All Commentary articles – Page 112
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White papersIs infrastructure key to a sustainable recovery?
Infrastructure investment is about financing the real economy, meaning few investments are better placed to deliver a sustainable future.
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White papersVaccine Distribution, Administration, Logistics & Mutant SARS-CoV2 Strains
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papersHow can social bonds support a sustainable recovery?
Social bonds could help mitigate the economic damage caused by the COVID-19 pandemic, at least in the short term. While on the surface, most bond issuances appear well-intentioned, all market participants need do their homework to ensure they are directing capital to the right social causes.
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White papersChina’s strategy supports a bullish view on emerging Asia
China’s economic policy focus on domestic and, by extension regional, growth argues for a bullish view on Asian emerging markets in the face of the far-reaching effects of the COVID-19 pandemic.
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White papersA Recipe for the Next Financial Crisis
It may not come soon or deliver the same shock, but the ingredients that triggered so many predecessors are already coming into view.
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White papersHydrogen: Back to the future
The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?
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White papersA bright end to 2020 for equity markets
After setting record highs in early December, global equities vacillated on market concerns over the resurgence of COVID-19 to end the month with a rebound to new highs. The MSCI AC World index (in US dollars terms) gained 4.5%, taking its rise for 2020 to 14.3%.
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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 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 papersOutlook 2021
The heads of our investment platforms welcome the New Year with their views for 2021.
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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.
