All Global articles – Page 140
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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 papersAn Update on our Global Macro ESG scores
Highlights six case studies of changing country scores in Global Macro Views.
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White papersThree Technology Titans Reshaping Retails
Multiple perspectives on digitizing retail in Equity Markets.
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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 papersHedge Fund Strategy Outlook Q1
Volatility returned, and asset classes were significantly challenged – often indiscriminately.
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White papersThe Promise of Innovation - A Credit Perspective
Our fixed income experts explore innovation-driven risks and opportunities for bond investors.
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White papersPlastic (not so) fantastic
The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives and the role of investors in pushing for change.
