All Global articles – Page 70
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White papersUkraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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White papersGlobal Macro Outlook - Third Quarter 2022
The global economic outlook deteriorated sharply in the second quarter and markets are increasingly concerned that higher rates will lead to a recession. This outcome isn’t a certainty, but the probability of slower or negative growth has increased materially as inflation has stayed high.
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White papersFrom Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
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White papersThe circular economy: A potential value driver across industries
Our ‘take-make-dispose’ approach to production and consumption has become a threat to the planet and to well-functioning economies. Over the last 50 years, natural resource extraction has tripled, and the rate of extraction has been accelerating since the year 2000. In 2019, more than 90 billion tonnes of materials were extracted and processed, contributing to about half of global CO2 emissions and responsible for about 90% of biodiversity loss and water stress.
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WebinarBarings Global Agriculture Webinar
Sustainable Agriculture: Doing More With Less to Support Future Generations
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White papersEM Debt: Finding Fundamental Value Amid a Challenging Backdrop
While challenges remain for EM debt, technicals, in some cases, have caused market prices to overshoot their fundamental value to the downside—creating opportunities for active, bottom-up managers.
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White papersGlobal Investment Views - August 2022
The first sequence of the double bear markets (in equities and long-term bonds) adjusting to the end of easy money and rising inflation is almost complete. Now, the narrative has changed, with a shift in focus to deceleration of growth vs fears of inflation.
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White papersDiversity Leaders Open New Doors for Equity Investors
More companies are discovering that policies promoting diversity, equity and inclusion (DEI) are good for business. Equity investors who can find these “diversity leaders” will discover a promising source of return potential, especially in businesses that rely on human capital to drive innovation and business performance.
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White papersAre Carbon Offsets the Next ESG Investing Frontier?
Carbon offsets occupy a relatively small space on the spectrum of environmental, social and governance (ESG) issues. But as more countries and companies commit to net-zero carbon emissions goals, they’re steadily gaining attention from investors as a tool to accelerate carbon reductions. Growing demand has fueled record-high prices in some markets.
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PodcastThe Investment Podcast: How much inflation protection can real estate offer?
Like every asset class, the real estate sector is grappling with spiralling inflation and rising interest rates. In times like these, real estate has traditionally been seen as a hedge against inflation, but does it still hold true in the context of what has driven today’s inflationary picture?
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VideoWhy energy storage is the focus for the next decade
Climate technology innovation panel, UBS APAC Sustainable Finance Conference 2022
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Podcast*The promise of RNA tech for pest control and beyond*
In the race to feed a growing world population effectively as well as develop environmentally sustainable crop protection solutions, messenger RNA technology – the basis for many successful Covid vaccines – looks particularly promising. Applications can eventually extend to biological solutions for other zoonotic diseases, but also chronic and genetic illnesses.
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White papersInflation is Hot—and Could Stay Hot
Autumn and winter should bring respite from the northern hemisphere’s punishing summer heatwave, but we don’t think they will ease the inflation temperature.
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White papersHarnessing technological trends within infrastructure
Disruptive technological changes are already shifting the ways in which consumers, businesses and governments behave, and this is evolving at an unprecedented rate. Innovations in a diverse range of industries have not only unleashed new technology applications, but also uncovered new intersections across different fields and sectors.
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White papersUnwavering Resolve
Central banks are increasingly worried they might be losing an inflation battle that could now be generational, so expect them to get much more aggressive to catch up.
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VideoBuilding resilient portfolios amid inflation
After a thirty-year hiatus, inflation has become one of the main risks for investors to manage leading to other concerns that come along with uncertain markets.
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White papersBraving bear markets: 5 lessons from seasoned investors
Stock markets around the world have entered bear territory. The MSCI ACWI slid over 20% for the six months ended June 30, 2022. Today, many investors are focused on the likelihood of recession and more pain ahead.
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White papersWhen short term pain can bring long term gains
2022 has not been a great time for bonds. The Bloomberg Global Aggregate Index and Bloomberg US Treasury Index both hit historical lows, returning -13.9% and -9.1%, respectively, in the first 6 months of 20221 . Meanwhile, risky asset classes also sold off significantly, which has led to many investors questioning the role of bonds as a diversifier to equities.
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White papers5G: Worry-Free Warranty Goes Mainstream
As adoption of connected technology increases, so does the case for device insurance. What opportunities could this bring?
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White papersRenminbi’s rise will not challenge dollar dominance
A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely, the Chinese economy is expected to reaccelerate. International monetary system set to become multipolar as geopolitical factors are likely to prevail.
