All Global articles – Page 30
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Podcast2023 Fixed Income Midyear Outlook: Riding the Curve
Martijn de Vree, head of Fixed Income Solutions, and George Bory, chief investment strategist for Fixed Income at Allspring, discuss strategies that global fixed income investors can pursue in today’s markets. A more complete discussion can be found in Allspring’s midyear report to investors.
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White papersSchroders Capital Global Real Estate Lens June 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersHow investors can get on board with sustainable travel and transport
International tourism is expected to return to almost pre-pandemic levels this year, but this poses something of a conundrum. How do we combine the economic and wider benefits of travel with the increasing urgency of the need to tackle climate change?
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White papersImpact Investing – Global Emerging Markets
“It’s one thing to feel that you are on the right path but it’s another to think that yours is the only path.” Paulo Coelho
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White papersHow 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 papersWill Artificial Intelligence Become the “Terminator”?
Read more on the risks and opportunities of Artificial Intelligence
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White papersPutting 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 papersStock 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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VideoA 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 papersConflict 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 papersAllspring 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 papersIs 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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PodcastFixed 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 papersESG 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 papersLooking 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 papersCan 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 papersThe 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 papersThe 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 papersBeyond 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.
