All Global articles – Page 139
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White papersImpact Report Q4 2018
From ending poverty and reducing inequality to tackling climate change and working to preserve our oceans and forests, humanity faces a number of global challenges. Today, investors are realising that companies have the power to address these critical challenges, but bold action must be taken.
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White papersThe future of energy
As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?
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White papersDream or dystopia?
Cities will face severe challenges over the coming decades, including digital disruption, population management and climate change. How they adapt to these pressures will determine the winning – and losing – cities of the future.
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White papersBig Challenges for Equities, Bonds and FX Markets
A series of challenges, from the debt ceiling to Fed quantitative tightening to Brexit, will be confronting a variety of markets.
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White papersEM Debt: Navigating a Shifting Macro Backdrop
After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re currently seeing.
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White papersHow Airports Are Flying High: A Social Perspective
Holding airport bonds in our social strategies often raises questions. But aviation brings huge social and economic benefits, and is making great environmental strides
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White papersAsset Allocation Update - Much ado about equities and credit
Equities and corporate bonds often do well together. Over the past 20 years the “beta coefficient” between credit to equities has been 0.5 in both the US and Europe; that is to say, for every 1% rise (or fall) in equity prices, credit markets have tended to return (or weaken) 0.5%.
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White papers
EM Debt—A Brightening Picture?
Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
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White papersAn Underappreciated Subset of High Yield
For investors willing to surrender a nominal amount of yield in favor of greater protection given a default, global senior secured bonds can be an attractive option in a recessionary environment.
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White papers
China: Looking at Growth Past the Trade War
China’s growth is decelerating, it is loaded with debt and is involved in a high stakes trade war with the United States. Despite these issues, China’s economy appears to be holding up better than one might have expected. In fact, China’s growth could even accelerate in 2019 in response to aggressive monetary easing.
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White papersThe Journey of Sustainable Investing A multi-asset approach seeking returns and a better future
Maria Municchi, a fund manager in the M&G Multi Asset team, discusses the development of sustainable investing over time, and explains how we incorporate it with our long-standing multi-asset approach in a new investment strategy.
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White papersAn Underappreciated Subset of High Yield
For investors willing to surrender a nominal amount of yield in favor of greater protection given a default, global senior secured bonds can be an attractive option in a recessionary environment.
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White papersHigh Yield Five Takeaways For The Months Ahead
A market dominated by volatility and dramatic headlines—if this environment feels familiar, perhaps it’s because it is.
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White papersAn Underappreciated Subset Of High Yield
As we enter what may be the twilight hours of an elongated credit cycle, an increase in defaults is not only possible, but probable. Against this backdrop, a credit-intensive, global approach to high yield investing is key.
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White papersESG is being codified as mainstream across the globe.
In this episode of Amplified Mitch Reznick, Head of Credit Research and Ingrid Holmes, Head of Policy and Advocacy at Hermes, discuss the global trends in ESG regulation and what this means for Asset Managers.
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White papersGlobal Investment Views - February 2019
After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an increased optimism on trade negotiations. As the current reasons for optimism should be confirmed, we believe it is time to re-approach the areas of risk assets where the correction has brought value back, especially in emerging markets.
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White papers
Investment Grade Credit—Rates, BBBs and ABS
From inverted yield curves to potential BBB downgrade risk, Barings’ David Nagle discusses some of the key challenges facing investors in the IG markets today.
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White papersGreen bonds: A viable asset class?
The global green bond market has been growing rapidly in size and importance in the past five years to meet strong investor demand
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White papersThe Changing Face of Investment Grade Credit
In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.
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White papersInvestment Perspectives For A New Regime Of Returns
After two years of positive performance across the board, with almost no asset class in negative territory, 2018 is marking a change of direction, with an unprecedented percentage of asset classes in red. This may cause a sense of uncertainty among investors facing uncharted waters ahead.
