovation
While Internet 3.0 promises significant disruption, it seems to be more of an evolution of Internet 2.0—and anyone writing off the winners of the Internet 2.0 era should be wary.
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White papersFinding Yield in Europe—and Beyond
Portugal, cyclical laggards, “rising stars,” roll-down returns, subordinated securities and hedged non-euro sovereigns—these are just some of the ways European investment grade investors could tackle the low and negative-yield challenge.
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Asset Manager NewsAsian respondents are committed to increasing ESG engagement and indicate an increasing shift towards alternative investing
According to Nuveen’s inaugural global institutional investor survey, the ongoing global pandemic, the shift to investing in alternatives and ESG integration are the most powerful themes shaping investment decisions in the Asia Pacific region in 2021.
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White papersWhat is the future for climate disclosure?
It’s only a matter of time before companies will have to report on their climate-related risks. They should get ahead by putting the processes in place to do so now, says Thibaud Clisson.
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PodcastThe Investment Podcast: Navigating the road to real estate recovery
Picking up on the themes from their latest Global Real Estate Outlook, the real estate team at M&G Investments discuss the outlook across different sectors and geographies. Which could see rapid growth and which may lag behind?
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White papersShifts & Narratives #6 - Technology trends in Asset Management and Saving Industry
These are days to be optimistic if you are an Asset Manager. And this is not just because the industry has been doing well and the fundamentals remain strong going forward. The future looks bright because the same technological forces that are being so disruptive, present an equal number of opportunities for those who are prepared to embrace change.
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White papersViews from the credit desk: Bullish and Bearish Cases
2021 has seen a wide dispersion in asset price returns, driven by a more inflationary environment. Commodities, stocks and high-yield are up, but investment-grade and government bonds are down.
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White papersInsurers’ portfolios: re-load the income engine, go beyond the traditional investment universe
US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields have followed this movement in a limited way, as Eurozone economies have been hit hard by the Covid-19 crisis. The pandemic has increased economic fragmentation across European countries, putting pressure on the ECB to pursue its highly accommodative policy.
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Video* Ecosystem restoration – Now is the time *
Biodiversity and economic activity are closely linked, so biodiversity loss endangers the economy, us and our prosperity.
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White papersInequality: what is at stake (2/4)* - Pro-Piketty and Anti-Piketty: A review of the literature in 20 topics
No one is disputing that Piketty’s books are ground-breaking, that his research and his team’s research are fundamental, or that their databases and reports are invaluable. Moreover, this research puts economics back in history, which is highly commendable.
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White papersInequality: what is at stake (1/4)* - Globalisation, growth, financial liberalisation and inequality
With the misdeeds of globalisation, the rise in inequalities and the resulting perception of injustice have been subjects that have fuelled many debates for a little over ten years. The theme of inequalities has even come to the centre of many political programs.
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White papersWhen the Chips Are Down
The global semiconductor shortage is often characterized as a short-term supply-and-demand imbalance, but we think it reveals a vast and secular need for investment capital.
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Research ReportQ1 2021 - Asia Pacific Research Perspective
Average economic growth forecasts across major markets in the region have been upgraded from the start of 2021(from 4.5% to 5.0%) on the back of supportive macro policies and a recovery in global trade.
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White papersMarket Scenarios and Risks - June 2021
We maintain the narrative and probabilities of our central and alternative scenarios. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
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White papersFirst quarter 2021 results: a far better-than-expected rebound that augurs well for the full year
Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021.
