All Commentary articles – Page 60
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White papersIndia 5G: Data Is the New Oil
While India is set to overtake China to become the world’s most populous country in April as forecast by the United Nations, it is also keen to establish its position in the 5G landscape. Following rapid 5G deployment in China, the U.S. and other pioneering countries in 2019, India is now leading a new wave of 5G network rollouts. The government concluded its largest-ever spectrum auction in August 2022, and 5G services are already available in 13 cities.
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White papersFinancial reform in China – A step forward, or backward?
In early March, at this year’s National People’s Congress, China’s leaders approved the State Council Institutional Reform Plan. It sets out to restructure government ministries and regulatory bodies to enhance policy and reform efficiency. For financial markets, the overhaul of the financial regulatory regime will be the main point of interest: Could it spell progress or regression in achieving a better outcome in the trade-off between stability and efficiency in capital allocation?
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White papersA rocky net zero pathway calls for a new approach to portfolios
There’s a growing global consensus on the urgent need to combat climate change. But governments’ uncoordinated reactions to energy price spikes in the past year showed that a successful and orderly transition to a greener economy is far from guaranteed.
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White papersA tale of two markets: Contrasting the fortunes of European and US High Yield
The European High Yield (HY) market has outperformed the US market over the last five, 10 and 20 years. We compare the trends in charts and ask: Will this continue and what are the main similarities and differences between the US and European markets?
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White papersFixed-Income Outlook: Getting a Grip in Slippery Markets
Market twists and turns challenged fixed-income investors in the first quarter, as markets responded to swings in economic and inflation data and central banks struggled to control the wheel. Then, in March, the collapse of two large commercial banks triggered a significant repricing of risk and sent markets into a skid. Below are our key takeaways, as well as strategies for gaining traction in uncertain conditions.
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White papersData centers: The tenants behind the demand
We are living in the digital age. Society relies on digital applications—and the data creation, storage, and processing they require—for work, education, transportation, entertainment, healthcare, and just about every other aspect of our modern lives. In fact, three times as much new data was created and consumed in 2022 than 2018.
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White papersPrivate Credit: An All-Weather Asset Class
As private-credit markets continue to expand in size, choice and sophistication, we believe they should play an important role in well-diversified investment portfolios.
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White papersEngagement case study: Pfizer
Pfizer, in response to investor feedback, published its “Industry associations – Report on incongruencies” which provides greater transparency into how its public policy positions are aligned with the trade associations of which it is a member.
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White papersImpact Opportunities Equity Q1 2023 report: The electric revolution
In our latest quarterly update, we consider the future of the electric revolution and ask: Is the EV market at an inflection point? Looking forward, what will prove the best way to play this theme?
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White papersBanking 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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White papersParadise: 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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White papersMarkets 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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White papersMultinational 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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White papersBiodiversity: 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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PodcastMegatrends: 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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VideoHow 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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White papersExploring 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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White papersDiversity 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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White papersSustainability: 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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White papersEuropean 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.
