All Commentary articles – Page 21
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White papers
Food for Thought: Investment Opportunities Across a Changing Food System
From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose. But with the global food system representing just 10% of global GDP, why should institutional investors care?
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White papers
Are US small caps ready for the handoff from bear to bull?
Royce Investment Partners: Current fundamentals and history may be signaling a small-cap run.
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Data centers: Viable for the long term
Will big advancements in technology—like artificial intelligence—render existing data centers obsolete? Consensus is no.
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Bright solutions for smart cities
Pity the bats. And the moths. Also, the foxes, turtles, frogs and flowers. For humanity’s fear of the dark has led us to flood our planet with artificial light to drive away the shadows. According to The New World Atlas of Artificial Night Sky Brightness, more than 80% of the world and more than 99% of the United States and European cities have light-polluted skies.
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White papers
Accounting for AI risk in ESG investing – It’s a black box
Interest in artificial intelligence has ballooned, fuelling widespread expectations that AI technology could soon play a significant role across many industries. Talk of its benefits, however, is being matched by concerns over its environmental, social and governance (ESG) impact.
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To build a home: Chartology
More ambitious pledges to change planning laws are needed to cut into structural imbalances in the UK housing market, says Andrew Lennox, Senior Portfolio Manager.
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Why forever chemicals aren’t going away
The accumulation of harmful chemicals in the environment over time poses serious risks to wildlife, the food chain, and human health. Joanne Beatty explains the nature of forever chemicals and how we engage with companies on this topic.
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Techtronic Industries case study
Techtronic has taken steps to ensure responsible sourcing of raw materials, introduced clear climate-related targets, and demonstrated progress in board diversity since our engagement on these issues began in 2018.
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Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why they’re doing it now.
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Sunshine in the U.S.—For Now
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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Asset Manager News
Market Update second quarter 2023
Now that we are two quarters into the year, it is becoming clearer that, in 2023, European economies will experience the consequences of the Russian invasion in Ukraine the most.
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White papers
Across the Universe #2 - The Energy Transition
In this second edition of ‘Across the Universe’ devoted to the energy transition, Hervé Guez, CIO for Equity, Fixed Income and Socially Responsible Investment, Raphaël Lance, Head of Energy Transition Funds, and Marc Romano, Head of Impact Private Equity at Mirova, discuss the strategic role of investors in channelling financing towards innovation and solutions for the energy transition.
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Finding equity opportunities in the deforestation fight
Ending forest loss is a target climbing the policy agenda. As governments adopt regulations for deforestation-free products, companies face growing pressure to disclose supply-chain data, including the volumes and origin of commodities. We use case studies, sourced from the latest annual sustainability report for our Circular Economy equity strategy, to highlight both the challenges and opportunities this presents.
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3Q 2023 Strategic Investment Outlook
A narrow market, led higher by a small number of stocks, has been doubly painful for many investors in 2023.
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Asset Class Return Forecasts - Q3 2023
Optimism was definitely behind the respectable performance registered by risky assets in the last quarter. However, the economic backdrop does not look overly positive. On the price levels side, US headline inflation is receding, although the core measure - more important for monetary policy decisions - is proving to be stickier. The latest European and UK inflation numbers signal that price growth is cooling.
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White papers
Is there a recession on the horizon?
This week’s edition of Simply put focuses on a quant conundrum related to our indicators: our US growth indicator remains firmly at low levels. Is it a false signal? Should we reconsider the indicator itself?
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White papers
Four critical elements for asset managers to meet the biodiversity challenge
Our biodiversity system is deteriorating at an alarming rate and its loss is causing damage not only to the natural world but to the wider planet, society, and the global economy.
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Global Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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Podcast
Fixed on ESG, EP.15
Is deep-sea mining a viable solution for metals scarcity and key to the green transition? It’s not that simple.
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White papers
Real Assets 2.0: Riding the Next Wave in Infrastructure Investing
The new generation of infrastructure is creating opportunities with characteristics similar to those of traditional infrastructure—yet often at values the market may not fully recognize.