All Commentary articles – Page 32
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White papersWhy 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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White papersTechtronic 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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White papersPrivate 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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White papersSunshine 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 NewsMarket 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 papersFinding 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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White papers3Q 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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White papersAsset 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 papersIs 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 papersFour 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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White papersGlobal 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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PodcastFixed 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 papersReal 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.
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Asset Manager NewsStanding tall: outlet centres’ continued resilience a rare chink of light for retail sector
In recent years, headlines regarding the retail sector tended to be on the more sensationalist, negative side of the spectrum.
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White papersHarrison Street Insights: Core Real Estate is out of “Alternatives”
Investors can benefit from increased diversification to alternative sectors.
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White papersThe role of real assets in today’s investment landscape
The market is pricing a rapid return to low and stable inflation. Supply-side risks threaten those expectations and heighten the attractiveness of real assets.
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White papersThe Bridge to the Future
This year’s recommendation for vacation reading is the epic story of the building of the Brooklyn Bridge, resonant with dilemmas we still recognize today.
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White papersTen for 2023—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they expected to be prominent in the markets during 2023. With the year now half over, we revisited these concepts to see how they’ve played out so far. We give ourselves an interim grade for each one and assess our outlook for the second half of 2023.
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VideoMegatrends – Quality
(2:06) Client Portfolio Manager, Nicole Vettise asks why quality is more important now than ever for equity investors.
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VideoMegatrends – Value
(1:58) Client Portfolio Manager, Nicole Vettise examines the opportunities for value style equity investors in the current environment.
