All Global articles – Page 50
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White papersInto the Inflationary Slowdown
As inflation persists and recession risks rise, our Asset Allocation Committee sees more yield potential in fixed income and favors commodities for ongoing inflation exposure, but remains cautious in equities.
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White papersESG Thema #10 - There is no place like Earth: How investors can address biodiversity loss
Biodiversity, or the term used to describe all living organisms and ecosystems of which they are part, is declining at an alarming rate with now 1 million (out of an estimated 8 million) plant and animal species being threatened with extinction.
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PodcastThe Investment Podcast: Key growth drivers for private markets
With interest rates, inflation and growth out of kilter, the world is in an extraordinary place. While it may be difficult to see exactly where and how to invest, periods of volatility do also throw up opportunity. In this latest episode, Will Nicoll considers the two big growth engines for private markets that will fundamentally reshape various economies around the globe.
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VideoCurrent and Future Opportunities Within the Space Economy
The range of current and potential future opportunities presented by the space economy is considerable. In this video, Senior Portfolio Manager, Michael Barr looks at a range of these, highlighting some recent breakthroughs as well as potential future developments.
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White papersWhat comes after globalisation?
The end of the Cold War acted like a catalyst for the liberal international economic order and free world trade. Cash and commodities moved across the globe at will. Location patterns were reshuffled. Asian countries, especially China, beckoned with a seemingly inexhaustible supply of cheap labour. With their labour market largely unregulated, they became the world’s extended workbench.
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White papers*Sustainable by nature sequel: our portfolio biodiversity footprint*
Research has found that on a number of levels, nature is unravelling. This poses an existential threat to societies and economies – and by extension asset owners and investors. As an asset manager with clients who depend upon a stable biosphere, we have a responsibility to understand how our investments impact nature and how nature loss may translate into financial risks.
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White papersEmerging market debt: an active approach
Emerging market debt (EMD) has already broadened and deepened significantly in the last few decades and as the asset class has developed, it has become more appealing to a broader investor base. Issuance has increased, thereby improving liquidity.
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White papersGlobal Investment Views - July 2022
Dramatic price action has taken place over the past weeks in equities and bonds, following hot inflation prints, central bank (CB) actions and rising concerns over economic growth. These events are a reminder of the regime shift, in which we are witnessing the resurgence of stagflationary risks and central banks trying to assert their credibility.
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White papersSticker Shock Sinks In
Investor sentiment has whipsawed in recent weeks amid focus on growth risks. U.S. and euro area PMIs underperformed and real U.S. spending fell for the first time since November. On the other hand, China has taken a step to relax restrictions. Watch for U.S. jobs data next week.
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White papersESG Global Study 2022
Many investors are contemplating how to integrate environmental, social and governance (ESG) issues into their investing decisions. In this, our second ESG annual study, we surveyed more than 1,100 global professionals, including advisors, consultants and intermediaries. The result is a comprehensive report providing in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.
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White papers2022 Midyear Outlook - Long-term perspective on markets and economies
We are living through a pivotal time in history, marked by geopolitical realignment, high inflation, volatile financial markets and the end of a 40-year period of declining interest rates. The title of this new era could be Brave New World or Back to the Future. But the title I would select is Revenge of the Boomers, because a lot of these events are rhyming with the past, particularly the early 1960s.
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VideoThe promise of Web 3.0
Already a USD50 billion market, NFT (non-fungible token) sales is expected to grow by more than 10% every year through to 2030.
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White papersWhat is the impact of Covid and the Ukraine crisis on fiscal policy?
The past two years have brought not one but two generation-defining events – Covid and the war in Ukraine. Together, they will leave a far-reaching economic and societal legacies.
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White papersWith inflation on the rise, what is the long-term economic impact?
Inflation’s resurgence during the past year has awakened fears that the global economy has returned to the 1970s – a period when growth stagnated and central banks lost control of price stability. That’s too pessimistic a view.
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White papersResponsible Investment Quarterly - Q1 2022
Welcome to the newly designed Responsible Investment Quarterly. Over a number of years we have developed the publication to showcase Columbia Threadneedle Investment’s responsible investment (RI) capabilities across Europe, Asia and the US. In this new incarnation we wanted to focus more on the RI research embedded within our investment process, and how it supports and furthers our investment approach across the globe.
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VideoIntroduction to the Neuberger Berman Global Senior Floating Rate Income Fund
Joseph Lynch examines the case for floating rate loans, updating on the market outlook and introducing the Neuberger Berman Senior Floating Rate Income Fund.
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White papersUsing AI to find the best locations for urban logistics hubs
The ongoing repercussions of COVID-19 have dealt a cruel blow to many market sectors, but some are benefitting. E-commerce is one clear winner.
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PodcastThe Mission Toward Carbon Transition
Global energy demand continues to increase as populations grow. Therefore the global economy is shifting into a greener one, or is it? What role does carbon play across infrastructure and are companies implementing changes across their operations as a result?
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White papers*Private market assets: the new funding stream that’s here to stay*
Private market assets have transformed the investment landscape in the 14 years since the global financial crisis.
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WebinarRecession and Inflations - Historical Lessons
Managing Partner and Head of Global Securities, Corrado Russo walks though how REITs have performed before, during and post the previous recessionary periods and what that might suggests in terms of expectations looking forward.
