All Commentary articles – Page 91
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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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White papersJapan’s New Horizon in Small Caps
We believe smaller companies are poised to shine brightly in the “land of the rising sun.”
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White papersMarkets Testing Central Bank Resolve
Despite hawkish comments by Fed officials this week, markets continue to price in a more dovish path for rates. The BoE hiked 50bps and downgraded its economic outlook, calling for a U.K. recession in Q4. Eyes will be on U.S. CPI next week to gauge whether inflation is peaking.
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White papersIs the European Residential Sector Losing Its Luster?
Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.
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White papersRising to the climate challenge: Perspectives on accelerating decarbonisation in real estate
Institutional investors are stepping up their efforts to decarbonise real estate portfolios - but the asset class poses some unique challenges. Drawing on insights from asset owners, consultants and M&G’s own real estate experts, this report highlights the need for new approaches in key areas such as targeting whole-life net zero, pricing in the realities of decarbonisation, and changing the real estate landscape.
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White papersThe Nominal and the Real
What might be the playbook for a potential recession in which nominal GDP grows by 8%—and are investors only just recognizing that they need one?
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White papersEmerging market debt: Looking for opportunities in challenging circumstances
Persistently high global inflation has forced the world’s leading central banks to start tightening monetary policy. However, the prices of many of the most vulnerable emerging market bond issuers are now quoted close to – and in some cases lower – than their expected recovery value.
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White papers*Global tensions: Investment strategies for uncertain markets*
Geopolitical tensions and economic uncertainty are threatening market stability, yet many investors remain unprepared for the challenging times ahead. Private markets and private debt offer an attractive alternative.
