All Global articles – Page 14
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White papers
Fixed Income Views: Soft landing? Central banks trying to thread the needle
Franklin Templeton Fixed Income no longer projects a technical recession in the United States, and the trajectory of disinflation in both the United States and euro area will flatten—primarily due to wage pressures stemming from record low unemployment—and central banks are thus likely to keep rates higher for longer. Fixed Income Views presents the team’s fourth-quarter 2023 outlook.
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ISA Focus: The value of green
The transition to a lower-carbon built environment is reshaping the definition of quality real estate. We can point to numerous anecdotal examples of green building features driving higher rents and values, as well as better overall performance. However, showing this rigorously and quantitively is challenging.
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White papers
Global Investment Views - September 2023
”The current asymmetric risk/return profile doesn’t call for increasing risks. Instead, investors should stay balanced and search for signals regarding confirmation of the economic direction.”
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Emerging Markets Insights: From BRICS to BRICS+
BRICS expansion: The BRICS summit in South Africa in August announced the expansion of the group to include potentially six new members in early 2024.
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GCC/MENA Bond Market Update: Fixed income markets remained volatile in August
Fixed income markets remained volatile in August. In the US, US Federal Reserve (Fed) Chair Powell spoke at the Jackson Hole Economic Symposium, reiterating the central bank’s data dependence but also highlighting that if the economy does not cool as expected further monetary policy tightening may be warranted.
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Size matters for Arcmont and Churchill
In this latest Insight with Private Debt Investor, Arcmont and Churchill’s CEOs discuss their expanded expertise, global presence and how the combined $67 billion private capital platform will provide the size and scale for the two private debt managers to deliver new products and capabilities for its combined 600+ investor base across the globe.
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Equity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
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Innovation in impact bonds
The growth and innovation in the impact bond market has unlocked new opportunities for investors to provide capital for projects that have a positive social and/or environmental impact while generating competitive returns.
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Recent CRE transactions signal listed REIT strength
Listed REITs are now in a position to provide liquidity to the broader commercial real estate market.
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Helping complete the research ‘puzzle’ with ESG integration
ESG adoption is now widespread among investment managers. Ninety percent of the 1,130 global investors surveyed in our latest ESG Global Study* have integrated ESG into their investment approach. Rising client demand, the desire to make an impact, new regulations and greater recognition of the potential financial consequences of ESG considerations have been cited by previous survey respondents as the main drivers for continued adoption.
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Video killed the radio star: why private equity investors need to rethink the re-up
With seismic shifts occurring in the investment environment, we believe LPs need to assess how their private equity portfolios are positioned, and may need to consider options they’ve previously overlooked.
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Late-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
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Investors must learn to navigate a less predictable world
A failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns
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Investor dissension mounts as temperatures rise
The 2023 vote season was characterised by investor frustration over companies’ inadequate responses to climate change, and stakeholder concerns about labour rights and pay as the cost of living crisis continued to bite. Richard Adeniyi-Jones and Joanne Beatty highlight the key votes and trends.
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Sustainable fixed income: Five questions answered
To unlock sustainable fixed income with real-world outcomes you need the right combination of expertise, ESG integration and stewardship. Here, our investment teams answer key questions around what it takes to achieve true sustainability in fixed income.
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Global High Yield Roundtable
Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA’s Global High Yield Roundtable and discussed that state of the high yield market today, and how the team are navigating elevated levels of volatility.
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No Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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Podcast
Recession Risks Are Rising—Are You Prepared?
In this podcast, Jamie Newton, head of Global Fixed Income Research and deputy head of Sustainability at Allspring, and Rick Hartley, senior vice president and client advisor on the Insurance Solutions team, discuss reasons the U.S. economy has remained resilient to date, the signs pointing to a possible recession on the horizon, and strategies investors can use to prepare for it.
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White papers
The race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.