All Global articles – Page 61
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White papersThe invasion of Ukraine: investment implications
Russian military activity with Ukraine is escalating rapidly, with growing uncertainty. As events unfold, we suggest investors remain focused on their long-term goals, but remain attuned to the potential shifts in and disruptions to inflation, growth, energy prices and global financial markets.
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White papersTackling climate change through outcomes-focused stewardship
With the publication by EOS at Federated Hermes of the 2021 Annual Review of engagement and voting highlights, Dr Hans-Christoph Hirt, head of EOS, reflects on the climate crisis and the challenges it will pose for investors in 2022 and beyond.
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White papersEOS 2021 Annual Review
Although the Covid-19 pandemic continued to exact a heavy toll in 2021, the climate crisis returned to the fore with extreme weather events around the globe, and the starkest warning yet from scientists in the run up to the UN’s COP26 climate summit.
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White papersGlobalization: “So Why Can’t You Export Haircuts?”
It’s the year 2032. Will planes still take us to far-off lands or will VR headsets transport us, could your hair stylist live on the other side of the planet?
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White papersWhat are the merits of a public-private equity investment approach?
Combining public and private equity investments in the same portfolio brings investors the best of both worlds.
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White papersWeight to the Plate: Tracking EM Food Inflation
Rising food prices have added more pressure to headline inflation in emerging markets (EM), increasing steadily throughout 2021. As a result, central banks there have not had the leeway to wait to tighten policy the way the Federal Reserve and the European Central Bank have.
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White papersThe Compelling Case for Global CLOs
The case for global AAA and AA CLOs is simple. As the senior-most, highest-rated tranches in the CLO capital structure, AAA and AA tranches benefit from strong structural protections and historically low defaults. These securities can offer attractive relative and absolute value for global fixed income investors seeking yield-enhancing investments and attractive risk-adjusted returns.
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PodcastThe Weakest Links in the Global Supply Chain: Part III
As we conclude this series on the global supply chain crisis, we would be remiss to not discuss a major disruption that impacts so many of us: technology.
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White papersEmerging 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 ReportNuveen 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 papersHow 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 papersTop 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 papersInvestment 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 papersSupply 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 papersSupply 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 papersResponsible 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 papersInflation 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 papersElectric vehicles: charging towards a sustainable world
What has driven the recent acceleration in electric vehicle (EV) sales?
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White papersSupply 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.
