All Commentary articles – Page 123
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White papersHydrogen: science fiction made real?
Fourteen member states of the European Union (EU) have already included a strategy for the use of hydrogen as part of their plans to support the post COVID lockdown economic recovery plans. David Czupryna, Head of ESG Development at Candriam, writes that the recent investment package of EUR15bn by the German and French governments is a serious step but only one of many required, with a lot of investment and opportunities still to come.
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White papersHidden ESG gems: the “improvers” philosophy
Traditional alpha opportunities tend to be found in underappreciated areas of the market where an expected improvement in fundamentals will lead to a rerating of the stock. The same can be said for ESG investing: companies that embrace and improve their ESG profile will be rewarded by the market.
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White papersInstitutional Investors – are you embracing the evolution in responsible investing?
The asset management industry is experiencing an evolution which has been a long time coming – the volume has been turned up on responsible investing and institutional investors are at the heart of this transition. The global pandemic and high-level concerns around climate change have brought a new sense of awareness, the knowledge of long-term risks and opportunities associated with environmental, social and governance (ESG) factors.
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White papersThe Golden Age of Health Care Innovation Meets Rising Global Need
Innovative new treatments are revolutionizing medical care to meet the growing needs of an aging global population.
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White papersReal estate 2021 outlook
No one can deny how challenging 2020 has been. As coronavirus spread around the globe, life for many was put on hold. Unprecedented government-imposed measures curtailed social and economic activity to protect people’s health and save lives.
Looking to 2021, the pandemic continues, but people continue to adapt, adjusting to the new normal as treatments for the disease improve and vaccine hopes are high. -
White papers2021 Investment Outlook Report
Our comprehensive Outlook Report addresses in further detail both the macro and asset class specific themes we have identified and examines the evolution of the investment environment over the past 12 months.
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White papersKey themes for 2021 - Infrastructure Outlook
As we approach the end of 2020, the infrastructure sector looks to have weathered the COVID-19 crisis reasonably well. While certain sub-sectors were severely impacted, 1Q20 valuations for the sector were more resilient than other alternative asset classes and infrastructure companies saw fewer downgrades and defaults than their equivalent corporates.
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White papersLight at the end of the tunnel for multi-factor equity investing?
Multi-factor equity investing has underperformed in 2020 as a small number of growth stocks left the peleton far behind.
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White papersWhy it’s so Hard to go Bankrupt… And Why That Will Change
Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
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White papers2021 outlook: Dark tunnel. Bright light
Macro risks associated with the coronavirus have loomed over global markets and economies for nearly a year, and will continue for at least several months. But beyond this dark tunnel, we see a more normalised environment driven by fundamentals. Nuveen’s Global Investment Committee explores
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White papersOutlook 2021 – Future investment opportunities: green hydrogen
In efforts to transition to a low-carbon or even zero-emissions economy, green hydrogen – a source of energy that is odourless and produces only water when burned – can play a major role, making it a key investment opportunity of the future. Producing this fossil-free fuel at scale will require setting up an entirely new industry from scratch.
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White papersCreating Resilient Pension Portfolios Post Covid-19
Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.
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White papersYour Questions Answered by Impact Opportunities
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papersGetting Smarter Around Disruption
With innovation continuing to pave the way through the digital revolution of today, consumers and investors alike have wanted to know what could become the “next big thing” across industry sectors. As more and more groundbreaking business concepts continue to enter the market, one might wonder what is it about an idea or concept that makes it truly disruptive? And what is the thought process behind it?
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White papersGreen News & Views: Sustained strong results for REPM in the 2020 GRESB Assessments
Following on from previous years’ strong results, REPM’s sustainability efforts continue to be recognized by the industry, with strong performances across the globe in the 2020 GRESB Real Estate and Infrastructure Assessments despite a new baseline for scoring and a more competitive peer group environment.
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White papersLooking ahead - Top 10 real estate questions for 2021
When we looked ahead to 2020, back in early December 2019, we have to confess that we did not even mention COVID-19, let alone foresee the massive impact that this new virus would have on the world. However, some of the predictions we made then have proved prescient. In our latest Top 10 real estate questions, we explore how the year developed and provide our predictions on real estate for 2021.
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White papersNon-IG News: U.S. Elections and Implications for the Energy Sector
The Biden administration represents a significant shift in Energy policy from the prior administration. Robert Gephardt, Energy Sector Team Lead & Senior Analyst, discusses his views on how this could impact the Energy sector and what it means for Non-Investment Grade Energy, in particular.
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White papersHeading into 2021, what do we think about credit markets?
We think that a combination of improving fundamentals and ongoing monetary stimulus will push spreads towards new record tight levels. We see also room for spread compression in high yield. Sustainably low financing costs make high debt levels much more manageable. Consequently, investors should now focus more on the ability of companies to generate profits rather than their level of debt.
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White papersBig Tech at the crossroads…
Big Tech’s stock market performance has become more hesitant. A simple market rotation or a more durable phenomenon? With the exit from the crisis getting closer, sectors shunned during the pandemic could actually benefit from a catching-up movement. However, between its disruptive nature which is cannibalising traditional companies and interest rates which, apart from a slight increase, look set to remain durably low, Big Tech retains major advantages. Especially as its valuation is less exceptional than it seems, provided however that its profits momentum remains sustainable…
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White papersMacroeconomic picture - December 2020
United States: after a record contraction in Q2, and an extraordinary rebound in Q3, we expect a significant deceleration in Q4, influenced by the new rise in Covid-19 cases and given the signs of a progressive deceleration in several economic and behavioral indicators. Next year’s growth outlook remains supported by the supportive mix of monetary and fiscal policy.
