All Commentary articles – Page 18
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White papers
Geopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
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Podcast
A Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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Video
Continued ESG improvements across PATRIZIA funds: Commentary on the 2023 GRESB results
Three PATRIZIA funds – European Infrastructure Fund (EIF) II, Smart Cities Infrastructure Fund (SCIF) and PanEuropean Fund – achieved 5* ratings for ESG performance in this year’s GRESB results.
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White papers
Fixed Income Perspectives Q4 2023
Quarterly macro and market insights from Capital Group’s fixed income team.
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White papers
The tech underpinning ESG: estatements magazine 2, 2023
estatements is PATRIZIA’s thought leadership magazine, which is published twice a year. The theme of our latest edition is ‘the tech underpinning ESG’.
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White papers
Nuclear energy: still dividing opinions
Seventy-eight years after the detonation of the first atomic bomb, nuclear technology continues to divide opinion. Proponents herald its ability to deliver clean and reliable energy. Critics argue it is simply not worth the risk.
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White papers
Private assets views Q4 2023: selectivity is key
The latest update from our private assets business highlights new investment opportunities arising from global themes of decarbonisation, increasing deglobalisation trends, evolving demographics, and the AI revolution.
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White papers
How 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.
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White papers
UN 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.
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Podcast
City 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.
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White papers
Biodiversity 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.
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White papers
Fixed 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.
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White papers
Holy Grail of Smartphone: Apple of my AI (Eye)?
Read more on how the smartphone industry could be revolutionized by Apple’s new product launch.
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White papers
Asset 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.
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White papers
How 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.
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White papers
How 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.
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White papers
Solar 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.
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White papers
Real 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.
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Podcast
Outerblue 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.
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White papers
Five 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.