All Global articles
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White papersEA Inflation: More About Credibility Than Persistence
As rising inflation expands globally, it is natural to draw comparisons between conditions in major economies, namely the U.S. and the euro area. Although inflation prints in both economies stand at multi-year highs, we believe the surge in European consumer prices will be even more transitory.
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Research Report
Comparing Value factor performance in global equity markets
In recent years, Value has underperformed other factors in global equity markets. However, the sources of Value performance are not identical.
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White papers
Global Investment Views - July 2021
The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy.
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White papers
Weathering the Storm: Exploring Climate Strategies
Climate change is here and we will experience its impacts for decades to come. How should investors react in an environment where climate risks will only heighten and regulations will only become more onerous?
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Research Report
IPUT launches Responsibility Report “Greening our Portfolio”
IPUT Real Estate, today issues its 2020 Responsibility Report, titled “Greening our Portfolio”.
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White papers
The “great acceleration” intensifies pressure on insurers
While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers. There is now greater urgency to adapt business models and portfolios while looking afresh at asset-liability management.
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Research Report
Climate Action Report
Here, we summarise the innovations and commitments that lie at the heart of our climate strategy.
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White papers
Real Estate Outlook – Global, Edition 2 - 2021 - Inflation protection desirable
Economic performance varied by country in the first quarter, affected by different paces of progress against the virus. Real estate investment activity slipped slightly, but remained significantly above its nadir in 2020.
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White papers
Four Keys to Tackling the Green Bond Boom
Increased issuance means more buy‐side diligence is needed.
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White papers
Suzano: engaging on ESG issues
Sao Paolo-based pulp and paper producer Suzano is a holding in the Federated Hermes Unconstrained Credit Fund.
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Webinar
Webinar: 2021 Midyear Outlook
As we approach the mid-point of the year, and now more than a year from the commencement of the global pandemic, it’s time to look to the future with Capital Group senior investment professionals who will offer their views on how to navigate to economic recovery for the global economy and world markets.
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White papers
Big Tech Stocks: How to gauge regulatory risk
When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something — rather than nothing.
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Research Report
SI Indexes – Top-down targets or bottom-up aesthetics?
A debate is brewing as to whether headline (or “top-down”) Sustainable Investment (SI) targets, such as carbon emission reductions or ESG uplifts, are inconsistent with stock level (or “bottom-up”) conditions required for successful corporate engagement.
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Podcast
Making the REIT Move In Real Estate
With the virtual shift that COVID-19 placed on our society along with resulting closures of brick and mortar retail across the globe, REITs, or Real Estate Investment Trusts, may not have had their best year in 2020.
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White papers
Shifts & Narratives #7 - Opening the Pandora’s box of social risks: Consequences for investors
The Covid-19 crisis can be considered a turning point for social issues: it has put global socio-economic inequalities in the spotlight and made them more concrete than ever before. It has also clearly shown the tragic effects, from an economic and societal perspective, that systemic shocks can have on unequal, non-resilient societies.
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White papers
Weathering Climate Change: Opportunities and Risks in an Altered investment Landscape
PGIM partnered with Greenwich Associates to conduct a study of institutional investors to understand the risks and opportunities associated with climate change, as well as how CIOs incorporate climate change into their investment process (if at all). Among other findings, “regional” and “action” gaps were uncovered.
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White papers
A Kernel of Caution in a Robust Recovery
Since we issued our last Global Market Outlook in December, vaccination rollouts and robust monetary and fiscal support have accelerated the pace of economic recovery.
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White papers
The Good, the Bad and the Ugly
It is amazing to think that a year ago our Q1 2020 report hypothesized about the dramatic impact one might expect as a result of COVID-19.
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White papers
Allocation Views: The Great Reopening Continues
With a focus on fixed income, our Franklin Templeton Investment Solutions team explore asset classes that are best positioned for growth as the global economy recovers from the pandemic.
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White papers
What is the future for climate disclosure?
It’s only a matter of time before companies will have to report on their climate-related risks. They should get ahead by putting the processes in place to do so now, says Thibaud Clisson.
