All Global articles – Page 59
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White papers
Emerging Sovereigns and Sustainability
Global sustainability cannot be achieved without sustainability in the world’s poorer countries—so how can we address the challenges of sustainable investing in emerging markets sovereigns?
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Video
“More can be spent than thought on the SDGs and the Paris pledges“
Trillions of dollars are needed for the UN’s Sustainable Development Goals and those of the Paris Agreement to be met – both are critical for a sound and sustainable economy. Yet existing policies are hindering the necessary flows of capital and require a reset. Enter Modern Monetary Theory (MMT).
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Research Report
Nuveen global fixed income impact report 2021
Welcome to the Nuveen global fixed income 2021 impact report which demonstrates how impact investing in public fixed income markets is not only possible, but vital to addressing many of the large-scale, systemic challenges the world faces today.
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White papers
How Deep Is EUR Love?
Thursday’s 7.5% U.S. inflation print reintroduced some volatility, but we still think the euro is building a base for a long-term relationship with its admirers.
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White papers
Top ESG equities show their resilience in 2021
Coming out of a volatile 2020, the sharp rise in inflation and the potential for rising rates were two of the key market drivers during 2021 – and certainly have been for the beginning of 2022. This backdrop does not look set to alter dramatically, at least in the near term.
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White papers
Investment Viewpoint - Global FinTech: positioning for 2022
In 2021, trends in the FinTech space accelerated and earnings were extremely robust. Valuations for loss-making, hyper-growth companies became more extreme before sheer saturation dampened sentiment.
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White papers
Seven Important Stewardship Themes for 2022
Martin Currie: All around the globe, 2022 will see significant changes in the stewardship landscape as it moves even more into mainstream investing.
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White papers
Supply Chain Strain in Labor
The second paper in our supply chain series assesses the extent of labor market disruptions in two of the world’s largest economies, and we find modest near-term labor market shortages in the euro area.
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White papers
Supply Chain Strain in Manufacturing
One of the most salient economic consequences of the COVID-19 pandemic has been the sharp disruption of global supply chains. The simultaneous emergence of large demand boosts and supply shortages led to sharp price increases.
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White papers
Responsible investment: themes to look out for in 2022
Responsible investment issues tend to have a long time horizon. However, we have identified key issues and opportunities we expect will drive change in the coming year.
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White papers
Inflation is starting to burn - Strategies to protect portfolios from inflation risk
Persistent inflation, above pre crisis levels, except for China.
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White papers
Electric vehicles: charging towards a sustainable world
What has driven the recent acceleration in electric vehicle (EV) sales?
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White papers
Supply Chain Strain in Commodities
Cyclical commodity prices have surged amidst pressure from multiple fronts. While COVID has certainly exacerbated the typical mismatch between the timing of supply and the growth in demand, the deviation has been further strained by environmental considerations that have limited supply development.
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White papers
Why food waste is a moving target in the climate change fight
Many societies have become relatively comfortable with the idea of just-in-time supply chains that funnel goods to them day in, day out. Less palatable would be just-enough food production and distribution. Individuals have become used to the appearance of plenty – and as supply chain wobbles in 2021 showed, the public spooks easily at the sight of empty supermarket shelves.
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White papers
Investing in the New Global Infrastructure Economy
In a recent interview in the Preqin Global Infrastructure 2022 report, Biff Ourso and Andy Deihl of Nuveen Infrastructure discuss how changing global demographics and structural trends are creating opportunities for private infrastructure to invest in the transition to a low carbon economy.
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White papers
How to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papers
ESG Thema #7 - ESG Corporate Disclosure: Towards more demanding and harmonized reporting
The 21st century company is one that must go beyond considerations of financial profitability, ensuring that the ecosystem in which it operates is preserved.
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White papers
Five reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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Podcast
The Weakest Links in the Global Supply Chain: Part II
In continuing our discussion on the current global supply chain crisis, we’ve seen that companies have been considering onshoring many of their production centers in order to keep up with slowdowns in deliveries from international ports.
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White papers
How to get to Net Zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.