All Commentary articles – Page 89
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Asset Manager NewsPATRIZIA FY 2021 trading statement: Continued growth in business activity despite Covid-19 pandemic – fourth consecutive increase in dividends
Strong y-o-y increase in equity raised of 38.7% and transaction volume signed of 24.0% AUM grow 3.5% y-o-y to EUR 48.6bn Operating income up 1.6% y-o-y to EUR 118.3m, EBITDA up 11.4% y-o-y to EUR 128.9m Dividend increase of 6.7% to EUR 0.32 per share and continued share buy-back ...
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White papersTackling climate change through outcomes-focused stewardship
With the publication by EOS at Federated Hermes of the 2021 Annual Review of engagement and voting highlights, Dr Hans-Christoph Hirt, head of EOS, reflects on the climate crisis and the challenges it will pose for investors in 2022 and beyond.
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White papersFive questions on asset-backed securities
David Favier, senior portfolio manager of European ABS strategies, reflects on the impact of the pandemic and the outlook for 2022.
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White papersWhat is place-based impact investing?
Place-based impact investing can help real estate investors deliver clear and measurable improvements to deprived areas. But how does it work?
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VideoAssessing China’s growth outlook
To what extent will slowing exports, regulatory reform, a ‘zero-Covid’ policy, and a cooler property market drag on China’s growth momentum both in 2022 and over the medium term? Should investors get used to – just – 4%-5% annual GDP growth in the world’s second largest economy?
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White papersThe return of the European consumer
European consumer spending rebounded in 2021, but it lagged the much stronger recovery in the United States. In 2022, I expect that gap to close. Despite numerous headwinds, like soaring energy prices and falling consumer confidence, I believe Europeans will be saving less of their income this year and that there is enough pent-up demand to propel robust consumption growth.
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White papersGlobalization: “So Why Can’t You Export Haircuts?”
It’s the year 2032. Will planes still take us to far-off lands or will VR headsets transport us, could your hair stylist live on the other side of the planet?
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VideoNeuberger Berman’s Multi Sector Fixed Income Funds
In this short video, we two of introduce Neuberger Berman’s Multi-Sector Fixed Income Funds looking at some of the distinctive features of our capabilities in this space.
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PodcastBiodiversity: Episode 4
There are a growing number of challenges that agriculture is facing, in part due to the increased demand for food as a result of a growing population and changing diets.
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PodcastThe Weakest Links in the Global Supply Chain: Part III
As we conclude this series on the global supply chain crisis, we would be remiss to not discuss a major disruption that impacts so many of us: technology.
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Video“More can be spent than thought on the SDGs and the Paris pledges“
Trillions of dollars are needed for the UN’s Sustainable Development Goals and those of the Paris Agreement to be met – both are critical for a sound and sustainable economy. Yet existing policies are hindering the necessary flows of capital and require a reset. Enter Modern Monetary Theory (MMT).
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White papersSaving the World is Hard
ESG investing has a long way to go, but why shouldn’t global financial markets do their part?
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White papersWhat’s the outlook for European asset-backed securities in 2022?
European asset-backed securities (ABS) outperformed many other areas of fixed income last year as investors were drawn by their floating rate properties and supportive fundamentals, including a resilient labour market and low arrears in underlying asset pools. But how strong is the outlook for securitisations in 2022?
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White papersSupply Change: How logistics is racing to meet demand
Core industrial property prices have never been as elevated as they are now, so selecting assets for which occupiers will pay higher rents is increasingly crucial to investment performance, argues UBS Asset Management’s Brice Hoffer.
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White papersAre Markets Signaling a Slowdown?
We see no sign of impending recession in calm credit markets, and in our view the flattening Treasury curve likely has more to do with the market’s failure to recognize growing structural inflationary forces.
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White papersFive reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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PodcastEM Debt in 2022: China, COVID & Central Banks
What lies ahead for EM debt markets in 2022? Risks include higher rates and inflation as well as uncertainties surrounding China and the path of the pandemic. But with defaults still low and spreads wide by historical standards, opportunities look likely to arise.
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White papersThought Leadership: Transformation in the property markets
Sustainable transformation of their real estate holdings is right at the top of the agenda for institutional property investors in Europe. Given growing pressure from European as well as national and local regulations to improve the sustainability of property stock, 68 per cent of the 150 real estate companies surveyed across the three largest European economies by Union Investment for its investment climate study are responding primarily by investing in sustainable refurbishment of their portfolios.
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White papersOmicron, Like Prior Variants, Took the Elevator Up, but Unlike Those, Fortunately, Is Taking the Elevator Down
Putting into perspective what appears to be the steady exit of the pandemic with an eye on global vaccination rates and cases.
