All Commentary articles – Page 49
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White papersWhat Jerome Powell Really Wants for Christmas
Jerome Powell surely has a holiday wish list, especially facing a new year of slower growth, rising prices and inverted yield curves.
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White papersFixed Income Views: The markets vs. the Fed
Despite a challenging macro environment with elevated inflation and a looming recession, the Franklin Templeton Fixed Income team has a constructive fixed income outlook. Fixed Income Views presents the team’s first-quarter 2023 outlook.
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White papersInfographic – Progressing to net zero: BNP Paribas Asset Management’s roadmap
From developing SRI investment solutions to publishing our net zero roadmap, BNP Paribas Asset Management’s journey as the sustainable investor for a changing world continues to advance. In phases, we are working towards becoming a net zero asset manager, building on our longstanding efforts in sustainable investing.
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White papersPrivate Equity in the Economic Headwinds
Against the current economic headwinds, concerns about sourcing, financing, managing and selling private equity assets are understandable—but might these concerns be obscuring the underlying resilience of the asset class?
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White papersBroadening Access to Private Equity
While private equity investors have benefited from the return premiums and diversification of the asset class for over 20 years, complexity and barriers to entry have inhibited the democratization of private equity for individual investors.
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White papersCOP27: Treating the Symptoms, Not the Disease
In many respects, COP27 was neither feat nor flop.
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White papersThe price of sustainability
Over the past couple of years, sustainable companies aligned with the UN Sustainable Development Goals (SDGs) have underperformed – but for the Federated Hermes Global Equities team, this could be about to change.
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White papersBeyond reopening: China’s transformation
Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year, says James Cook, Investment Director for Global Emerging Markets at Federated Hermes Limited.
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White papersProtect, sustain, restore: Why the Amazon matters
Our Biodiversity Equity team explains how investors can play a crucial role in halting and reversing deforestation.
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White papers2023 emerging market equity outlook: Several catalysts point to a potential rebound
In our analysis, emerging market (EM) equities may have an asymmetric return profile in 2023 given several catalysts, including peaking inflation, the potential for a weaker US dollar, recession risks in the United States and EU, and a shift in policies in China from zero-COVID toward growth. Get Franklin Templeton Emerging Markets Equity 2023 outlook.
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White papersAlibaba case study
We have engaged extensively with Alibaba on corporate governance, ESG strategy and reporting, and are pleased to see various improvements. There remain important areas of further engagement, including on governance: separation of the chair and CEO, appointment of a lead independent director and improved board director engagement with minority shareholders.
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White papersChina enters ‘new phase’ of Covid recovery following civil unrest
Just over a month into his unprecedented third term, Chinese president Xi Jinping sees authority tested by wave of political protests in response to Beijing’s stringent Covid-19 restrictions and outcry over media suppression.
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White papersFiorino: Leverage will tear us apart, again
Fiorino charts the gravitationally risky path of the UK pension system after it veered dangerously close to the point of implosion.
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White papersHas the dollar hit its high-water mark?
A weaking dollar raises questions on the future trajectory of Fed monetary policy.
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White papersChina stocks rally on property support and Biden-Xi meeting
Investor appetite for shares and bonds has recovered following news Beijing is ramping up support for the real estate sector.
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White papers2023 Global Public Real Estate Outlook Report
Hazelview Investments has released its 2023 Global Public Real Estate Outlook Report! Taking a forward-looking viewpoint and leveraging lessons learned from previous recessionary cycles, our Global Securities team provides insight on what we can expect in 2023 and spotlights companies we believe will deliver outsized returns.
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White papersFTX fallout and the future of digital assets
The FTX fallout is creating a reckoning in digital assets and cryptocurrencies. However, there are three takeaways from this event that point toward continued progress for the industry, according to Franklin Templeton Head of Digital Assets and Industry Advisory Services Sandy Kaul.
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White papersFed hikes by a little less, but promise more to come
After hiking its policy rate by 75 basis points at each of the prior four meetings, the Fed took its foot off the brakes a bit, raising rates by only 50 basis points at its final meeting of the year. Inflation concerns remain, despite a string of softer data, but risks to higher prices and slower growth now appear more balanced than they have for several years.
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White papers2023 digital assets outlook: Poised for growth
Digital Assets are poised to continue growing as more businesses adopt these new technologies, more regulations push forward to protect consumers, and more investors deepen their understanding of the industry. Roger Bayston shares his 2023 outlook.
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White papersESG Viewpoint: Biodiversity Best Practice and Engagement Approach
Nature loss poses financially material risks for asset managers. We explain how biodiversity risks can be assessed, outline our approach to engaging with businesses on the topic and detail our best practice framework.
