All Commentary articles – Page 122
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White papersAEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersThe Glass Is Still Half Full (For Now)
World economies have rebounded from lockdowns faster than expected despite much differentiation among them. Much still depends on further progress in managing COVID-19 and continuing policy stimulus.
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White papersSDG Engagement High Yield Credit: H1 2020 Report
Seeking twin objectives of strong financial performance and positive social and environmental impacts that contribute to achieving the 17 Sustainable Development Goals (SDGs), we launched SDG Engagement High Yield Credit in October 2019.
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White papersLow-carbon investing across all our quantitative strategies
As a future maker, BNP Paribas Asset Management has put sustainability at the core of its investment process. This is reflected in our commitment to a low-carbon environment. Portfolio decarbonisation has been of primary concern in our overall strategy of sustainability integration.
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White papersIs There Opportunity in COVID-19 Valuation Dislocations?
Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations.
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White papersHong Kong-China Equities: Accelerating Areas of Opportunity
As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.
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White papersPushing on an Open Door: COVID-19 is Intensifying Long-term Macro Trends…Especially Debt Overhangs
The COVID-19 pandemic has had historic—and nearly immediate—repercussions for society, the global economy and policy. The aftereffects will last for many years, reinforcing long-term trends including deglobalization, populism and mounting debt.
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White papersThe digital divide, fracturing society
Without connectivity and digital skills large sections of society are at risk of being marginalised in the new economy. Senior investment strategist Daniel Morris talks to Anu Rames, technology and healthcare analyst for our Sustainability Centre, about the digital divide and the implications for investors.
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White papersSwipe right: The Tinder effect on real estate
It can be hard to perceive how society, and consequently our use of real estate, is changing. Sometimes, major structural trends are hiding in plain sight, says Chris Urwin.
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White papersQuarantined From Market Risk?
We look at whether “uncorrelated strategies” lived up to their label through the COVID-19 crisis.
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White papersKeep Your Eye on the Loser
The election’s winner will drive market sentiment for the next several months, but the loser could reshape economic policy for the decade.
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White papersFive charts that show Manchester is a city of the future
In this short, visual article we present five charts that show why Manchester is such a rich, vibrant and economically prosperous city. Our view is that the ingredients of connectivity, culture, talent, scale and scientific heritage make the city well-equipped to thrive in the coming years and decades.
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White papersRecovering scenarios and Emerging Themes
Erik Knutzen shares guidance on navigating the range of paths through the recovery and our Playbook 2.0 for capitalizing on investment themes.
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White papersIs Concentrated Investing Riskier in Today’s Uncertain Environment?
In a world of increased uncertainty, many investors’ natural instinct is to “hedge their bets” by diversifying, rather than investing in a concentrated strategy. But this year, a portfolio consisting of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio?
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White papersWhen Tax Alpha is Negative
It may come as a surprise to discover that tax-loss harvesting can result in negative alpha: Here’s what’s going on.
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Asset Manager NewsCoronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
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White papersWebinar – Nowcasting the US Economy
Join CME Group Chief Economist, Blu Putnam, as he shares insights using alternative data and nowcasting to monitor developments in the US economy.
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White papersSharpe Thinking: calling time
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent body ensuring that our investment teams perform in the best interest of clients.
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White papersThe AIQ Podcast: Risk and resilience in an age of uncertainty
The latest episode of the AIQ podcast explores the nature of risk in an uncertain world. How can we stay resilient when the unexpected occurs?
