All Global articles – Page 52
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White papersResilience and Transition: Infrastructure Outlook
As major investors of pension capital, we see a number of emerging investment opportunities that can generate positive returns while contributing to the resilience of infrastructure assets that working people rely on every day.
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White papersA Value Opportunity in Hybrids
Recent spread-widening appears to reflect concern about rising rates incentivizing extensions, and an economic slowdown incentivizing coupon deferrals—concerns we regard as significantly overstated and a source of attractive valuations.
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White papersTaking real action on climate change is more critical than ever
As Thibaud Clisson explains, the window to limit the global temperature rise to 1.5C is closing fast, but there are investable solutions that can keep it within reach.
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White papersMarket snapshot: the ‘S-word’ looms into view
As investors grapple with the ongoing fallout from the Ukraine crisis and Covid-19, the risks posed by stagflation are growing.
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White papersBad Q1 GDP Report Hides Good News
Avoiding a disruptive cutoff of Russian energy supplies has helped maintain overall economic strength. However, a future phase-out of Russian oil raises concerns about inflation and economic activity.
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White papersGlobal Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
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White papersListening for the Tectonic Shifts
Salient developments will shape financial markets over the next year, but listen for sounds of more structural shifts in the economic and political order as well.
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White papersAn Aging Workforce Hunts for New Global Investment Opportunities
Richer, older, developed countries face slowing population growth, while poorer, younger, developing countries face faster growth. Successful investments could boost standards of living in these developing countries, aiding demand for goods, housing, transportation, and more.
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White papersFinding a way to net zero carbon in real estate
The need to transform the built environment for the better in the coming decades marks a key responsibility, and opportunity, for real estate investors. Embracing the transition to net zero carbon is imperative, framed by binding environmental targets and growing demand for green assets by occupiers. Net zero carbon buildings are at the heart of this – but there is currently little market standardisation around what this constitutes in practice.
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White papersCorporate ESG Impact Ratings: Concept, Process, and Implementation
Not all investors share the same ESG objectives. While most aim to manage ESG risks and opportunities specific to individual companies (i.e., single materiality), some also target net positive impacts on the environment and society (i.e., double materiality).
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White papersMore China Lockdowns May Bring More Slowdowns
China’s zero-COVID policy should be a significant headwind to growth, with its impact likely weighing more on consumption than production. Nevertheless, more logistical delays could disrupt manufacturing activity in the months ahead and add to global inflationary pressures.
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White papersESG Thema #9 - Engaging on Human rights: Identifying risks and promoting best practices
This paper is the first of our ESG Thema series on social issues. The “S” pillar of ESG investing is increasingly on the agenda of investors, alongside environmental issues, as they have come to recognize the materiality of social risks. The first topic we will tackle as part of this series is that of respect for human rights, specifying how investors can integrate these fundamental rights in their investment and engagement strategies.
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White papers2021 ESG Engagement Campaign
At AB, active engagement with issuers is fundamental to our research and investment processes. Our investment analysts, in partnership with the Responsibility team, engage with issuers on ESG topics throughout the year in their normal course of business, but we believe that centralized campaigns can help drive meaningful outcomes and better results for our clients.
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White papersEnergy in focus: The pivot to green
How will the surge in the prices of oil, gas and coal impact the transition to low or zero carbon sources of fuel? In the second part of our Q&A on the energy sector, experts from our credit, equities and ESG teams contemplate the challenges and opportunities in the pivot to green.
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White papersEnergy in focus Part 1: The last hurrah for fossil fuels?
The fallout from the conflict between Russia and Ukraine has highlighted the fragility of energy markets, with significant implications for the global economy.
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White papersThick skins and tin ears: Facing up to the ESG backlash
Mark Versey goes on the offensive to dispel recent criticisms against ESG investing.
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White papersThe Rising Costs of a Drawn-Out War
Financial markets may not ebb and flow with major developments on the battlefield anymore, but we believe they do still need to come to terms with the war’s lasting inflationary impact.
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White papersThe Evolution of the Global Office Sector in a Post-COVID World
This short paper summarizes Allianz Real Estate’s view on how the office sector will evolve post-COVID-19 – primarily, how we expect buildings and cities will adapt and accommodate as greater numbers of people work remotely.
