All Energy articles – Page 9
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White papersMonths When Decades Happen
Europe enters this dangerous period on solid footing. Unemployment is at record lows. Wage growth remains subdued. Russia’s war in Ukraine adds a strong inflation headwind to the ongoing expansion.
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White papers
Energy Markets in View
Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go.
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Blog
Environmental strategies face oil-boom headwinds
Within the sustainable investing (SI) ecosystem, decarbonization and green-technology-focused strategies have struggled across most developed markets lately as booming commodity prices and an earlier spike in long bond yields weighed on the performances of sectors they structurally tend to favor most.
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White papers
Quick Thoughts: Should We Fear Stagflation?
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher inflation.
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White papers
Brazil: Worth a Closer Look
Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.
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White papers
Is Brazil Compellingly Out of Sync?
The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.
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White papers
ETF Observations on Russia
Investors are reminded within the current environment to take a broad perspective across a variety of asset classes and geographies and to weigh short-term developments against longer-term factors.
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White papers
Are Higher Energy Prices A Game Changer For Growth?
Oil is once again in the spotlight, reaching levels not seen since 2014. After having witnessed the seemingly impossible event of negative prices when the pandemic took the world by surprise in 2020, we are now facing a 50% increase in Brent and WTI crude oil since January. This upside trend, which has extended to most of the commodities markets, places the Fed and the major central banks between a rock and a hard place: whereas the inflation shock intensifies in the short-term, the risk of recession is growing in the medium-term.
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White papers
The Inflationary Shock of the Russia-Ukraine Crisis
Russia’s invasion of Ukraine has already caused a tragic human toll. It also brings yet another disruptive shock to a global economy already coping with persistent supply chain disruptions and fast-rising inflation. The clearest and most immediate economic impact of the conflict will be stronger and more durable inflationary pressures, driven by a negative supply shock to energy and some agricultural commodities—as detailed in the remainder of this note.
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White papers
If Sanctions Didn’t Stop the War, They Can Still Shape the Peace
After Ukraine’s allies decide how much to ratchet up pressure on Russia, they will face tough choices on how to ratchet down.
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White papers
EU policymakers may look to mitigate economic shock
Russia’s military aggression against Ukraine, which has become Europe’s largest ground war in generations, has impacted millions of people and triggered a large-scale humanitarian crisis as vulnerable Ukrainians take shelter or flee their homes. The intensification and spread of the conflict is deeply troubling and is having a devastating impact on those people caught in the crisis.
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White papers
Market Scenarios and Risks - March 2022
We amend the narrative of our scenario to take into account the consequences of the war in Ukraine. We increase the probability of our downside scenario to 30% (from 15%) to reflect the rising risk of stagflation.
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White papers
Macroeconomic Picture - March 2022
The Russia/Ukraine crisis is pushing the regime shift one step further with more severe economic implications for some regions, in this case Europe because of its energy dependence and geographic proximity.
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White papers
Investment opportunities in communication infrastructure
Digital connectivity and infrastructure are key to innovation & education
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White papers
Russia’s Invasion: Eurozone Recovery Delayed but not Derailed
The economic impact of Russia’s invasion constitutes a clear negative supply shock for the euro area that creates a dilemma for policymakers. On the one hand, higher energy prices will hit economic activity, reduce confidence and damage trade and financial links. On the other hand, the conflict will raise inflation for firms and households.
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Asset Manager News
Vauban Infrastructure Partners Announces the Signing of an Agreement for the Acquisition of a Leading District Energy Platform Located in the United States
Vauban Infrastructure Partners (“Vauban”) announced today that on December 30, 2021, it entered into a definitive agreement to acquire the entire stake in DB Energy Assets, LLC (“DBEA”) and Beacon Energy Holdings LLC (“Detroit Thermal”) (together, the “Company”), which collectively own a portfolio of eight district cooling and heating systems across the Northeast and Michigan, from Basalt Infrastructure Partners II LP (“Basalt”) and DCO Energy, LLC (“DCO Energy”).
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White papers
MENA Equities: Five Key Themes and Reasons for Optimism
The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region.
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White papers
ESG in focus
In this month’s instalment of our visual series on topical data themes, we look at some of the major ESG trends and metrics of the last few years.
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Video
The Meeting Room Webcast: Asia ex-Japan, February 2022
Hear from Jonathan Pines, and Sandy Pei, CFA, Deputy Portfolio Manager, Asia ex-Japan, as they reflect on recent performance and discuss the outlook for the region from both a market and portfolio positioning perspective.
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White papers
Russia attacks Ukraine: Markets will have to readjust to the shock
Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under severe pressure.
