All Commentary articles – Page 108
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White papersGlobal Innovations Driving Zero-Carbon Cement
Company-level metrics provide only half the picture of zero-carbon cement. Our Emerging Market Equity and ESG teams’ on-the-ground analysis provides the other half.
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White papersA thin and last-minute Brexit deal should give temporary relief to UK assets
The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs checks and compliance procedures. The deal is lighter concerning trade in services, and in most services sectors providers will need to seek approval on a case-by-case basis with national authorities.
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White papers10 predictions for 2021: The world improves, but do markets already know?
At the start of the year, we expected economic growth to pick up modestly and were encouraged by seemingly diminishing macro risks, such as trade policy. Conversely, we were concerned by relatively full stock valuations and thought that market gains could be limited following a strong 2019.
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White papersSpirit of resilience: Market Risk Insights, Q4 2020
Last year, Albert Camus’s 1947 novel The Plague returned to global best-seller lists as people searched for a deeper understanding of the pandemic convulsing society.
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Asset Manager NewsNon-IG News: Earnings Trends in Non-IG Credit
During the early stages of the pandemic, most market participants and company managements were very concerned about the impact from mandated shutdowns and shelter-in-place orders on company revenues and bottom-line results.
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White papersEurope’s “Man On The Moon” Moments
While 2020 brought many challenges and uncertainties for investors in Europe, there are reasons to be optimistic about the future.
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White papersFrom property to the portfolio: The ESG opportunity and industry trends
Last month, Principal Real Estate Investors hosted a panel of subject matter experts to discuss Environmental, Social and Governance (ESG) developments and trends.
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White papersHow sustainability works in private asset investment
We explain why private assets can align with responsible investment just as well as listed assets.
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White papersOutlook 2021
The heads of our investment platforms welcome the New Year with their views for 2021.
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White papersHow private credit enhances returns while lowering risk
Private credit has until now been the preserve of large institutions, but that’s changing. We find out why.
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White papersThe good, the bad, and the ugly of secondary public equity offerings
The stock market plays a crucial role in helping companies raise finance, but are these raises a good deal for investors?
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White papersWhat is scientific fixed income investing and why should investors embrace it?
BlueCove was founded in 2018 to research and develop state-of-the-art scientific investment processes applicable to fixed income
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White papersImagine – Super-forecasting for those who don’t know
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the next 12 months inundate us. In general, the quality and results of predictions are unimpressive. 2020 has been a case in point.
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White papersBiden time: ESG implications for emerging markets and our portfolio in a post-Trump world
Last month, Joe Biden was hailed the winner of the tightly contested US presidential election. Here we examine the ESG implications of his victory for emerging markets and how it will impact our Global Emerging Markets portfolio.
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White papersLegacy of the lockdowns – 2021 outlook
Three quarters of the year with many economies in one form of lockdown or another has left investors with many questions. How will the recovery proceed? How can the world tackle the social and economic problems laid bare by the crisis as well as entrenched issues such as climate change? In sum, what will be the legacy of the pandemic?
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White papersMacro Outlook Webcast: Looking to 2021 and Beyond, December 2020
Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.
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White papersCIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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White papersChina Credits: Default Outlook From an Onshore Perspective
Changing government policy could impact default levels in 2021.
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White papersDon’t Be A Turkey
Like the festive bird in December, investors may want to ask how much better things can get
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White papersCOVID recovery, net zero and policy: The outlook for UK infrastructure in 2021
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.
