All Global articles – Page 44
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White papersFixed Income Perspectives - July 2022
The combination of persistently high inflation, aggressive central banks and tightening financial conditions is weighing on financial markets and global growth outlooks. While valuations across many sectors look compelling after the market sell-off this year, we are exercising caution given greater uncertainty and elevated recession risk.
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White papersCan equity value investing be sustainable?
Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint and a lower environmental, social and governance (ESG) score than corresponding traditional, market-capitalisation-weighted indices which invest in all listed companies. Can value portfolios be made sustainable?
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White papersWhat the Ukraine crisis means for markets – and the fight against climate change
As the Ukraine crisis continues, we examine the potential implications for the global economy, the transition to net zero and what it all means for investors.
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White papersWhy geopolitics must not derail the energy transition - or investors’ resolve
Energy security, the robustness of global supply chains and climate change have become inextricably linked in recent years. Geopolitical and environmental tensions have contributed to the need for companies to focus on shortened supply chains and reduced carbon footprints, and for governments to incorporate sustainability into fiscal investment and policy frameworks.
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Asset Manager NewsInternational High-Rise Award 2022/23: 34 High-Rise Projects Nominated Globally
The buildings nominated for the International High-Rise Award 2022/23 have now been announced. Deutsches Architekturmuseum (DAM) has selected them from more than 1,000 new high-rises worldwide dating from the past two years. In autumn, the five finalists will be announced. Then, on November 8, 2022, the winner of the International High-Rise Award will be presented in the Paulskirche (St. Paul’s Church) in Frankfurt/Main.
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White papersUkraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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White papersGlobal Macro Outlook - Third Quarter 2022
The global economic outlook deteriorated sharply in the second quarter and markets are increasingly concerned that higher rates will lead to a recession. This outcome isn’t a certainty, but the probability of slower or negative growth has increased materially as inflation has stayed high.
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White papersFrom Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
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White papersThe circular economy: A potential value driver across industries
Our ‘take-make-dispose’ approach to production and consumption has become a threat to the planet and to well-functioning economies. Over the last 50 years, natural resource extraction has tripled, and the rate of extraction has been accelerating since the year 2000. In 2019, more than 90 billion tonnes of materials were extracted and processed, contributing to about half of global CO2 emissions and responsible for about 90% of biodiversity loss and water stress.
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WebinarBarings Global Agriculture Webinar
Sustainable Agriculture: Doing More With Less to Support Future Generations
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White papersEM Debt: Finding Fundamental Value Amid a Challenging Backdrop
While challenges remain for EM debt, technicals, in some cases, have caused market prices to overshoot their fundamental value to the downside—creating opportunities for active, bottom-up managers.
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White papersGlobal Investment Views - August 2022
The first sequence of the double bear markets (in equities and long-term bonds) adjusting to the end of easy money and rising inflation is almost complete. Now, the narrative has changed, with a shift in focus to deceleration of growth vs fears of inflation.
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WebinarWebinar Replay: Stock-Bond Correlation: A Global Perspective
For most of their careers, asset allocators have invested in a negative stock-bond correlation world. When stocks fall, sovereign bonds rising generally rise in value – providing a hedge against equities within a diversified portfolio.
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White papersDiversity Leaders Open New Doors for Equity Investors
More companies are discovering that policies promoting diversity, equity and inclusion (DEI) are good for business. Equity investors who can find these “diversity leaders” will discover a promising source of return potential, especially in businesses that rely on human capital to drive innovation and business performance.
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White papersAre Carbon Offsets the Next ESG Investing Frontier?
Carbon offsets occupy a relatively small space on the spectrum of environmental, social and governance (ESG) issues. But as more countries and companies commit to net-zero carbon emissions goals, they’re steadily gaining attention from investors as a tool to accelerate carbon reductions. Growing demand has fueled record-high prices in some markets.
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PodcastThe Investment Podcast: How much inflation protection can real estate offer?
Like every asset class, the real estate sector is grappling with spiralling inflation and rising interest rates. In times like these, real estate has traditionally been seen as a hedge against inflation, but does it still hold true in the context of what has driven today’s inflationary picture?
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VideoWhy energy storage is the focus for the next decade
Climate technology innovation panel, UBS APAC Sustainable Finance Conference 2022
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Podcast*The promise of RNA tech for pest control and beyond*
In the race to feed a growing world population effectively as well as develop environmentally sustainable crop protection solutions, messenger RNA technology – the basis for many successful Covid vaccines – looks particularly promising. Applications can eventually extend to biological solutions for other zoonotic diseases, but also chronic and genetic illnesses.
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White papersBeyond ESG: Driving climate impact through private equity
Sustainable investment has become a driving force in financial markets. Asset owners and managers increasingly appreciate that their fiduciary duty to generate risk-adjusted returns requires an understanding of how vital financial, natural and human capital are in value creation.
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White papersInflation is Hot—and Could Stay Hot
Autumn and winter should bring respite from the northern hemisphere’s punishing summer heatwave, but we don’t think they will ease the inflation temperature.
