All Global articles – Page 121
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White papersThink global: Identifying tomorrow’s world cities
The viability of a cities-based real estate strategy appears questionable in these challenging times. Our day-to-day activities in cities around the world have been altered in ways few of us would have imagined just a few months ago. The spread of the coronavirus, the disruption to our daily lives, and the toll on health and human life are alarming.
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White papersFutures Shock
Amid unprecedented market dislocations and uncertainty, preparing playbooks for a range of outcomes can help us stay nimble and adaptive.
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White papersOil demand – Over the hill and far away
Demand for oil may recover in line with the post-pandemic bounce-back in economic growth. However, longer term, it will resume the downtrend that was visible already amid the structural pressures on demand that look likely to be reinforced by the changes in behaviour resulting from the measures taken around the globe to contain the spread of COVID-19.
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White papersGlobal emerging markets: virus valuations
Over the past month, global stock markets have been buffeted by the mounting gravity of the coronavirus pandemic and the oil-price crash. With emerging-market companies trading at significant discounts to their intrinsic value, we believe that there are several quality stocks that have the potential to emerge stronger than their competitors in the aftermath of the crisis.
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White papersWhat role will real assets play in reigniting the global economy?
Allocations to real assets have been steadily growing over the last 10 years. Today, while many investors are questioning whether real asset benefits – diversification, predictable cashflows, increased yields – still apply, others argue that real assets will play a critical role in the economic recovery.
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White papersOil: Demand on Remand
Mark Lewis, Global Head of Sustainability Research and Richard Barwell, Head of Macro Research at BNP Paribas Asset Management discuss the potentially lasting impact that Covid-19 and global lockdown is having on oil demand:
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White papersData privacy and protection in the coronavirus pandemic
Policymakers around the globe have attempted to crack down on intrusions by technology companies into users’ data privacy, with tighter regulation and greater scrutiny. But the coronavirus pandemic has raised concerns about a similar intrusion by governments, for the greater public good. Engager Janet Wong explores the issue.
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White papersImpact Report, Q1 2020
Diabetes is one of the world’s four major noncommunicable diseases – and the number of adults with the disease is rising rapidly. In our Q1 2020 report, we explore the diabetes epidemic and innovative solutions to tackle this unmet medical need.
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White papersYesterday’s News & Tomorrow’s Guidance
The U.S. Q1 GDP advance estimate will show the pandemic’s economic impact, with Q2 expected to be worse, Markit flash PMIs indicate global economic conditions are deteriorating, and Congress struck another deal to replenish the small business aid program.
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White papersEarth Day 2020: a worldwide call to boost climate action
22 April 2020 sees the 50th anniversary of Earth Day, a global event to highlight support for environmental protection. Four years to the day from the signing of the Paris climate agreement, this year’s Earth Day has climate action as its theme.
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White papersSolving the plastic pollution problem
Plastic and packaging pollution is one of the most pressing global environmental threats and has become a material issue for investors. Only 14% of estimated plastic packaging is recycled globally. Of the remainder, around 14% is incinerated, 40% is landfilled, and 32% is ‘leaked’ to the environment.
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White papersRevisiting The Global High Yield Outlook In The Wake Of The Covid-19 Pandemic
Global HY markets sold off aggressively between February and March in response to the COVID-19 outbreak, the oil price war and the liquidity freeze in some markets. An analysis of past peak-and-trough episodes in the US HY market shows that on most occasions investors have enjoyed positive market returns just one year after the peak. Three years past such a peak, market returns have proven positive in all six occurrences since 2000.
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White papersEM Equity: A Return to Fundamentals, but a Long Road Ahead
Conrad Saldanha, Neuberger Berman Emerging Markets Equity Portfolio Manager, discusses April’s EM equity market rally and the impact of falling oil prices on EM economies.
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White papersPerspective on Private Credit
Listen to David Lyon as he discusses the current dislocation in the credit markets and the types of investment opportunities that may emerge as a result.
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White papersFast Retailing case study
Fast Retailing has made significant improvements in managing human rights risks in its supply chain and on other sustainability risks following investor engagement. This case study details how EOS has engaged with the company since 2016 on the challenges the company is facing as a casual clothing retailer.
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White papersMarket weekly – Time to add risk in multi-asset portfolios?
Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment.
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White papersOpportunity in Credit Dislocation
Michael Holmberg and John Humphrey provide an update on the credit market dislocations resulting from the crisis, what is causing concern in the market and how to find the opportunities that are emerging.
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White papersCovid-19 real estate update
Economic disruption is feeding through to real estate markets, prompting subdued investment market conditions The impact of the crisis is currently most evident in occupier markets, with the retail, leisure and hospitality sectors facing the greatest short-term liquidity pressure We believe Asia is best ...
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White papersFive portfolio construction themes for—and after—the global pandemic
At the end of 2019, we titled our year-ahead outlook, “20/20 vision: a clearer path for growth.” That was then. Markets have since been thrown into turmoil, and investors are grappling with positioning their portfolios to minimize the damage from the coronavirus-induced crisis and take advantage of an eventual recovery.
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White papers10 (mostly new) predictions for 2020: A light at the end of a very long tunnel
We launched our original set of 2020 predictions a few months ago with the theme, “Uncertainties diminish, but markets struggle.” The coronavirus pandemic and resulting economic and market upheaval have since changed everything. In early March, consensus expectations for 2020 global GDP growth were +3%. Now they are -3%.1 A 6% swing would be unusual over a three-year time period. We just saw one in a month.
