All Global articles – Page 29
-
White papers
10 investment themes for 2023
Although many investors are expecting a return to normal after inflation subsides and central banks stop raising interest rates, we believe markets are undergoing significant changes and it might be necessary to reset expectations in this new environment.
-
White papers
Climate Transition: Burning Questions for Credit Strategies
Transitioning the global economy to net-zero emissions presents a significant challenge, but it also offers an opportunity for fixed income investors—in energy, utilities, and beyond.
-
White papers
An entry point for sustainable SMID caps?
Policies aiming to drive investment in the sustainability transition and adapt to the post-pandemic business environment are generating opportunities for small- and mid-cap firms (SMID caps), which our Natural Capital strategy focuses on.
-
Asset Manager News
GLP Capital Partners recognized in 2022 PERE Global Awards
GLP Capital Partners Limited (“GCP”), a leading global alternative asset manager that focuses on thematic investing across real assets and private equity, is pleased to announce that it received two awards at the 2022 Private Equity Real Estate (“PERE”) Global Awards.
-
White papers
Cross Asset Investment Strategy - March 2023
European equities are favoured in a fragile earnings outlook
-
White papers
Sustainability watch: solar panels, seaweed, and hydrogen taxis
A sustainability revolution is underway and we believe it provides one of the biggest investment opportunities in history. This shift is accelerating – driven by policy, technology, consumer demand and market forces. It is fundamentally disrupting three systems vital to the global economy: energy, land and oceans, and materials.
-
White papers
Roving recession to staggered recovery?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
-
White papers
Notes from the Road: Inflation, Private Assets and a Cautious Consensus
The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note reflects on the key issues that clients have wanted to talk about in the early months of this year. Collectively, these topics give us a picture of what’s on investors’ minds.
-
White papers
Ahead of the Curve, Q1 2023
Read the latest views from our Chief Economist Silvia Dall’Angelo as she outlines three scenarios that could influence markets in the coming months.
-
White papers
COP 15: Global Biodiversity Framework elevates nature-related risks and opportunities
In December 2022, after multiple Covid-19-related delays, the conclusion of the COP 15 conference in Kunming, China, saw the agreement of a 2030 Global Biodiversity Framework which aims to halt and reverse nature loss by 2030.
-
White papers
Setting the tone: Private Equity International interview with Markus Benzler
Co-investment will continue to play a crucial role in PE despite the present macro environment, says Markus Benzler, head of multi-managers private equity at UBS Asset Management
-
Asset Manager News
Strong growth in AUM to EUR 59.1bn (+21.6% y-o-y) in FY 2022 demonstrates resilience of PATRIZIA’s real asset investment management platform
FY 2022 preliminary financial results: Real Assets AUM and product offering further diversified with now close to 15% of Assets under Management (AUM) in the infrastructure sector with further strong growth potential and more than 11% of AUM outside of Europe, especially in Asia-Pacific and North America
-
White papers
Global Investment Views - March 2023
“The dichotomy between the real economy and markets is increasing even as the earnings outlook is getting weak, leading us to be sceptical of the risk rally.”
-
White papers
The soaraway rebound of global tourism
Global air traffic forecast to reach pre-Covid levels this year, boosted by the reopening of China.
-
White papers
Stewardship navigating a polarised world
With the publication by EOS at Federated Hermes of its 2022 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2022, which was carried out within a polarised landscape for active ownership.
-
White papers
EOS Engagement Plan 2023-2025
Our engagement plan identifies 12 key themes and 32 related sub-themes. We find this breadth of coverage is necessary to reflect the diversity of the issues affecting companies in our global engagement programme.
-
White papers
The 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
-
White papers
Direction of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
-
White papers
What does COP15 mean for investors and companies?
The UN’s Biodiversity Conference – also known as COP15 – delivered a new Global Biodiversity Framework that aims to halt and reverse destruction of the natural world. We attended COP15 as part of the Finance for Biodiversity Foundation delegation. Engager Sonya Likhtman outlines our involvement, what was achieved, and the implications for investors.
-
White papers
Tractor Beams: Satellite Tech and Precision Agriculture
As the global population increases and with more mouths to feed, could the answer to food insecurity lie in space?