All Commentary articles – Page 135
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White papersInvestment Grade Credit: Whatever It Takes
After the historic rollercoaster ride IG credit took in the first quarter, U.S. policymakers seem to have won the day, at least for now—with their own version of the phrase made famous by former ECB President Mario Draghi: Whatever it takes.
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White papersHow Will Economics & Politics Shape Markets in H2 2020?
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.
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White papersFast fashion during the pandemic
As global lockdowns forced high-street clothing shops to shut earlier this year, fast fashion has been under severe pressure. The coronavirus crisis has resulted in a slump in demand for new clothes, which has had a ripple effect across the industry’s international supply chains.
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White papersThe tipping point – a new reality for offices?
As offices around the world were shut down in response to government containment measures, in an instant, the working day was shoehorned into our kitchens, bedrooms and living areas. The immediate impact on our lives was one of necessity. CEOs congratulated their teams over the speed of this transition. But, before long, the natural question arose: “Will this lead to a more permanent shift?”
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White papersHow can private equity investors ensure capital is put to work through the Covid-19 crisis?
The Covid-19 crisis may interfere with the steady deployment of private equity capital. Investors will need to evolve their traditional view of the market to keep their money working as hard as possible.
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White papersWFH: Is it the death knell for offices?
Some real estate investors believe the successful working from home experiment during this crisis will lead to a long-term decline in demand for offices. We think this is premature.
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White papersQ&A: The Pandemic and Politics
Assessing the 2020 race in light of COVID-19, economic weakness and civil unrest.
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White papersThe Past, Present and Future of Insurance-Linked Securities
As the insurance industry has been potentially facing one of the biggest losses in history due to COVID-19, what lessons can we take from the past that could allow us to find opportunities in the future? Peter DiFiore, PhD, Managing Director of Insurance-Linked Securities, sits down with us to discuss the history of Insurance-Linked Securities, the impact of COVID-19 along with what the future might hold for the asset class as we move forward into the “new normal”.
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White papersHow to build back better, greener and faster: A 10-point plan for UK infrastructure
Boris Johnson has called for an ‘infrastructure revolution’ to help lift the UK economy out of its coronavirus-induced malaise. Private capital could and should play a large role alongside the public purse in delivering on that ambition, as Darryl Murphy sets out in a blueprint for the industry.
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White papersThe “Pandemic Put” Can’t Last Forever
As the second half comes into focus, investors will have to contemplate a world in which the risks remain—and the backstops come with strings.
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White papersEmerging market equities – Assessing the regional prospects
Even if we expect emerging market equities to outperform their developed market peers, country and sector differences, as always, will be significant.
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White papersECB QE Monitor – June 2020
ECB strengthened its intention to make its action long-term: The ECB revised its medium-term inflation target substantially on the downside. Core inflation is forecast to reach only 0.9% in 2022 (0.8% in 2020, 0.7% in 2021). The ECB justified the adjustment of the size of the PEPP by ...
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White papersGiving credit to decarbonisation (part 1)
What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers, and how can climate action positively impact the performance of companies?
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White papersThe day after #9 - Covid-19 crisis, a catalyst for change and strengthening the EU
The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will chair it and whether a new treaty for the union will be on the agenda remains unclear, but the need to address repositioning Europe post the Covid-19 pandemic is clear.
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White papersReal assets and the quest for resilient income
COVID-19 has made life harder for already yield-starved investors, and each asset class faces its own challenges. We draw on the latest thinking from our Real Assets House View and research team to highlight where reliable income sources can still be found in real asset markets.
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White papersThe inflation genie – Understanding the drivers for the medium term
The COVID-19 pandemic has revived a familiar conversation about the inflation genie escaping the bottle. The speculation is similar to the one that surfaced in the immediate aftermath of the Global Financial Crisis and at various points since then: That we are likely to experience a burst of inflation in the coming years.
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White papersAsset Allocation Committee Outlook - 3Q 2020
“We are confident that the economy will be bigger in 12 months’ time than it is today, and therefore we are biased toward taking risk. But we are unable to reconcile the the size and speed of the stock market rebound at the beginning of June with what is likely to be a gradual re-opening process and moderate medium-term growth.”
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White papersSharpe Thinking: reality sets in
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 papersCommercial Aviation Market Improving, Recovery Time is Uncertain
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover.
