All Commentary articles – Page 52
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Banking woes take centre stage
We reflect on a tumultuous week in the banking sector as markets take stock of UBS’s bailout of Credit Suisse. Amid echoes of the past, our experts ask: is there more to come?
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Paradise: a development without the divide
Our Q1 real estate case study looks at a 17-acre regeneration scheme that helped revitalise the centre of Birmingham and has a focus on delivering both a financial and a social return.
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Markets take a breath after a week of turmoil
Markets stepped back from the brink this week, following intense stress engulfing Credit Suisse and European banks.
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Multinational companies can thrive in tough times
As a portfolio manager, I invest in many large, multinational companies. The most common question I get these days is whether I am worried about the impact of de-globalisation. The risks are clear: rising US-China tensions, the war in Ukraine, increasing trade barriers, broken supply chains, a painful bear market and a slowing global economy.
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Biodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
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Podcast
Megatrends: The Great Wealth Transfer
Megatrends can change economies and societies but what happens when the trend involves the transfer of $84 trillion in wealth? Manju Boraiah discusses how tax management should be in the forefront of investors’ minds.
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Video
How to Gauge a Good Growth Company
I think everyone’s trying to figure out what happens with the economy on a global basis. What’s the impact of interest rates, where do they ultimately settle out? We’re focused on businesses.
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Exploring the carbon offset market: Issues, reforms and the future
The voluntary carbon market has come under criticism recently after research accusing many offsets of being worthless. Thibaud Clisson takes a closer look at the carbon offsets market, its usefulness and the work being done to improve its integrity.
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Diversity and Inclusion—an Investor’s Handbook
Companies are beefing up their DEI initiatives to attract and retain employees amid increasing regulatory requirements. DEI can contribute to an inclusive corporate culture and provide firms with a distinct edge over less-proactive competitors. For investors, the key is knowing which criteria to look for when evaluating companies.
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Sustainability: Expanding infrastructure’s parameters
While essentiality and high barriers to entry have long been trademark infrastructure traits, the asset class is increasingly being defined by sustainability.
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European market outlook: Clouds on the horizon
After a decade of ultra-loose monetary policy, we are starting to see the intended and unintended consequences of one of the most aggressive periods of monetary policy tightening in history.
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Plastic waste: linear today, circular tomorrow
The transition to a CLIC® economy that is clean, lean, inclusive and circular means moving away from the current WILD economy that is wasteful, idle, lopsided and dirty. At LOIM, we believe that profound change is required in three key systems, including how we make and use materials in order to transition to a more circular model: nowhere is this more apparent than in plastics.
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How vulnerable is EM debt to volatility spillovers?
At the beginning of the year, the three major factors driving emerging market (EM) debt were US financial conditions, the dollar and global growth. All three look likely to have been changed by the current shock to the banking sector.
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Examining technology as a real estate disruptor
In our final article of a three-part proptech series, we examine technological advancements driving change throughout the sector.
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Tailwinds propel life science sector forward over the long term
Sentiment for the life sciences sector reached a fever pitch during the COVID-19 pandemic; global attention turned to the biopharma industry as it mobilized in record time to deliver life-saving vaccines.
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Podcast
The Deal or No Deal of Event-Driven Investing
Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades.
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ChatGPT on the wall, should 5G be abandoned at all?
The emergence of revolutionary artificial intelligence chatbot technology has created strong competition among major tech companies, all vying to create their own versions. But 5G also plays an important role in this market.
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China’s role in global trade and why it still matters
China is a big deal: it singlehandedly accounts for more than 18% of the world’s GDP (gross domestic product). Across the world’s 10 biggest economies it is the top trading partner for eight and a top five partner for the remaining two. It has the world’s largest trade surplus at $676 billion, which is roughly equivalent to the GDP of Poland.
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Living on a Prayer
The Federal Open Market Committee hiked rates by 25 basis points (bps) and kept its quantitative tightening plans in place. It did acknowledge that financial conditions have tightened and progress has been made on inflation. However, it seems to think it can simultaneously tighten monetary policy to fight inflation while providing support to the financial system. The Federal Reserve (Fed) may be living on a prayer instead.
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Exploring sustainability in infrastructure
While investors are often attracted to the sustainable nature of infrastructure returns, how much do they know about the sector’s alignment with environmental and social goals?