All Commentary articles – Page 88
-
White papersCosts, margins, labor are key
What are the major issues or trends you think investors should watch most closely for the rest of 2021 and why?
-
Research ReportReal Estate Outlook – Edition 3, 2021: Undertows diverge by sector
Strong economic recovery, but Delta variant poses a threat. Office and retail sectors continue to have hardships, but more dynamic sub-segments have upside surprise factors. Post-pandemic pent-up demand is supporting the multifamily sector. Logistics continues to outpace expectations and is expected to have staying power.
-
White papersHistoric IMF SDR Allocation: What Does It Mean for Emerging Market Debt?
The recent IMF allocation to member countries will look to build confidence and foster the resilience and stability of the global economy.
-
White papersInfrastructure debt – Opportunities in the post-COVID recovery
As the global economy recovers from the COVID pandemic, companies and governments are re-thinking how economies operate and focusing on rebuilding in a more sustainable way. Recovery efforts are being supported by ambitious government spending plans that focus strongly on infrastructure.
-
White papersDeep Water Waves
Join the discussion with our strategists and explore the interplay between the long-term drivers that face investors over the coming decade.
-
White papersHow Big Data Casts New Light on Reopening Stocks
Our recent work on the COVID-19 Delta variant not only reminds us that data science can give us insights into the pandemic, but also about the ways alternative data need to be marshaled to provide actionable information for our investment views.
-
White papersWhat does heightened China risk mean for investors?
In July, China’s equity market suffered one of its worst monthly declines in a decade amid escalating regulatory pressures. The steep fall has raised concerns about the risks and outlook for investing in Chinese equities.
-
White papersAre emerging markets on the cusp of a dividend boom?
EM dividends have remained steady even as global pay-outs were decimated by the pandemic. Here are the factors driving EM’s strong dividend growth potential.
-
White papersThe ABCs of the Delta Variant: Anxiety, Boosters and Communication
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
-
PodcastThinking Big When It Comes to Small Caps
The word volatility is not something that’s foreign to the small-cap market. However, with the rise of the meme stock phenomenon making headlines earlier this year, many people around the world have likely been keeping their eyes out for unique opportunities in the market. But when it comes to small caps, what other investment tools might be available to new and seasoned investors alike?
-
White papersClimate emergency: The state of the planet
The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.
-
White papersOn Post-Pandemic Growth and Inflation
Ed Perks examines the factors should likely support economic growth, and how he views inflation.
-
White papersTime Is Money - Restoring Investor Confidence in Long-Term Cash Flows
As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations.
-
White papersInflation Starts Trending Down (Slowly)
After weeks of markets pricing in our slower-growth scenario, the strong U.S. employment report kicked off a slight shift in the narrative.
-
White papersHow to unlock opportunities in the sponsor-less SME loan market
Sponsor-less transactions are largely misunderstood. With greater liquidity and mounting interest from institutional investors, can we expect an influx of non-sponsor transactions funded by direct lenders?
-
White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
-
White papersHow to build an office: Post-pandemic
Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.
-
White papersA Second-half Surge or Pause?
In this Macro Perspectives, as the world economy steers towards normalization, we highlight views from five of our specialist investment teams on inflation, interest rates and growth.
-
White papersNature’s larder – why food producers must safeguard biodiversity
In the second article in our EOS Insights series examining the social and environmental impacts of the global food system, Sonya Likhtman looks at how biodiversity underpins farming and food production.
-
White papersFranklin Templeton Investment Solutions Allocation Views
Our Franklin Templeton Investment Solutions team retain the view that peak growth may already have been reached, and could remain positive for some time before starting to slow down.
