All Commentary articles – Page 85
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White papersEmerging market debt outlook for 2022
Inflation remains elevated in emerging markets (EM) with ongoing but manageable risks. A significant proportion of the shock to EM inflation can be attributed to volatile food and energy prices. Normalisation of supply chains and base effects should help.
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White papersGrowth or Value? For Active Managers It Can Be Both
In this Equity Markets, five of our equity teams offer their views that the traditional growth or value distinction for stocks based on index construction could be misleading.
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White papersAllocation views: Which way next?
Our Franklin Templeton Investment Solutions team comment on how inflationary pressures continue to build as markets wrestle with the easing of the pace of growth.
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White papersInvestors reveal their top ESG roadblocks
As demand for ESG (environmental, social and governance) investing grows, the lack of consistent and robust data remains among the biggest challenges for institutional and wholesale investors globally.
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White papersUnravelling the conflicts in ‘Double Materiality’
Where do you draw the ‘moral’ line and how do you have a genuinely positive impact?
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White papersLong-term perspective on markets and economies - 2022 Outlook
As we head into a new year, it’s clear in hindsight that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak. In my view, that means the powerful upswing in equity prices since then is simply a continuation of the bull market we’ve seen over the past decade. Market leadership today is essentially the same as it was before the pandemic.
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White papersHow can investors align to net zero?
Financial institutions are committing to decarbonising their lending, investment and insurance activities. But understanding the impact of this new way of allocating capital requires new analytical tools. What are the emerging best practices in measuring real emissions reduction, and how should investors implement them?
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White papersGlobal poverty and the role businesses can play to help put an end to it
The Sustainable Development Goals (SDGs) are a blueprint for a better and more sustainable future for all. It is therefore right that the first of them is to “end poverty in all its forms everywhere”. However, the onset of the Covid-19 global pandemic has dealt a big blow to this aim, with global poverty increasing last year for the first time in decades.
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White papersListed impact investing: a crucial role for a sustainable future
The current situation solidifies one of our deepest convictions: finance, particularly impact investing on the listed markets, has a key role to play in creating a more sustainable, more resilient ecosystem.
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White papersNet zero and just transition for pension funds
The Conference of the Parties (COP) 26 in Glasgow represents a new milestone in the global fight against climate change, with a more climate-friendly US administration and growing mobilisation in favour of “Net Zero”.
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White papersMaking Sense Of ESG Data– How To Quantify SDG Contribution
Sustainability is one of the world’s most prevalent topics, and within asset management investors are accordingly shifting their portfolios towards environmental, social and corporate governance (ESG) investing. As a result of this increased demand for ESG investing, various frameworks have emerged such as ESG rating, ESG metrics and Sustainable Development Goal (SDG) impact.
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White papersFrom climate change to biodiversity, and vice-versa
In addition to taking note of the extent of the climate crisis, successive IPCC reports have stressed that carbon neutrality must be achieved while protecting biodiversity.
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White papersInsurance Linked Securities: developing climate resilience
Insurance Linked Securities (ILS) are an alternative asset class where investors’ returns are primarily linked to the occurrence of natural catastrophes. Since the majority of exposures emanate from climate-related risks, the potential impact of climate change is a key consideration for ILS managers and investors.
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White papersMeasuring a country’s carbon emissions: A debate with high stakes
As the effects of climate change become increasingly apparent—from rising sea levels to more frequent and devastating natural disasters—the need for action becomes more urgent by the day. Environmental responsibility has permeated all sectors of the financial industry.
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White papersLong-term investors absolutely cannot afford to function without a Climate lens (and why that may not be enough)
Part 1: We are all climate investors now.
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White papersIn search of an ESG standard in a sea of ESG ‘standards’
International Financial Reporting Standards (IFRS) and US Generally Accepted Accounting Principles (GAAP) have given us the tools to compare and evaluate revenue streams from vastly different sectors and industries.
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White papersSix best practices for carbon offsets
As investors and companies increasingly seek to address the risks of climate change, there is growing debate about the use of carbon offsets in achieving net-zero emissions. We think there’s room for a measure of offsets to achieve carbon neutrality, provided best-practices are followed.
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White papersThe global race to net zero
Leading global asset managers aiming to achieve net zero greenhouse gas emissions by 2050
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White papersClimate change risk metrics: The rising tide
The industry is now seeing an expansion in data-driven practices, with new climate datasets emerging and becoming mainstream. Climate change itself is a phenomenon comprised of many interlinked processes, each with their own risks and uncertainties. To cater to the growing demand for quantitative climate change risk metrics, vendors have begun to explicitly model climate change risk.
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White papersThe wheat and the chaff: Man Group’s case study in rating an RI Fund
As responsible investing becomes default best practice, it is increasingly important that allocators can separate the wheat from the chaff, distinguishing genuine responsible investment managers from those that greenwash. Below, we provide a case study that sets out the best practices for allocators.
