All Global articles – Page 60
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White papersWhy there is no alternative to being sustainable
Despite growing global public awareness and pressure for urgent action on climate change, last year’s COP26 climate conference demonstrated that the world is still a long way from finding consensus on how to best tackle the issue.
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White papersReal assets—real solutions
The world is rapidly waking up to the dangers and risks posed by climate change, and sustainable and responsible investing is fast becoming one of the most important investment criteria globally.
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White papersThe road to Smart Olive: investing in a ‘Just Transition’
The Energy Transition is critical for our planet’s future. According to the United Nations, the world is likely to exceed 1.5°C of warming above pre-industrial levels within 20 years, even in a best-case scenario of deep cuts in greenhouse gas emissions.
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White papersGlobal Emerging Markets: Outlook 2022
Fund manager Kunjal Gala takes a view on the coming opportunities and challenges for investors in emerging markets.
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White papersUntapped potential: Harnessing the full power of bondholder engagement
Investor influence has long been confined to that of equity shareholders. Yet bondholders wield a lot of power. Can they harness it for positive change?
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White papersThe Value of Knowing What You Own
ClearBridge Investments: ESG investors will begin to know the companies they want to invest in that will help support long-term returns, and have a tangible impact on urgent sustainability matters.
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White papersGlobal Investment Views - February 2022
January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities. The reassessment of the inflation premium in the wake of demanding valuations has driven a strong repricing of risk premia.
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White papersNatural Resources: Bridging the Gap to a Cleaner Future
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.
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White papersThe wheels of a Circular Economy go round and round
The awareness of the finiteness of our natural resources as well as the fight against climate change make us look for an alternative development model. The Circular Economy could be part of the solution and has become increasingly successful in recent years : the concept has spread from a small circle of insiders to a growing number of companies and citizens.
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White papersPowering up: How the drive to meet net zero targets will scale up electricity demand
Decarbonising energy is leading to a raft of infrastructure challenges for the electric grid. So, what will this mean for investors?
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White papersA regional shelter from a potential global inflation storm?
Franklin Templeton Fixed Income’s Mohieddine Kronfol is cautiously optimistic the GCC region will continue to trend toward constancy.
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White papersHines Perspectives: Life Sciences - The Potential of Purpose-Built Properties
The COVID-19 pandemic put extraordinary pressure on life science companies as they raced through new trials and created vaccines to protect the public. The increasing demand for innovation and “near-instant” results also put pressure on the very properties where those scientists work. Life science offices, labs and facilities around the world needed to serve increased production demands and a broader purpose: global public health on a massive scale.
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White papersGuided by the science - Indoor environments for a pandemic-resilient future
More than 18 months into the COVID-19 pandemic, the hope that we will eradicate the virus has faded. According to the scientific community, it is more likely that COVID-19 will become endemic, meaning we will learn to co-exist with this virus as we do with other respiratory viruses. This means living with a heightened sense of awareness.
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White papers2022 Global Outlook - Targeting Winning Locations
Where one invests in commercial real estate is as important as what property type those investments are in and at what moment in the cycle those investments occur. Indeed, “location, location, location” is one of the oldest mantras in the industry. This is particularly true over long-term investment horizons that may span multiple cycles.
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White papersElectric vehicles – approaching the tipping point
The pace of adoption of electric vehicles (EVs) has been phenomenal. The penetration rate is already significantly ahead of many forecasts, with EVs’ share of passenger vehicles exceeding 14% in October, driven by year-on-year sales growth of 74% in a market that was otherwise down. And the rate of adoption shows little sign of slowing.
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White papersKeynote Interview: Efficiency targets drive sustainability
Working to make its facilities more efficient for customers has led GLP into the world of renewable energy and technology, and putting sustainability at the center of its business, says Meredith Balenske
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White papersTo address climate change, we need to address social inequality
Two of the largest challenges society faces today – climate change and social inequality – can benefit from a joint approach, particularly as investors may have to navigate enhanced regulation in both areas, says Alex Bernhardt, global head of sustainability research.
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White papersInvesting in 2022: Four key market drivers
The pandemic and rising inflation were prevailing drivers of markets in 2021. But the economic squeeze which dominated 2020 finally started to loosen its grip, as the world started to get back to something resembling ‘normality’ in the second half of last year.
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White papersAsset Allocation Committee Outlook 1Q 2022
As we enter the new year, most of the global economy appears fundamentally in good shape, as demand continues to recover from the pandemic and supply chains are gradually restored.
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White papersBolstering Asset Allocation Defenses Against COVID-19
The surge of the coronavirus omicron variant has implications not only for broader asset-class allocations but also for macro exposures within asset classes. We believe that modestly capping exposure to certain COVID-19-sensitive assets can enhance risk management.
