All Commentary articles – Page 14
-
White papersHow ESG monitoring can enhance sovereign bond investing
Fundamental research has always been at the heart of our investment approach, The Capital SystemTM. We believe that analysing material environmental, social and governance (ESG) issues can help us better understand long-term risks and opportunities.
-
White papersUN PRI DEI action areas for investors: Reverse mentoring to shape an inclusive corporate culture
Each journey begins with a single step – a sentiment attributed to Chinese philosopher, Lao Tzu. Anyone tasked with executing change management at an organisation should regularly bear this in mind. Whilst benchmarking against your targets is essential, it’s important to recognise where you’ve come from and celebrate the small victories along the way.
-
PodcastCity in Focus #3: Copenhagen
Copenhagen - the city where everyone cycles - is one of the happiest and most liveable cities in the world. It’s so attractive that up to 9,000 new homes have to be built every year to keep up with demand.
-
White papersBiodiversity Equity, Annual report 2022-3
Our annual report looks at the battle against deforestation. Despite the scale of destruction to key global forestry regions, there is a developing consensus that collective action from multiple stakeholders can halt, or even reverse, the ecological damage.
-
White papersFixed Income Investment Outlook 4Q 2023: Staying Airborne
Tight monetary policy is slowing growth, but we see room to avoid a hard landing in the U.S. while Europe and China remain key risks on a global basis. In a higher-for-longer rate environment, shorter maturities offer opportunity, with potential for modest duration extension in the two- to seven-year range. Within credit, we favor enhancing quality and are finding particular value in securitized markets.
-
White papersHoly Grail of Smartphone: Apple of my AI (Eye)?
Read more on how the smartphone industry could be revolutionized by Apple’s new product launch.
-
White papersAsset Allocation Committee Outlook: 4Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
-
White papersHow to double climate ambition with international carbon markets
The use of international carbon markets could lead the world to nearly double climate ambition relative to the national targets for mitigating emissions (NDCs) at the heart of the Paris Agreement by 2035. And this would not increase the total costs of emissions reduction, according to research co-authored by a member of the investment team for LOIM’s Global Carbon Opportunities Strategy.
-
White papersEnergy Transition: Innovation Gives Way To Consolidation
Higher interest rates leads Mirova to focus on asset performance optimisation after intense pioneering period
-
White papersHow is precision agriculture transforming food systems?
The transition to new food systems will disrupt existing profit pools across industries and create new ones. This transformation is anticipated to potentially generate annual revenues of USD 1.5 trillion globally by 2030.
-
White papersSolar points the way to a hopeful future
“Here comes the sun” sang George Harrison on The Beatles’s 1969 hit track of the same name. Written by George as spring ushered in warmer, sunnier weather after a typically chilly British winter, the song conveyed his joy at this simple changing of the seasons.
-
White papersReal Estate: why economic growth will be less important to long-term returns
Long-term trends will affect real-estate performance more than short-term economic growth. Here are 4 reasons why.
-
PodcastOuterblue Talks Research – Beyond crypto; Understanding central bank digital currencies
Payment habits have evolved dramatically over the last few decades. The use of cash has been shrinking for some time, but this phenomenon was rapidly accelerated by the Covid crisis.
-
White papersFive questions on the recent escalation in Israel
The recent escalation: Hamas, most likely backed by Iran, attacked Israel over the weekend, resulting in a strong response from the Israeli defence forces. The Israeli Prime Minister termed this terrorist attack as an act of war.
-
White papersDo biofuels have a role in a sustainable world?
This is an educational research commentary from holistiQ Investment Partners, the sustainable asset-management business formed by LOIM and Systemiq.
-
White papersWhy are interest rates rising?
The interest-rate environment in the US could not be worse, due to both the country’s fiscal situation and hawkish monetary policy. In this weekly instalment of Simply put, we analyse these two factors and their impact on rates.
-
White papersMacroeconomic and financial market forecasts - October 2023
Macroeconomic forecasts as of 9 October 2023
-
White papersLimited hit from energy price rise on US consumption so far
The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since July has brought the topic back to light. We find that it would take a material rise in energy prices and a combination of negative factors for households before there is a visible toll on overall spending. We’re not there yet and anticipate only a marginal impact on consumption at this stage
-
White papersCross Asset Investment Strategy - October 2023
Topic of the Month: Limited hit from energy price rise on US consumption so far
-
PodcastFrom Hype to Reality: The Impact of Generative AI
Artificial intelligence (AI) has taken the world by storm, capturing our curiosity and driving massive investment in technology infrastructure.
