All Global articles – Page 47
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White papersBanking woes take centre stage
We reflect on a tumultuous week in the banking sector as markets take stock of UBS’s bailout of Credit Suisse. Amid echoes of the past, our experts ask: is there more to come?
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White papersMultinational companies can thrive in tough times
As a portfolio manager, I invest in many large, multinational companies. The most common question I get these days is whether I am worried about the impact of de-globalisation. The risks are clear: rising US-China tensions, the war in Ukraine, increasing trade barriers, broken supply chains, a painful bear market and a slowing global economy.
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White papersColgate-Palmolive case study
Following nearly two years of engagement as the lead for the Climate Action 100+ (CA100+) collaborative engagement with Colgate-Palmolive, the company published its first report aligned with the Task Force on Climate-related Financial Disclosures’ (TCFD) recommendations.
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White papersBiodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
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VideoHow to Gauge a Good Growth Company
I think everyone’s trying to figure out what happens with the economy on a global basis. What’s the impact of interest rates, where do they ultimately settle out? We’re focused on businesses.
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White papersISA Focus: Revisiting the future of office
The balance of virtual and in-person interaction is close to a post-pandemic steady state. So we observed in our ISA Outlook 2023, where we called this out as one of our key global themes for the year.
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VideoAndrew Parsons Interview: The investment opportunity relevant today, tomorrow and 10 years from now
While the sector is going through a rough patch, Resolution Capital’s Andrew Parsons thinks Global REITs can make a comeback. The Resolution Capital Global Property Securities Fund (Managed Fund) (ASX: RCAP) is the only actively managed global REITs ETF available on the ASX and it focuses is on giving investors the “opportunity to gain exposure to some of the world’s best underlying real estate in a listed form”, says Chief Investment Officer Andrew Parsons.
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White papersChatGPT on the wall, should 5G be abandoned at all?
The emergence of revolutionary artificial intelligence chatbot technology has created strong competition among major tech companies, all vying to create their own versions. But 5G also plays an important role in this market.
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White papersGlobal Investment Views - April 2023
“We are moving towards a more uncertain economic backdrop, with lower visibility on central bank actions. This calls for a prudent stance on risk assets.”
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PodcastManaging Investment Risk During a Banking Crisis
In response to the tumultuous month for the banking sector, Randy Mangelsen and John Hockers, co-heads of Investment Analytics at Allspring, discuss the recent bank failings and the risk analysis tools they use to navigate the situation.
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White papersLiquid Alternatives — Why Now?
2022 left investors scrambling to preserve capital and find alternative sources of return. Both equities and bonds across the globe suffered in the high inflation and rising interest rate environment. The S&P 500 Index ended the year at -18.1%, the MSCI EAFE Index ended at -14.5%, and the Bloomberg Aggregate Bond (US Agg) Index ended at -13.0%.
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White papersRedefining Offense and Defense in Equities: The Evolution of Technology and Healthcare
Investors tend to have deeply engrained beliefs about what performs best in various market conditions—often for good reason. But sometimes, common knowledge becomes obsolete. Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect.
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White papersA global assessment of the implications of recent banking sector developments
”Due to tightening financial conditions, we expect a weaker US economic outlook, and a less aggressive Fed: a small increase in rates is still on the cards and then a pause.”
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White papersAt the Crossroads, Seeking Direction
Faced with historically inverted yield curves, unbalanced equity markets and economic conditions unseen for 40 years, investors are agonizing over their next steps.
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White papersIdentifying key sustainable themes for 2023 and beyond
With sustainability permeating all parts of the economy, portfolio manager Pauline Grange explores some of the key themes for 2023 and beyond, from energy security and decarbonisation to electric vehicles and tech and automation
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White papersFurther concerns, or contagion? The latest on global market volatility
Over the past week, investors have had to digest U.S. banking failures and the threatened collapse of a major European bank. This stress has finally underscored the tensions between global central banks’ efforts to tame inflation and growing concerns that further policy tightening will spark a crisis. As we all follow the latest developments, it’s important to consider each of them in context.
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White papersHome away from home
Fragilities within the global trading system have accelerated the shift towards nearshoring, with developing countries such as Mexico standing to benefit from this change.
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White papersESG Viewpoint: The challenges of realising zero-carbon cement
Can cement emissions be curbed, while still allowing for crucial infrastructure growth?
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White papersThe Road to Decarbonization Is Bumpy. Carbon Allowances Can Help.
The global pursuit to limit rising temperatures has bolstered carbon allowances markets. As these instruments flourish, they’ve become a distinct asset class that offers hedging and other benefits in a portfolio.
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White papersFrom Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept. Academics generally circumscribed it to a mere anti-value status. We show that growth-oriented stocks not only present the characteristic of being expensive and over-priced.
