All Commentary articles – Page 64
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White papersUniquely Japan: Navigating Asia’s largest advanced economy
Economic intricacies and structural challenges are commonplace in Japan. But looking through the lens of individual companies shines a different light on the nation.
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White papersAdvanced Investment Phazer: a guide to dynamic asset allocation
Economic cycles have been a crucial driver for financial markets, making regime-based dynamic asset allocation (DAA) a common practice in supporting optimal portfolio construction. Changes in key economic indicators, monetary policy trends and the evolution of financial leverage have proven a reliable guide in identifying business cycle phases.
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White papersFive ways to fight ESG scepticism
It has been a mixed year for sustainable investment. On the one hand, the financial sector has signed up to net zero commitments en masse – not to mention the sector-wide efforts to prepare for and implement SFDR. On the other hand, scepticism has grown around how deep the implementation of ESG integration and sustainable investment practices really go.
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White papersHow to overhaul Europe’s outdated budget rules
Europe’s budget rules are in dire need of an overhaul. A new regime of higher inflation means the European Central Bank cannot on its own support growth or prevent fragmentation. But governments are hampered by fiscal constraints that are too simplistic and which, after years of breaches, lack credibility.
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White papersIs UK real estate heading back to the 1970s?
UK commercial real estate is facing 1970s-level inflation, but does it face the same boom and bust it did over 50 years ago?
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PodcastListen now to the second episode of RedevCast
In the second episode of RedevCast, Ton van de Grampel, Redevco’s Chief Human Resources Officer and two members of our NextGen board: Ángel González Ochoa and Robin Visser explore how the Next-Gen board evolved, what it does and its plans for the future.
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White papersHow to smarten up cities
What we need are not new smart cities but ‘smartened up’ cities to deal with the challenges of decarbonization, demography, digitalization and urbanization, argues Mahdi Mokrane, Head of Global Investment Strategy, Research & Investment Solutions at PATRIZIA.
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PodcastHow the Space Economy Is Achieving Liftoff
In the 65 years since Sputnik launched, many people on Earth have been curious as to what is attainable to us within our solar system. Though in recent years, the emergence of the “Space Economy” has provided more context into what market opportunities are getting created from this rapidly growing industry.
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White papersDespite headwinds, ESG continues to perform
Our latest research shows that despite headwinds, ESG continues to be a strong driver of shareholder returns.
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White papersEuro Parity: Threshold or Boundary?
The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.
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White papersSocial issues rise up voting season agenda
This year’s voting season saw a rise in shareholder resolutions on social issues in North America and Europe, along with the mainstreaming of management-proposed say-on-climate votes. Amy Wilson and Laura Jernegan examine some of the key meetings and shareholder proposals.
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White papersThe spoils of the pandemic: in this together?
Covid-19 laid bare the social inequalities at the core of our economies. Through stewardship and engagement, investors can be the quiet force behind the solution, writes Diana Glassman, EOS engager.
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White papersThe wages of fear
With new US regulations and EU due diligence rules coming down the track, companies will need to work harder at identifying human rights risks in their supply chains. How do we engage with companies on this challenging issue?
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White papersThe modern meal deal: a constant craving
In the sixth article in our Insights series on the social and environmental impacts of the global food system, Zoe de Spoelberch examines the supersized problem with ultra-processed and pre-packaged food.
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White papersCase study: Akbank
In this latest case study, the Emerging Market Debt team explains how engagement with Turkish lender Akbank is encouraging improvements in governance, sustainable lending and carbon footprint accountability.
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White papersA turning tide? Why contrarians are turning to China
This year could turn out to be the Year of the Tiger for Chinese equities after all, argues Federated Hermes fund manager Jonathan Pines.
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White papersAMN Healthcare: Engagement commentary
As the leading healthcare staffing company in the US, AMN has the ability to lead the healthcare industry on the issue of gender pay.
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White papersWhy companies need a just transition plan
Moving to a low-carbon economy will have a profound impact on society. How can companies ensure they align with the Paris Agreement without disadvantaging certain segments of the workforce? Velika Talyarkhan and Sarah Swartz examine the case for a just transition.
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Asset Manager NewsGTIS eyes OZ, BTR, special sits credit
$4.7bn firm to begin developing industrial and multifamily projects in house, says founder Tom Shapiro
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White papersOn my mind: The Fed - do you hear me now?
Fed Chairman Powell delivered a forceful and unequivocal message today at Jackson Hole, pushing back against market expectations of an early pivot back to rate cuts.
