All Global articles – Page 100
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White papersEOS 2020 Annual Review
EOS publishes 2020 Annual Review with full engagement and voting highlights
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White papersFive Things Investors Should Know About Hydrogen
Hydrogen’s potential as an energy source is attracting renewed attention. It may take 20 years or so for the potential to be realized. But the effects are likely to be felt within the planning horizons of most long-term investors—a good reason to start thinking now about the investment implications.
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White papersAddressing bias in artificial intelligence
Artificial intelligence (AI) has great potential, but care needs to be taken to ensure it doesn’t continue to propagate inherent biases that exist in society and hamper the achievement of diversity and inclusion goals.[1]
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White papers2020 – A turning point for ESG investing
In many ways, 2020 was a turning point. One key area within environmental, social and governance (ESG) investing was putting a spotlight on corporate behaviour and what constitutes business resilience.
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White papersNo time like now: why investors are moving on ESG
Eoin Murray, Head of Investment, takes a trip down memory lane and into the future with ESG…
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White papersBlue economy – The ocean… land of innovation
The blue economy encompasses a vast field of technologies that can help develop the world’s immense maritime resources in a sustainable way while respecting the natural balance.
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White papersGlobal Investment Views - March 2021
If the start of 2021 led markets to question the no inflation forever mantra, the debate has been hotting up in February, with the US 10Y inflation breakeven reaching its highest level since 2014, pricing in higher inflation expectations. We are also seeing pricing pressure on the food and energy side.
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White papersMusic royalties: Why active song management is key to hitting the high notes
Music copyright royalties are steadily gaining recognition as an investable market with long-term growth prospects underpinned by structural growth drivers, such as online music streaming. What’s more, this innovative asset class could offer investors access to more resilient income streams – people tend to tune in to listen to the latest hits and old favourites regardless of the macroeconomic backdrop
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White papersCan palm oil ever be considered sustainable?
With monocropping one of the main causes of deforestation, palm oil production needs to change. Rather than staging a boycott, responsible investors should engage with companies across the supply chain to encourage the adoption of globally recognised certification standards.
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White papersLeading the way in climate-related engagement: Federated Hermes achieves A+ score in InfluenceMap study
Federated Hermes ranks among the top five firms in a study focusing on the climate-related engagement efforts of the world’s 30 largest asset management groups
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White papersEquity risk overlays: Departing from tradition, embracing innovation
The three major market shocks of the last 20 years – the late nineties’ tech bubble, the Global Financial Crisis (GFC) and the coronavirus pandemic – have each influenced equity markets differently and required different risk management approaches.
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White papersInvesting for net zero – What’s needed to meet carbon neutral targets?
2020 saw many countries setting targets to get to net-zero emissions, but their plans to reach those goals are what matters.
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White papersAhold Delhaize case study
Ahold Delhaize has published a human rights report - giving confidence to investors that it is working to address some of its most salient issues, in addition to launching a new climate change strategy. EOS continues to engage with the company on investor expectations on ESG.
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White papersPfizer case study
Pfizer has published its first climate report in line with the recommendations of the TCFD, as well as making improvements to its board gender diversity and setting new diversity and inclusion goals for the organisation.
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White papersGlobal Emerging Markets engagement case study: Baozun
Investing in companies throughout market cycles as an active owner and partner, we maintain a regular dialogue and encourage strong environmental, social and governance (ESG) practices. Here we demonstrate how we are engaging with portfolio holding Baozun.
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White papersLots of Stimulus, Not Much Inflation
Weak U.S. jobs data fuels debate for further fiscal stimulus but some worry inflation may overshoot the Fed’s target this year. In China, the PBOC is tapering monetary stimulus. In Europe, the Q4 contraction was less severe than initially thought, but the recovery looks delayed.
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White papersWhat do the unprecedented monetary and fiscal measures mean for inflation?
As the largest vaccination programme in history commences, risk markets appear to be ignoring the logistical challenges or near-term downside growth risks from tighter lockdowns imposed after infection rates in Northern Hemisphere countries soared over the winter.
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White papersWhat is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.
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White papersHow to Sustain Sustainability
With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.
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White papersFour Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
