All Global articles – Page 32
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White papersAre markets pricing in manufacturing’s comeback?
A significant number of surveys are pointing to a recovery in manufacturing. This is usually the most cyclical sector of an economy, and many economists choose to dissect it to interpret the economic cycle. In this weekly edition of Simply put, we ask whether this recovery can generate an upturn in corporate earnings.
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White papersTighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
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White papersFixed Income Investment Outlook 4Q 2023: Staying Airborne
Tight monetary policy is slowing growth, but we see room to avoid a hard landing in the U.S. while Europe and China remain key risks on a global basis. In a higher-for-longer rate environment, shorter maturities offer opportunity, with potential for modest duration extension in the two- to seven-year range. Within credit, we favor enhancing quality and are finding particular value in securitized markets.
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White papersAsset Allocation Committee Outlook: 4Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papersHow to double climate ambition with international carbon markets
The use of international carbon markets could lead the world to nearly double climate ambition relative to the national targets for mitigating emissions (NDCs) at the heart of the Paris Agreement by 2035. And this would not increase the total costs of emissions reduction, according to research co-authored by a member of the investment team for LOIM’s Global Carbon Opportunities Strategy.
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White papersHow is precision agriculture transforming food systems?
The transition to new food systems will disrupt existing profit pools across industries and create new ones. This transformation is anticipated to potentially generate annual revenues of USD 1.5 trillion globally by 2030.
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White papersMacroeconomic and financial market forecasts - October 2023
Macroeconomic forecasts as of 9 October 2023
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White papersReal estate: recovery in progress
With macroeconomic trends continuing to impact real estate, Carly Tripp, Global Chief Investment Officer of Nuveen Real Estate, sheds light on the recovery process and how real estate is performing across regions.
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White papersHow are style and inflation risks influencing ESG investors?
Soaring inflation and sharp shifts in equity market leadership have taken their toll on investors over the past 18 months or so. But how are these market events playing out in the ESG arena?
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White papersA bond market bruising: market snapshot
The yield on global government bonds reached multi-decade highs this week, as markets adjust to a sustained period of higher interest rates.
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White papersThe Fast and The Fuel-Less
Under pressure to find sustainable and less expensive alternatives to internal combustion vehicles, the shift to electric vehicles has been gaining momentum.
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White papersSDG Engagement Equity Q3 2023 case study: LKQ
LKQ is a global distributor of vehicle products, including replacement parts, used in the repair and maintenance of vehicles.
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White papersLabelled bonds: a silver lining from green debt
How has the labelled fixed-income market held up in view of macro events this year? We take a close look to pinpoint areas of strength. In particular, we highlight encouraging signs in the world of green debt, such as the number of repeat issuers among sovereigns.
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White papersSustainability watch: global carbon pricing, biofuels adoption, and American Climate Corps
Our selection of sustainability news from September includes news of “the beginning of the end” for fossil fuel dominance, a proposal to set up global carbon pricing, and legally binding targets to expand renewable energy faster.
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Asset Manager NewsAchmea Real Estate: Maximum rating for all Dutch funds and portfolios in GRESB
All Dutch real estate funds and portfolios managed by Achmea Real Estate have achieved the maximum rating of five stars in the leading Global Real Estate Sustainability Benchmark (GRESB). This means they are among the best-performing funds and portfolios globally in terms of sustainability.
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Asset Manager NewsReaching new heights: In the 2023 GRESB Real Estate and Infrastructure Assessments
UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to build momentum with another set of strong results in the 2023 GRESB Real Estate and Infrastructure Assessments.
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White papersEssential assets: The case for listed infrastructure
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
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White papersMarkets hit by ‘higher for longer’ rate expectations
After a volatile September, the S&P 500 Index is heading towards its first quarterly loss in 12 months.
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White papersInflation: Mapping the impact of the global rate hiking cycle
After a sustained era of cheap money, an abrupt and unprecedented shift in the global interest rate hiking cycle was ushered in, as the world’s major central banks sought to stave off surging inflation.
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White papersThree Fixed Income Market Scenarios
With roughly 500 basis points of rate hikes in the rearview mirror, the Federal Reserve has enjoyed significant progress in curbing U.S. inflation. However, reducing core inflation remains a challenge and many developed market central banks have recently taken a more hawkish tone. The European Central Bank and the Bank of England, in particular, may have more work to do.
