All Commentary articles – Page 90
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White papersOn My Mind - Inflation: Nothing To See Here. Really?
Dr. Sonal Desai discusses why inflation may be less “transitory” than many expect.
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PodcastThe Great Housing Diaspora of COVID-19
As a result of mass deurbanization during the pandemic, where fleets of people left cities for more suburban areas, residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply? Could deurbanization continue as a post-COVID trend? And what else might investors want to consider in this space?
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White papersGravity Will Not Prevail–At Least Not Yet
In advanced economies, storefronts have opened, effective vaccines are rolling out, and people are ready to return to “life as we knew it.” However, normalcy will not return until the pandemic is over globally—unless borders remain closed, with unknown collateral damage.
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White papersThe future of the financial sector: The analyst view
Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive.
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PodcastH2 2021 investment outlook: recovery, risk and the ‘sustainable revolution’
This year’s market environment has been challenging to navigate. A number of themes have captured the attention of our investment floor, and our managers have been considering how these are likely to evolve going forward.
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White papersInflation Trends Across Emerging Markets
Inflation drivers across emerging markets will be of focus to investors as the economy looks to recover from the pandemic.
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PodcastPodcast: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em
Why investors and asset managers shouldn’t ignore blockchain and digital assets.
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Research ReportImpact Report, Q2 2021
Any strategy looking to reduce carbon emissions needs to take sustainable energy production into account. With global demand for electricity set to double by 2050, there is an urgent need to shift from unsustainable fossil fuels to renewables like wind and solar power.
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White papersFinancial and Infrastructure Cybersecurity
Our Chief Market Strategist Stephen Dover shares his thoughts that we are now entering a new era of the internet with accelerated computing power and innovations that threaten all current cybersecurity.
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White papersInvestors should confront the dark side of tech
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
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White papersWeighing up the cost of ESG bonds
Green, social or sustainable bonds (ESG bonds for the purpose of this article) are an increasingly popular way for fixed income investors to signal that they are taking ESG seriously. But how do they compare to traditional bonds? Is there a “greenium” to investing this way and if so, how can investors avoid paying it?
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White papersChina’s bond defaults could be a blessing in disguise
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its implicit guarantee policy and deleverage the system by allowing bad companies to exit. The daunting task is to avoid contagion. Can Beijing pull it off in an orderly fashion?
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Asset Manager NewsFine Grain’s Colin MacDonald on Championing Ireland’s FDI Future
Fine Grain Property CEO, Colin MacDonald, spoke with thinkbusiness.ie about championing Ireland as a key location for multinational investment, what the next phase for business park development is, and how a return to work will likely centre on a blended approach that presents new design challenges for optimising the workspace.
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White papersFrom farm to fork - key challenges for global food systems
In the first of a new EOS Insights series looking at the social and environmental impacts of global food systems and how companies can move to more sustainable practices, Nick Spooner sets the scene by highlighting some of the key issues and challenges.
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White papersHedge Fund Strategy Outlook Q3 2021
With society and economies in transition, investors must underwrite to a wide range of potential outcomes. Progress on vaccinations, central banks beginning a cycle of tightening policy, and earnings growth are important variables that are difficult to gauge.
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White papersAhead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
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White papersOn my Mind: Something Has to Give
Dr. Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines three possible scenarios and the logical implications of each.
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White papersThe Anti-Social Network: Social media companies face reckoning over hate speech
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
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White papersFixed Income Investment Outlook - 3Q 2021
In the day-to-day task of investing, it’s often easy to ascribe significance to individual central bank meetings, speeches or policy pronouncements that, with a bit more time, simply blur into background static
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White papersAllocation Views: Global economic slowdown ahead?
Our Franklin Templeton Investment Solutions team retain the view that global expansion especially among developed markets may have peaked, and the strongest period of expansion may have been in the second quarter of the year.
