All Global articles – Page 42
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White papersWhat are the key themes of the food transformation?
Global food systems are in urgent need of an overhaul. In their current form, these are responsible for USD 12 trillion a year in damage to people and the planet. A new approach is required, and this represents a significant investment opportunity.
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White papersThe Bull Case for Next Year: It Won’t be Worse Than This Year
It’s not a pretty outlook, but it’s important to keep thinking at least one or two moves ahead.
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White papersInsights into private markets (IPM)
Insights into Private Markets (IPM) is our next generation Real Estate Outlook (REO). IPM uncovers key insights across real estate, infrastructure, food & agriculture, private equity and private credit.
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People NewsKatharina Gödecke heads International Investment Business at Deka Immobilien
Katharina Gödecke (41) has been appointed Head of International Acquisitions and Sales at Deka Immobilien. Since 1 September 2022 she is responsible for Deka Immobilien’s non-European investment business and its activities in the UK and Ireland.
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White papersMarket Scenarios and Risks - September 2022
We have reviewed the content and probabilities of our scenarios. First of all, we have included in our central scenario some of the risks that are materialising (e.g. stagflation in Europe) and that were previously included in our downside scenario.
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White papersRational inattention at the core of central bank strategy
The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated the dramatic shift in spending from services to goods and the effects of such a shift. The fact that inflation expectations remain subdued is likely due to rational inattention. In the absence of monetary tightening, we believe that inflation expectations would inevitably get de-anchored.
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White papersHow can investors aid pandemic resilience?
Covid-19 taught us important lessons on pandemic preparedness. How can we plan for the future, and how can investors help bolster resilience against future pathogens? Alexander Bernhardt and Delphine Riou explore.
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White papersCould emerging markets be more vulnerable to rising food costs?
The Franklin Templeton Fixed Income team look at the significance of food prices and the history of profound changes that previous price shocks have brought with them.
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White papersClean water solutions for a thirsty world
Natural capital includes all of the earth’s natural resources including freshwater reserves and aquatic ecosystems. Demand for water is increasing just as its supply is being degraded by urbanisation, plastic waste, mismanagement of agricultural chemicals and thermal pollution. We make the case for investing in water solutions to help preserve this vital aspect of natural capital as one of the engines of our economy.
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White papersCross Asset Investment Strategy - September 2022
While a global recession may be avoided, we are likely to see growth deceleration and high inflation (higher cost of living) along with regional divergences. Thus, investors should consider moving to a more cautious stance on equities particularly in Europe, but retain preference for US and for China, although to a lower extent on China.
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White papersGrowth of the global rental housing sector
The rental housing sector has been experiencing global growth for years, accelerated by the COVID-19 pandemic. The increasing occupier demand and the steady nature of residential rental income are some key drivers for this trend.
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White papersGlobal Investment Views - September 2022
The summer season has temporarily brought some sunshine to investors as the main equity markets had been rallying until mid-August. Supporting this trend was a series of assumptions on key themes driving the market: inflation was assumed to be at its peak and starting to recede; growth was assumed to be on a soft landing path; and central banks were assumed to have done most of the work needed.
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White papersBiomaterials: nature’s renewable alternative
While chemicals are useful, they are also harmful and resource-intensive. Biomaterials are part of the green chemistry industry that represents a non-hazardous and resource-efficient alternative with enormous potential.
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White papersWhat is the circular economy and why is it essential for real sustainability?
The current economic model is outdated. A transition to a circular economy is needed to ensure greater efficiency and a reduction in harmful practices.
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White papersAdvanced Investment Phazer: a guide to dynamic asset allocation
Economic cycles have been a crucial driver for financial markets, making regime-based dynamic asset allocation (DAA) a common practice in supporting optimal portfolio construction. Changes in key economic indicators, monetary policy trends and the evolution of financial leverage have proven a reliable guide in identifying business cycle phases.
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PodcastHow the Space Economy Is Achieving Liftoff
In the 65 years since Sputnik launched, many people on Earth have been curious as to what is attainable to us within our solar system. Though in recent years, the emergence of the “Space Economy” has provided more context into what market opportunities are getting created from this rapidly growing industry.
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White papersInnovation insights: Forest fires and innovation - the case for long-term thinking
In their latest Innovation insights, Franklin Equity Group examines how in taking a long-term perspective, one starts to understand how a downturn can be healthy for the ecosystem.
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White papersIndustry trends: Brown to green – sustainable aviation fuels
Multiple disruptions are shaping the infrastructure sector, including the global net zero focus, funding shifts driven in part by government stimulus packages and digital transformation. In our Infrastructure Outlook report, we highlight some of the areas that we believe investors will hear a lot about.
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White papersMoney to burn?
Reducing methane emissions this decade is probably the single most important action the world can take to reduce the rate of global heating. Diana Glassman explains how we are engaging with oil and gas producers and pipeline operators to tackle the problem.
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White papersThe modern meal deal: a constant craving
In the sixth article in our Insights series on the social and environmental impacts of the global food system, Zoe de Spoelberch examines the supersized problem with ultra-processed and pre-packaged food.
