All Global articles – Page 23
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White papers
Perspectives from Emerging Markets: Green Steel
The steel industry is one of the largest contributors to global carbon emissions. The challenge in producing green steel from zero-emissions hydrogen is cost. This report focuses on the process to produce green steel, breaking down the costs and technology used in each step in the process.
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White papers
How private credit can help fulfil long-term investment needs
In these volatile times, investors with long-term horizons such as global pension schemes need to find assets that can reliably deliver income whilst minimising volatility in challenging environments, but where could they invest in order to meet their requirements?
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White papers
Will Artificial Intelligence Become the “Terminator”?
Read more on the risks and opportunities of Artificial Intelligence
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White papers
Putting the ‘investment’ in investment grade credit
Investment grade bonds have historically provided a resilient and reliable option during volatile and uncertain market conditions. After last year’s sweeping sell-off, the global investment grade universe now offers an array of opportunities in quality issuers, allowing for effective diversification and the potential for attractive returns.
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White papers
Stock market outlook: Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness.
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Video
A global approach to real estate private debt
DRC Savills Investment Management, Savills IM’s debt platform, is on a journey to becoming a global provider of real estate credit investments. Our goal is to ensure real estate credit forms a permanent part of investors’ portfolios, whether they are based in Asia, Europe or the US. Managing partner Dale Lattanzio explains our global real estate debt proposition.
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White papers
Conflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.
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White papers
Allspring Climate Transition Fixed Income Strategies
As the world transitions towards net-zero emissions, Allspring’s clients increasingly want to decarbonise their assets. We explain how our climate transition strategies enable this.
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White papers
Is the Fed rate-hike pause still likely?
2023 was to be a relatively well telegraphed year, as opposed to 2022 which took investors by surprise. The idea was simple: in 2022, central banks had raised a wall of interest rates to protect our economies from a wave of inflation not seen since the 1970s. These rate hikes were to cause a slowdown in economic growth during 2023 without plunging the world into a deep recession – the ‘soft landing’ scenario.
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Podcast
Fixed on ESG, Ep. 13 - Desalination: A Potential Solution for Freshwater Scarcity?
A look at desalination as a potential solution for freshwater scarcity and what it means for investors.
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White papers
ESG Viewpoint: what makes supply chain due diligence effective?
Working conditions in supply chains remains a challenging issue that spans virtually all sectors and geographies.
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White papers
Looking beyond traditional LDI instruments as de-risking gathers steam
In 2022, we saw one of the most unprecedented movements in global financial markets in modern history. A combination of global geopolitical problems and supply-demand imbalances of goods and services due to the pandemic left the Federal Reserve (Fed) with no option but to try and slam the inflationary brake by hiking short-term interest rates to stop the economy from overheating.
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White papers
Can a weakening US dollar catalyse an emerging market decade?
A weakening US dollar has historically created a positive backdrop for emerging market equities, with the two asset classes inversely correlated, and a sharp decline in the dollar over recent months has led many to claim its decade-long bull run may be coming to an end.
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White papers
The ocean – Worthy of investor attention
Our planet is largely blue for a reason – there is an abundance of water. Livelihoods depend on it. The ocean is also crucial for the mitigation of climate change. Maintenance and preservation of the ocean requires investment – not just by coastal authorities and public bodies, but also by private sector parties and even consumers.
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White papers
The case for a higher-inflation regime
Financial markets are convinced headline inflation rates will fall sharply towards central bank targets over the next two years, with stable expectations in the medium to longer term.
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White papers
Beyond the headlines: Five ESG investment perspectives
When it comes to ESG issues, much recent media coverage has understandably centred on energy transition and security. But, beyond the energy headlines, there are many other ESG-related considerations shaping investment opportunities across various sectors.
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White papers
Is the long-term case for emerging market debt still intact?
2022 was a difficult year for fixed income in general, including emerging market debt, amid high inflation and aggressive rate hikes by central banks. While the global backdrop remains a headwind for emerging markets, relatively strong macroeconomic fundamentals in the major EM countries, combined with high starting yields and undervalued exchange rates within local currency debt should provide a buffer to any further volatility.
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White papers
Unmasking A $28 Trillion Biodiversity Risk: A Deep Dive into Our New Biodiversity Dataset
Biodiversity, or the variety of life on earth, is facing a sixth mass extinction. Humans have destroyed insurmountable areas of habitats both above and below water, resulting in a 68% decrease in animal populations since the 70’s. In fact, according to Dasgupta, demands on nature far exceed its capacity to supply them, putting biodiversity under huge pressure and society at “extreme risk”.
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White papers
The case for private markets: three things to know
In this uncertain market environment, investors struggle to enhance returns and reduce risk. Private markets — assets that are not traded on public exchanges, including debt, equity, real estate and real assets — may help achieve those goals. Investors should consider three important benefits as they evaluate allocating to private markets.