All Global articles – Page 50
-
White papers
5G Digitalization: Bringing the Back Office Forward
5G digitalization technology is streamlining small and mid-sized businesses’ (SMB) back office processes. What opportunities could this bring?
-
White papers
The Widening Appeal of Private Placements & Infrastructure Debt
Illiquid asset classes like private placements and infrastructure debt can offer investors incremental risk-adjusted returns, as well as a number of other compelling competitive advantages.
-
White papers
How the Ukraine crisis could affect global food sustainability
With the prices of various food staples off the charts, Robert-Alexandre Poujade explores the knock-on effects that Russia’s invasion of Ukraine will likely have on global food security and broader sustainability.
-
White papers
A fireside chat about the Hong Kong dollar as it revisits 7.85
For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking threshold, under which the Hong Kong Monetary Authority limits the currency’s trading range against the US dollar. Chi Lo, our senior market strategist in Hong Kong, explains what is happening and discusses the mechanism in place to sustain the Hong Kong dollar peg.
-
White papers
Staying Buoyant with Floating-Rate Securitized Products
Investors flock to floating-rate assets during periods of rising interest rates for two primary reasons: they stand to benefit from increasing coupon payments as policy rates rise, and the assets’ minimal duration risk provides insulation during periods of volatility in long-duration assets. Judging by the $53 billion of inflows since the start of 2021, investors are often steered towards leveraged loans when it comes to floating-rate assets.
-
White papers
Engagement theme: Climate change
Climate change is one of the central pillars of AXA IM’s engagement with companies. While this theme is transversal and relevant to all firms from all sectors, we focus our efforts where materiality is greatest, notably energy (hence the relevance of UN SDG 7 and SDG 13), but also banks – through their lending policies as well as the building materials industry.
-
White papers
Are We There Yet?
Regardless of whether we get a hard or soft landing, we likely face a steep approach to the runway in trying to “land this plane.” The question is, how well consumers and companies absorb the slowdown, and whether sentiment is already bearish enough to create long-term value.
-
White papers
Russian Gas Flows Face New Obstacles
The risk-off tone and heightened volatility in markets continued this week. Disruptions in European gas supplies (see page 2) led the euro to depreciate against the U.S. dollar, approaching 2016 lows. Meanwhile, elevated inflation data in the U.S. buoyed stagflation fears and expectations of an aggressive Fed tightening path, leading equities and the U.S. 10-year yield lower.
-
White papers
Shanghai’s lockdown – What might it mean for global supply chains?
A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of China’s largest hubs, Shanghai’s manufacturing and transport capacity is simply too big to be replaced elsewhere.
-
White papers
Relative value in EM local markets
Emerging market (EM) core inflation has risen by less than US inflation, in part due to weak economic conditions within EM and proactive EM central banks. The acceleration of interest rate hikes by EM central banks has driven up real interest rate differentials between EM and the US, making ...
-
White papers
Air travel is taking off again
After two years of relatively empty skies, Ryanair CEO Michael O’Leary is an eyewitness to the incredible resurgence of demand for air travel. Faced with long security delays at Dublin Airport, he implored the Irish government to call up the army last month to help process eager travelers flooding the terminals.
-
White papers
The Great Wave of Yen Weakness
Templeton Global Equity Group highlight that the weaker Japanese Yen is thought of as positive for Japanese businesses with a high degree of exports, but it may not necessarily be as beneficial as many think.
-
White papers
Alternative Data: Workforce Recovery and the Great Resignation
More displaced workers seem ready to come back into the labor force, but employers may need to watch their highly compensated “stayers.”
-
White papers
LaSalle Global Partner Solutions
LaSalle Global Partner Solutions (“LaSalle GPS”) is a division of LaSalle Investment Management with a Global AuM of $7bn (as of Q4, 2021). The real estate platform offers investors access to global investment opportunities across private and public equity, and private and public debt sectors through a range of vehicles such as commingled funds, join ventures, co-investments, and listed securities.
-
Asset Manager News
Nuveen Real Estate Launches Global Impact Investing Sector Focused on Community Revitalization, Resident Well-Being
Nuveen Real Estate today announced the launch of a comprehensive global impact investing sector that will focus on building the vitality and sustainability of entire communities by enriching the lives of their residents. Nadir Settles will serve as Global Head of Impact Investing and Pamela West as Senior Portfolio Manager, Impact Investing. Nuveen Real Estate is one of the world’s largest real estate investment managers with more than $152 billion of assets under management.
-
White papers
ESG Themes Take Center Stage
Real estate has been at the centre of the broader Environment, Social, and Governance (ESG) movement, which includes social and governance priorities alongside environmental ones.
-
White papers
Allocation Views - May 2022
Our Franklin Templeton Investment Solutions team suggest broader supply disruptions that continue to hold consumer price inflation at extremely elevated levels, are key factors fueling aggressive rate hike cycles across developed markets.
-
White papers
How Ukraine Mission Creep Will Fuel the Next Inflation Wave
And that’s on top of the other risks from war aims that are turning ever more resolute, expansive, and vague.
-
White papers
Demographics of Migration - ISA2022 Insight Report
LaSalle’s survey of migration demographics Great migrations have contributed to the rise of cities for many centuries. The push and pull factors in the 2020s are not unlike those experienced in history: including pandemics, wars, socio-economic factors, and immigration policies. In our survey of current migration patterns, we discover great variety around the world. Key findings are summarized below:
-
White papers
Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views
Today climate change is arguably the most critical long-term challenge that humanity is facing. “Climate action failure” is not only the top longterm threat in the World Economic Forum’s Global Risks Report for 2022, but is also a key element for investors to factor in when building long-term assumptions on the economy and markets.