All Global articles – Page 28
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White papers
Biodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
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White papers
Market volatility and developments in the banking sector
What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally? Check out highlights from our most recent discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
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Video
How to Gauge a Good Growth Company
I think everyone’s trying to figure out what happens with the economy on a global basis. What’s the impact of interest rates, where do they ultimately settle out? We’re focused on businesses.
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White papers
ISA Focus: Revisiting the future of office
The balance of virtual and in-person interaction is close to a post-pandemic steady state. So we observed in our ISA Outlook 2023, where we called this out as one of our key global themes for the year.
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Secondary Market Investing: 10 Themes for 2023
If you look at the secondary market today compared to a little over a decade ago in 2010, there was about $10 billion in secondary volume. We were coming out of the Global Financial Crisis, and people were using the secondary market when they were distressed. It was a small industry and there was barely any press around secondaries.
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White papers
ChatGPT on the wall, should 5G be abandoned at all?
The emergence of revolutionary artificial intelligence chatbot technology has created strong competition among major tech companies, all vying to create their own versions. But 5G also plays an important role in this market.
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White papers
Global Investment Views - April 2023
“We are moving towards a more uncertain economic backdrop, with lower visibility on central bank actions. This calls for a prudent stance on risk assets.”
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Podcast
Managing Investment Risk During a Banking Crisis
In response to the tumultuous month for the banking sector, Randy Mangelsen and John Hockers, co-heads of Investment Analytics at Allspring, discuss the recent bank failings and the risk analysis tools they use to navigate the situation.
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White papers
Liquid Alternatives — Why Now?
2022 left investors scrambling to preserve capital and find alternative sources of return. Both equities and bonds across the globe suffered in the high inflation and rising interest rate environment. The S&P 500 Index ended the year at -18.1%, the MSCI EAFE Index ended at -14.5%, and the Bloomberg Aggregate Bond (US Agg) Index ended at -13.0%.
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White papers
Redefining Offense and Defense in Equities: The Evolution of Technology and Healthcare
Investors tend to have deeply engrained beliefs about what performs best in various market conditions—often for good reason. But sometimes, common knowledge becomes obsolete. Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect.
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White papers
A global assessment of the implications of recent banking sector developments
”Due to tightening financial conditions, we expect a weaker US economic outlook, and a less aggressive Fed: a small increase in rates is still on the cards and then a pause.”
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White papers
At the Crossroads, Seeking Direction
Faced with historically inverted yield curves, unbalanced equity markets and economic conditions unseen for 40 years, investors are agonizing over their next steps.
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Identifying key sustainable themes for 2023 and beyond
With sustainability permeating all parts of the economy, portfolio manager Pauline Grange explores some of the key themes for 2023 and beyond, from energy security and decarbonisation to electric vehicles and tech and automation
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White papers
Local-currency emerging market debt: A distinctive asset class
Franklin Templeton Fixed Income suggests that investing in local-currency and hard-currency emerging market debt has many similarities. In this paper they consider those factors and the opportunities available.
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White papers
Further concerns, or contagion? The latest on global market volatility
Over the past week, investors have had to digest U.S. banking failures and the threatened collapse of a major European bank. This stress has finally underscored the tensions between global central banks’ efforts to tame inflation and growing concerns that further policy tightening will spark a crisis. As we all follow the latest developments, it’s important to consider each of them in context.
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White papers
Home away from home
Fragilities within the global trading system have accelerated the shift towards nearshoring, with developing countries such as Mexico standing to benefit from this change.
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White papers
ESG Viewpoint: The challenges of realising zero-carbon cement
Can cement emissions be curbed, while still allowing for crucial infrastructure growth?
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White papers
The Road to Decarbonization Is Bumpy. Carbon Allowances Can Help.
The global pursuit to limit rising temperatures has bolstered carbon allowances markets. As these instruments flourish, they’ve become a distinct asset class that offers hedging and other benefits in a portfolio.
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White papers
From Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept. Academics generally circumscribed it to a mere anti-value status. We show that growth-oriented stocks not only present the characteristic of being expensive and over-priced.
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