All Global articles – Page 39
-
Research Report
Policy changes and emerging risks for companies and investors
Biodiversity is the new climate change, with policymakers attending the COP-15 UN Biodiversity Summit in December expected to seal a ground-breaking agreement to protect nature. This new Paris-style global accord should accelerate efforts to tackle the biodiversity crisis and align finance flows and investment portfolios with nature-positive objectives.
-
Research Report
How to account for nature’s role in the economy
In prioritising economic development, humanity has caused considerable damage to the natural world and its ecosystems. Yet a degraded biosphere will have a direct impact on growth and human welfare over the next several decades.
-
White papers
After a Terrible Year for Markets, What’s Not Priced In?
It’s more or less clear where investors think the world is headed, but they are surely missing something.
-
White papers
Despite headwinds, ESG continues to perform
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator. Our previous research confirmed the link between social and governance factors . In the latest findings, the importance of environmental metrics is evidenced, with the best placed companies performing ahead or in line with peers, while poorly ranked companies tend to significantly underperform.
-
White papers
Blue Economy: Because protecting our planet requires a sea change
The decision by the United Nations to dedicate the decade 2021-2030 to protecting the oceans reflects an unavoidable reality: that ocean and maritime pollution is a top priority challenge from an environmental, social and economic point of view.
-
Asset Manager News
Press conference on the International High-Rise Award 2022/23 – Announcement of the winner
For the tenth time, the City of Frankfurt, Deutsches Architekturmuseum (DAM) and DekaBank are bestowing theInternational High-rRse Award (IHA), which entails prize money of 50,000 euros.
-
White papers
Recession watch: triggers, outlook and what next for central banks
While recession risk is clearly elevated around the world, they are notoriously hard to predict with any accuracy, in terms of timing, duration or impact.
-
White papers
Emerging market equities—why now?
Emerging markets are resilient and better positioned than developed markets to face the current uncertain global environment, according to Franklin Templeton Emerging Market Equity’s Andrew Ness. He makes the case for investors to take a look at this underappreciated and undervalued asset class.
-
-
White papers
Four reasons why social investing will be a driver of long-term sustainability
When it comes to environmental, social and governance (ESG) investing, the spotlight has historically shone brightest on the ‘E’ – especially in recent years as attention has intensified on the climate emergency.
-
White papers
Global Investment Views - November 2022
Central banks (CBs) are trying to work out how far they should go in terms of their aggressive tightening talk. We see four main factors to consider when assessing whether we will see pivots from CBs: (1) The still strong job market does not support a shift in stance from the Fed.
-
White papers
Not in Kansas Anymore
Investors navigating daily market volatility must come to terms with rising risks that we are entering a very different world.
-
White papers
Why the Climate Transition Will Reshape the Global Economy: In Graphs
Climate change is one of the greatest risks of our time—and tackling it will likely drive a number of shifts across the world that investors need to understand.
-
White papers
How the Robot Revolution Will Supercharge Productivity (Part I)
What will happen to human roles and employment in this automated future? Which countries or industries will benefit the most?
-
Podcast
The Investment Podcast: Time to allocate to mispriced consumer finance opportunities?
Imagine a new global financial crisis (GFC) materialising every year from here. The market seems focused on the fact that it will get tougher for consumers, and is in some cases pricing in default rates equivalent to GFC levels of stress, for years to come.
-
White papers
Higher Prices Haven’t Spooked U.S. Consumers Yet
Solid U.S. retail sales and better-than-feared Q3 earnings suggest slowing but still-resilient consumer spending, which should support core inflation and keep the Fed on a hawkish path. Notable U.K. leadership changes gave markets a reprieve, though policy direction is uncertain.
-
White papers
If Tom Hanks in “Cast Away” had the new iPhone
As demand for connectivity rises across the globe, we believe an increasing range of options for satellite communication will emerge.
-
White papers
Schooling the Sovereigns
Bond markets appear to be disciplining policy inconsistencies, both within sovereigns and among them.
-
White papers
Asset Allocation Committee Outlook: 4Q 2022
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.
-
White papers
Five challenges for net zero investing
The Intergovernmental Panel on Climate Change gave the world a stark warning in 2018 of the dangers of failing to limit the global temperature rise from climate change to 1.5 degrees.