All Commentary articles – Page 96
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White papers
The growth of European Life Sciences Real Estate
COVID-19 has magnified the importance of life sciences by highlighting the need for the critical innovation life sciences firms are using to solve the current health crisis and to assist with solutions to other long-term health challenges.
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A new era for impact investing
The global health crisis is prompting investors to consider social and environmental outcomes along with financial objectives.
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A sneak peek into the second half – What to expect for equities?
As economies recover from last year’s collapse in demand, partly on the back of large-scale government budget spending and amid ultra-low interest rates, investors can expect inflation to bounce higher as well, especially in sectors that were hit hard in the COVID-induced slump.
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Emerging Market Debt: Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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Stewardship in a pandemic
The pandemic has starkly illustrated the links between different sustainability issues. We have explored these links, and the challenges for companies, employees, investors, and wider society in a series of articles highlighting our stewardship work.
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Running Out of People
Understanding the forces that will one day fuel persistent price increases helps clarify why inflation is less of a problem now.
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Webinar - Inflation: Back on the Agenda
It has been a long time since investors had to worry about rising inflation and interest rates at the global level. Over recent months, however, the prospect of a strong economic recovery from the coronavirus crisis, compounded by unprecedented fiscal stimulus and accommodative monetary policy, has sent bond market inflation expectations soaring.
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Unlocking carbon capture and storage: An Interview with Stuart Haszeldine
The professor of carbon capture and storage at the University of Edinburgh discusses why achieving net zero needs multiple technologies and explains the thinking behind the UK’s evolving approach.
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Why active investing is an attractive approach for Japanese equities
The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies.
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Cash dethroned: reallocation opportunities for insurers under Solvency II
Insurers continue to grapple with historically low cash rates and potentially high capital charges on some defensive assets under Solvency II.
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Podcast
The Investment Podcast: The folly of forecasting – finding value in an uncertain world
There has been significant positive momentum in credit markets since the Covid crisis began, underpinned by unprecedented levels of government and central bank support. However, despite market expectations of a sharp rebound in economic activity, there remain significant risks to this view.
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ESG investing depends on deep analysis
Capital Group investment analyst Frank Beaudry goes the extra mile to research a company’s approach to environmental, social and governance (ESG) issues.
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From fossil fuels to renewables
In this paper, François Beaudry and Natalya Zeman consider the key long-term investment implications of the transition towards sustainable energy.
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Macro Perspectives: Growth, Rates and Inflation
In this Macro Perspectives, we explore macroeconomic views across our specialist investment teams. It turns out, not everybody agrees on the path forward.
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Can Residential Fill the Retail Investment Gap?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality.
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Value and multi-factor equity investing – When value spreads compress
With value spreads now at levels last seen at the peak of the tech bubble in 2000 [1], we expect spreads to narrow in the coming years. That bodes well for value and multi-factor equity strategies irrespectively of their level of sophistication.
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Franklin Templeton Investment Solutions: Allocation Views
With a continued theme of ‘Strong Cyclical Rebound in Global Growth’, our Franklin Templeton Investment Solutions team retain a long-term optimistic perspective, including the view that inflation is unlikely to be problematic; and swift policy changes held off.
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Asset Class Return Forecasts - Q2 - 2021
With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
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Up, Up, but Not (Run) Away Inflation
The latest round of euro area lockdowns caused less damage than initially feared. Earnings on both sides of the Atlantic continue to beat expectations amid the favorable economic backdrop. Meanwhile, in China, PMIs suggest that the growth driver may be shifting.
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Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic
The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.