All Global articles – Page 103
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Research Report2021 Global REIT Outlook
The first half of 2020 saw the emergence of COVID-19. It created a macroeconomic downturn that was a shock of significant magnitude and breadth: global GDP declined by more than double the amount recorded during the Global Financial Crisis (“GFC”); consumer saving rates surged as households hunkered down; while employment, retail sales, manufacturing activity and stock prices all plunged in spectacular fashion.
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Research ReportA look to 2021, Hazelview’s Global REIT Outlook
Global real estate securities ended 2020 down 10.5% in local currency, lagging most other sectors, with the exception of energy and financials.
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Research ReportHazelview’s Global REIT Market Overview
As an overview of 2020, global real estate securities ended the year down 10.5%, lagging most other sectors. Within commercial real estate, the pandemic created headwinds for some property types but tailwinds for others, thus making its recovery look more K-shaped than V-shaped.
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White papers10 predictions for 2021: The world improves, but do markets already know?
At the start of the year, we expected economic growth to pick up modestly and were encouraged by seemingly diminishing macro risks, such as trade policy. Conversely, we were concerned by relatively full stock valuations and thought that market gains could be limited following a strong 2019.
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White papersSpirit of resilience: Market Risk Insights, Q4 2020
Last year, Albert Camus’s 1947 novel The Plague returned to global best-seller lists as people searched for a deeper understanding of the pandemic convulsing society.
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White papersGlobal Emerging Markets: ESG Materiality, Q4 2020
In our ESG Materiality Newsletter, Q4 2020, we seek to demonstrate our engagement activity with portfolio companies and showcase holdings that create positive impact aligned to the Sustainable Development Goals (SDGs)
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White papersGlobal Equities case study: Kurita Water
Our Global Equities strategies hold a diverse range of companies with attractive combinations of long-term fundamentals and good or improving ESG characteristics.
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White papersImagine – Super-forecasting for those who don’t know
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the next 12 months inundate us. In general, the quality and results of predictions are unimpressive. 2020 has been a case in point.
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White papersBiden time: ESG implications for emerging markets and our portfolio in a post-Trump world
Last month, Joe Biden was hailed the winner of the tightly contested US presidential election. Here we examine the ESG implications of his victory for emerging markets and how it will impact our Global Emerging Markets portfolio.
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White papersHave a look at our book - 2020 Edition
The book you have in your hands is the 2020 edition of Amundi Research papers. This book represents a selection of the working papers and discussion papers which seem the most representative of our work for the past 12 months. Some of the papers have already been published in academic reviews, others are scheduled to be published, others have been the subject of presentations at international conferences, others are the result of collaborations with academic institutions developed in through chairs.
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White papersLegacy of the lockdowns – 2021 outlook
Three quarters of the year with many economies in one form of lockdown or another has left investors with many questions. How will the recovery proceed? How can the world tackle the social and economic problems laid bare by the crisis as well as entrenched issues such as climate change? In sum, what will be the legacy of the pandemic?
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White papersMacro Outlook Webcast: Looking to 2021 and Beyond, December 2020
Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.
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White papersImpact Report, Q4 2020
It is estimated that damage to our ecosystems and the associated loss of biodiversity could cost the global economy $10tn by 2050. For many, the coronavirus has acted as a wake-up call: we cannot continue our current relationship with nature. Now more than ever, investors must take action to consider the impact of their investments.
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White papersClimate Alignment Principles: How to invest in line with a +1.5 ̊C goal
As efforts to deliver on the Paris Agreement galvanise, investors are beginning to switch from simple commitments to tangible actions. We are increasingly asked by clients: “How can we invest in line with the 1.5°C goal?”
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White papersEconomic Outlook: 2021 and beyond - a slow and winding road to economic recovery
In his latest economic outlook report , Senior Economic Adviser to the International business of Federated Hermes, Neil Williams, summarises his expectations for the global economy in 2021 and beyond. Major economies have slowly started to recoup their GDP after an extraordinary year.
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White papersVaccine News Gives Markets Another Shot
Central banks continue to err on the side of caution to support the economy, financial markets are rotating back into risk amid vaccine progress, negotiations for Brexit are rapidly approaching year-end deadlines, while U.S. fiscal talks become more optimistic.
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White papersCan coronavirus vaccines be distributed equitably?
As effective Covid-19 vaccines are rolled out, equitable global access is emerging as a concern. In the seventh article in our pandemic series, Sarah Swartz looks at Covid-19 vaccine distribution and how we engage with companies on this issue.
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White papersCOVID, climate and Black Lives Matter: The stories that defined 2020
We select some of our key pieces of content in a year of unending drama.
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White papersCalifornia Wildfires and Credit Risk
Widespread destruction has reinforced the value of climate assessment in credit analysis.
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White papersWill Washington Deliver a Holiday Miracle?
U.S. initial claims increased amid rising COVID cases, adding more fuel to the stimulus negotiations fire growing in Congress. China activity data for November should improve, and the Bank of England is expected to remain dovish given the pandemic and Brexit.
