All Global articles – Page 65
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White papersGlobal Investment Views - December 2021
Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.
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White papersNovo Nordisk Throws Its Weight Behind Patients With Obesity And Diabetes
The world’s obesity and sugar-high problems have healthcare budgets bursting at the seams.
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White papersInvestment viewpoint: COP26: 7 key takeaways for investors
The Glasgow Climate Pact instilled measured optimism for many in the private sector and government, but disappointed others, including NGOs. The agreement does not seek to keep global warming below 1.5°C, but its commitments to decarbonisation and nature ensure the global economy after COP26 will be significantly different from the one preceding the summit.
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PodcastThe Investment Podcast: Is the inflation genie out of the bottle?
With higher inflation now a global phenomenon, the extent of its pick-up varies from country to country. David Parsons and Miles Tym from M&G Investments, explore the localised responses, whether Gen X will be Gen debt and above all – whether inflation is here to stay.
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VideoRecap of the Further, Faster Conference
On 4 and 5 November, Federated Hermes hosted the “Further, Faster“ conference, to address the three interlinked emergencies of Climate, Nature and Social Injustice.
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White papersShifts & Narratives #11 - Green sentiment: what impact on stock returns and firm’s behaviour?
As a large number of investors turn to green assets, this raises questions about investors’ impact on the economy, in particular through their influence on firms’ valuations and corporate behaviour. Understanding this effect is key for institutional investors, who not only care about the consequences of their investment but also struggle to understand how much of past performances have been driven by changing climate fundamentals and by changing environmental preferences of investors, i.e. “green sentiment”.
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White papersBeyond borders: Reflections on a historic COP meeting
COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.
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White papersGlobal real estate outlook - Finding value in a new era
Global economies are showing signs of recovery as people adapt to living alongside COVID-19, and attention is turning to what our post-pandemic world looks like. M&G’s latest Global Real Estate Outlook highlights the challenges and opportunities that real estate investors may need to consider.
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White papersMeasuring the value of human capital
Human capital refers to skills, knowledge and experience possessed by an individual or population, viewed in terms of their value or cost to an organisation or country. Within our Environmental, Social and Governance frameworks, human capital is identified as one of the largest drivers of value.
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White papersBattling the superbugs
Antimicrobial resistance (AMR) is growing, although the risk too often goes unmanaged or ignored. Yet the ramifications for public health are huge.
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White papers4 investment opportunities for a net-zero future
The buzz swirling around the electric vehicle (EV) sector has been front and centre for investors looking to profit from the world’s transition to a net-zero carbon economy.
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Research Report2020 – 2021 Annual Stewardship Report: Taking action, delivering outcomes
Today, our focus is firmly on the future, and our teams integrate environmental, social and governance (ESG) factors into our investment processes across public and private asset classes to ensure that we are managing our clients’ assets with their futures at the front of our minds.
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White papersESG Thema #5 - Carbon offsetting: How can it contribute to the net zero goal?
The sharp increase in net zero commitments from governments, corporates and financial institutions comes with a renewed interest in carbon offsetting mechanisms. As a clear signal of this momentum, the voluntary carbon credits market is on track to double year-on-year in 2021.
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White papersESG Thema - Special COP26 - From Paris to Glasgow - Are we moving fast enough?
The Conference of the Parties (COP) was established with the adoption of the United Nations Framework Convention on Climate Change (UNFCCC) at the Earth Summit in Rio de Janeiro in 1992.
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White papersFrom Mission Accomplished to Mission Impossible
Central banks will be rewarded for their crucial crisis response with more missions that threaten their effectiveness and independence.
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White papersYour Questions Answered: Sustainable Global Equity
Why Sustainable Global Equity and why now? What makes the fund unique? Is there a ‘green’ bubble? These are some of the questions our clients and prospective investors are asking about the some of Sustainable Global Equity fund.
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White papersFinanciers should look beyond profit/loss to help save the planet
Political leaders weren’t the only ones at the COP26 climate summit in Glasgow this month. The international business of Federated Hermes hosted the 2-day Further, Faster conference to discuss how the world community should tackle the climate crisis and steer organization to a more sustainable future.
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White papersA Quality Value Approach Embracing Sustainability Can Perform in Varying Markets
ClearBridge Investments discuss their approach to sourcing high-quality stocks in the value space that offer the potential for excess returns and satisfy environmental, social and governance (ESG) objectives.
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White papersThe challenge for asset managers in the climate crisis
For all the wrangling over targets and commitments at COP26 in Glasgow, one thing is clear: The transition to a net zero economy will require vast investment over the next few decades – and the asset management industry will be responsible for much of it.
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White papersGreen Sentiment, Stock Returns, and Corporate Behavior
In this paper, we propose a new method to estimate nonfundamental demand shocks for green financial assets based on the arbitrage activity of exchange-traded funds (ETFs). By estimating the monthly abnormal flows into environment-friendly ETFs, we construct a Green Sentiment Index that captures shifts in investors’ appetite for environmental responsibility that are not yet priced in the value of the underlying assets.
