All Commentary articles – Page 98
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Research ReportBNP Paribas REIM shares its convictions on the European real estate market
While the health crisis has had a significant impact on the entire European real estate sector, the economy is shaping up for a recovery. This is confirmed by the new report “Lighthouse – outlook for European Real Estate” released by BNP Paribas REIM.
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White papersTen for 2021—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they anticipated would guide investment decisions in 2021.
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White papersDeveloping a Roadmap for ESG Performance
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
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Research ReportAEW Monthly Research Report - July 2021
As the post-Covid recovery takes hold, inflation has increased rapidly to 5% in the US and over 2% in Europe triggering concerns on future interest rates, as central banks could be forced to reverse their lower-for-longer policies to meet their restated long-term inflation targets.
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White papersThree Reasons for EM Corporate Short Duration Debt
While the potential for inflation and rising rates could create a headwind for EM debt, a short duration approach can provide an opportunity to pick up incremental yield and diversification, with less volatility.
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White papersAmundi Pension Funds Letter n°12
The coming of summer has also seen the return of extreme heatwaves, catastrophic flooding and devastating forest fires. The arrival of the COP26 could not be more timely given the need for a universal response to the climate crisis. Pension funds as major global asset owners have a key role to play in this response.
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White papersThe World’s Simplest Asset Allocation Model
When markets and data look this contradictory, it may be easier to start by counting on your fingers.
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White papersMeasuring the mythical: Quantifying the green premium in real estate
The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.
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White papersGravity’s Pull Isn’t Strong Enough Yet
While fears of a COVID resurgence impacting activity and premature monetary policy tightening are weighing on markets’ outlook, momentum in the economic recovery is set to keep growth from succumbing to the pull of gravity.
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White papersSummer Boom Meets COVID Concerns
Technical factors, perceived Fed hawkishness, the Delta variant, and U.S. infrastructure talks led to a volatile week in markets, which should remain near-term amid COVID concerns and until monetary policy clears up in fall. Solid economic data supports our strong-growth outlook.
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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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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 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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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 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 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
