All Commentary articles – Page 119
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White papersInvesting in the first in, first out theme: opportunities in Asia
The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it, thanks to its good management of the pandemic and supported by fiscal and monetary actions. Strong fundamentals pave the way for a strong catch-up in Asia, driven by China.
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Asset Manager News2020-Q1 Brazil Market Commentary
The stars were seemingly aligned for Brazil’s economy entering 2020, but the outbreak of COVID-19 changed that in a matter of weeks. While the full impact has yet to be realized as Brazil’s outbreak began later than other countries and is currently still expanding, it is already clear that Latin America’s largest economy will see a sharp slowdown in growth during 2020 and unprecedent levels of unemployment.
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White papers2020-Q1 US Market Commentary
COVID-19 and the policies used to quell its spread have forced many economies around the globe into a recession. This weakness inevitably flowed through to housing data, but there are some early indications that the market is in better shape than many feared.
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White papers2020 – Impact Of Covid-19 On The US Job Market
The COVID-19 pandemic has led to an unprecedented loss of jobs in the U.S. since social distancing measures were implemented in mid-March. Over 41 million workers have filed for State unemployment benefits and an additional 9.4 million filed for pandemic related assistance, comprising 32% of the nation’s workforce.
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White papersUnited States - Quarterly Research 2Q 2020
The U.S. economy is awakening from the induced coma designed to “flatten the curve” of COVID-19. As activity resumes and businesses reopen, data for everything from jobs to consumption is showing a rebound from the stunningly depressed levels in the second quarter. For many data series, the initial shape of the rebound will undoubtedly be V-like, giving hope that the recovery will be as swift as the collapse. Unfortunately, the V-shape may say more about the speed and severity of the downturn than the path ahead, particularly as the curve of infections in the U.S. steepens with surging new case counts across much of the South and West.
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White papersEuropean Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
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White papersTikTok on the Clock, Now Don’t Let Fiscal Stimulus Stop
TikTok may be the tip of the iceberg as the U.S. recommends tech companies remove Chinese apps from their app stores. Uncertainty around the next stimulus package may continue to weigh on consumer spending as we expect weaker data for July.
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White papersReality bites: Retailing in a healthy crisis
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
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White papersHow the Pandemic Changes Real Estate
The global pandemic is changing the way we live, work and play. Such behavioral changes have been felt acutely across commercial real estate markets, and the impact may only accelerate from here. But which changes are short term and which are here to stay?
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White papersCredit investing in the coronavirus era: 360°, Q3 2020 - August 2020
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. Here we demonstrate how we are engaging with current holding Brunswick to create positive impacts on society.
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White papersBuild, build, build: the road to recovery and returns?
Infrastructure is in the spotlight as governments look to repair their economies after Covid-19. We look at how infrastructure equity works and where we see the best opportunities.
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White papersThe Future of Climate Change
It is undeniable that the global economy and real estate portfolios are being tested by the COVID-19 crisis. The pandemic has also accentuated the link between the economy and the drivers of climate change.
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Asset Manager NewsGreen News and Views - August 2020: We care about social value, but can it unlock tomorrow’s ESG opportunities?
Climate change, energy needs and water scarcity are counted among the biggest challenges of our century. UBS Asset Management’s Real Estate & Private Markets business (REPM), created by the consolidation of real estate and infrastructure, acknowledges that real assets such as properties and infrastructure contribute significantly to CO2 emissions and the consumption of natural resources.
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White papersFighting infection – animal welfare and antimicrobial resistance
The coronavirus has highlighted the importance of being well prepared to respond to emerging global health threats. In the fourth article in our pandemic series, Dr Emma Berntman looks at animal farming and the growing risk of antimicrobial resistance (AMR).
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White papersTaming the Golden Geese (Without Killing Them)
After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
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White papersEuropean Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
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White papersCautious Consumers Await Fourth Fiscal Stimulus Bill
U.S. politicians will continue negotiating the next fiscal package. The July employment report will likely be weak due to rising uncertainty, cautious consumers, and greater restrictive measures. Meanwhile, next week’s BoE meeting is expected to strike a bearish tone.
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White papersVulnerability to Default in Emerging Markets
While emerging markets sovereign defaults are at levels not seen since 2001 this year, rapid policy responses are helping to avoid the worst—furthermore, we believe the corporate default rate for 2020 could be lower than in 2009 or even 2016.
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White papersSDG Engagement Equity commentary: Brunswick
In April, EOS at Federated Hermes published a white paper – Investor Expectations for Global Plastic Challenges. This set out the scale and complexity of the problem and offered investors ways to engage with companies in three key sectors – chemicals, consumer goods and retail.
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White papersGlobal Investment Views – August 2020
As we enter the summer, conflicting forces in major equity markets have led to a period of temporary equilibrium between fear(risk of second wave, low bond yields, high gold prices) and greed (equities rallying as a result of economies reopening). The big question for investors now is: where do we go from here?
