All Commentary articles – Page 95
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Quick Thoughts: The Opportunities in Innovation
Our Chief Market Strategist, Stephen Dover, discusses why company valuations, disruption, implementation, and innovations’ growth and pace are areas to find equity market inefficiencies.
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Our thoughts on inflation – And why we just don’t buy it!
In our view, in the wake of the sell-off and reset in valuations for environmental sector stocks in the first half of the year, the fundamentals have never looked more attractive.
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Global Resources: Poised for Long-Term Growth?
From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.
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ESG in Asia: Accelerating Momentum
The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.
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Will the planets align for a green and energy transition?
Sycomore AM believes that through a combination of increased collective awareness, technological innovation and an enhanced regulatory landscape, the planets can align to ensure a meaningful and durable transition. But will they?
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Infrastructure debt, an asset class that mature and diversify
Infrastructure debt has demonstrated its ability to withstand the health and financial crisis. While some sectors have been more affected than others, on the financial instruments side, specialists are seeing a good return to normal.
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Sustainability-linked LBO loans - fad or future?
The ‘green’ finance revolution shows no signs of slowing down, with sustainable debt issuance continuing to set new records.
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* How can the investment industry address the biodiversity crisis? *
It’s never been more important for the financial sector, including the investment industry, to take steps to help safeguard the planet’s threatened biodiversity. In the wake of International Biodiversity Day, ESG analyst Robert-Alexandre Poujade explores the areas in which investors can make a difference.
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Muni Market View on the American Jobs Plan
Highlights of US President Biden’s $2 trillion infrastructure plan, and how it could impact the muni market.
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Could Job Flexibility Be A Turning Point For Working Women?
ClearBridge Investments: Can acceptance of more flexible work arrangements improve the labor participation rate among females?
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Global Outlook 2021 Europe - Regional Investment Opportunities
Vaccine rollout should lead to a strong economic bounce-back in the second half of 2021 as services reopen and households spend accumulated savings.
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Global Outlook 2021 - Americas
As the vaccine rollout takes effect, the U.S. economy is set to benefit from several tailwinds through the second half of the year, including the prospect of a full reopening, a boost to spending from accumulated savings and further fiscal stimulus. Latin America will take longer to recover.
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Global Outlook 2021 - Asia-Pacific
Given our assessment of the outlook for the Asia Pacific economy and real estate market, we identify the following opportunities as being among the most attractive on a risk-adjusted basis over the next 12 months.
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2021 Global Outlook - A Crisis Brings Opportunity
Out of a crisis comes opportunity. Given our assessment of the outlook for global and regional real estate markets, we identify the following opportunities as being among the most attractive on a risk-adjusted basis over the next 12 months.
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Shifts & Narratives #3 - The ‘make it or break it moment’: why investors should care about COP26?
The Conference of the Parties (COP)26 in Glasgow has been hailed as a turning point in the global fight regarding climate change amid a new US administration and a long and strenuous exit from the Covid-19 pandemic. Six years on from the Paris agreement, the objective is clear: limit the temperature rise to 1.5°C above preindustrial averages, which means reaching net zero carbon emissions by 2050, and cutting them by half this decade.
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Global corporate bonds Q&A with Damir Bettini: selectivity remains key
A year on from the height of the COVID-19 crisis, credit spreads have returned to their pre-pandemic tight levels. Does this present an asymmetric return profile for corporate bonds?
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Webinar
U.S. direct lending market update
Ken Kencel, President & CEO, Churchill Asset Management, an investment-specialist affiliate of Nuveen, gives his insights on recent trends and market activities as well as the impacts of the pandemic.
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Mid-Year 2021 Outlook
Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.
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Adapting to a new growth reality in European logistics
As the surge in e-commerce amid Covid-19 reshapes the logistics real estate market, an increasing volume of capital from around the world is finding a welcome home.
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Pan-European warehouse opportunity amidst accelerating online sales
Omnichannel retail continues to drive rapid transformation in worldwide supply chains and logistics real estate. Recently, the global COVID-19 pandemic has dramatically accelerated e-commerce penetration rates and sales growth.