All Global articles – Page 41
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White papers
Navigating the Emerging Markets Default Wave
Despite record defaults, stresses remain relatively low for the asset class overall.
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White papers
Investing at a Crossroads: Three Themes for Today’s New Challenges
As 40-year tailwinds turn to headwinds, we distill an era of sometimes bewildering change into three themes and a new investment playbook.
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Podcast
Disruptive Forces in Investing Podcast: Investing at a Crossroads
As many of the tailwinds of the past 40 years turn to headwinds, what could be the new long-term investment playbook?
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White papers
Global Investment Outlook: Actively selecting opportunity in uncertain times
The current state of the global economic landscape has led to flat or inverted yield curves in most government bond markets, US dollar strength, diminishing central bank support for financial markets, elevated price volatility across most asset classes and higher commodity prices. In this global investment outlook, our investment teams share how this backdrop impacts their current outlook.
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White papers
Portfolio construction themes in these times of inflation
Investors seeking to put this bear market behind them aren’t out of the woods yet. Hopes that inflation might peak quickly, that the U.S. Federal Reserve would pivot, and that the global economy could emerge unscathed — all have diminished.
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Asset Manager News
International High-Rise Award 2022/23 - In the jubilee year: projects from four continents in the final for the world’s best high-rise
The finalists of this year’s International High-Rise Award (IHA) have been determined. The jury selected five buildings from Asia, Australia, Europe and North America from a total of 34 nominated high-rise buildings from 13 countries.
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White papers
Time to refocus on bonds - Rethinking portfolios after the great repricing
Inflation has risen to levels not seen in 40 years, leading to a repricing of financial markets this year, which has been particularly severe in the fixed income space. Central Banks have already started to hike rates and turn to the hawkish side to avoid de-anchoring inflation expectations. The era of low or even negative interest rates is over.
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White papers
Fixed Income Views: Paradigm shift
Global central banks adapt to a new reality as they continue to raise interest rates to fight inflation and bring it under control. Fixed Income Views explores the implications for investors as they prepare to be challenged by rising rates and higher volatility.
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White papers
Can we trust inflation forecasts?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we argue that inflation forecasts have become irrelevant in a volatile inflation environment and suggest more attention should be given to the components behind the overall figure.
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White papers
Shipping and the transition to net zero
It will cost an estimated USD 1.65 trillion to decarbonise the shipping industry. What is the current state of the industry and what are some of the investable solutions that are enabling the transition?
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White papers
Looking to the Investment Horizons for tomorrow’s liveable cities
By 2050, around two-thirds of the world’s population will live in cities. That’s why real estate leaders must determine how future cities can best deal with growing challenges, such as climate change, while unlocking the potential presented by emerging technologies yet placing people at the heart of any solution.
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White papers
Have investors deployed enough hedges?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we take stock of the Federal Reserve’s determination to bring inflation under control at the cost of economic growth and outline how this is impacting our portfolio positioning.
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White papers
The burning issue: Avoiding ESG fatigue
How can we face existential problems and stay positive? Abigail Herron contemplates simple steps to protect momentum and avoid burnout.
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White papers
Frontloading
The global economy remained largely resilient in the first half of 2022, despite war in Eastern Europe, commodity shortages, and inflation. However, this is leading most major central banks to turn increasingly hawkish and frontload rate hikes which should weigh on growth.
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White papers
Bridging the infrastructure investment gap
The world has a tremendous need for infrastructure, a hunger that governments alone cannot meet. Private investment will be essential for communities to ensure they can meet the challenges of this century, explains Wolfgang Egger, CEO and Founder of PATRIZIA.
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White papers
Real estate impact offers real change in Europe and beyond
Growing inequality and environmental issues across global cities underline the need for radical change. In such a climate, real estate impact strategies offer long-term value while tackling critical global issues that address the needs of local communities.
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White papers
Eco-design and repair for circularity and regeneration
The transition to a circular bio-economy is creating investment opportunities for commercial solutions that leverage eco-design and cater to growing consumer demand for sustainable, durable and repairable products.
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White papers
Innovation in ESG municipal bond investing
Nuveen developed an proprietary leading ESG scoring methodology that identifies municipal issuers that are ESG leaders relative to their peers. Using a comprehensive approach, Nuveen seeks to helps clients achieve the investment benefits of municipal fixed income while aligning with their values and helping to provide positive outcomes for our communities.
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White papers
Multi-Asset Allocation Views: Seeking alternatives to equities
In this Allocation Views, companies globally expect profit margins to increasingly come under pressure over the coming quarters. Our Franklin Templeton Investment Solutions team share their views on which asset classes are best positioned.
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White papers
Capital with purpose – impact investing in listed equities
Faced with complex global issues like climate change the definition of impact investing needs to expand. Our Global ESG Equities Team argue the case for making a positive difference through investment in public equities.