All Global articles – Page 71
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White papers
From carbon emitters to carbon cutters
How an engagement programme with teeth can drive change where it matters most.
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The climate wars: Why rising temperatures mean rising conflict
With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.
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ESG Thema #3 - How can investors contribute to Net Zero efforts?
While carbon emissions have been increasing slowly despite efforts to bring them down, “net zero” commitments, however, have skyrocketed. Setting climate objectives used to be the appanage of public actors, but no longer. Investors are increasingly on board and net zero alliances exist for all kinds of financial institutions: asset owners, banks, asset managers. On top of that, at the COP26 in Glasgow, a net zero alliance of alliances will be launched “the Glasgow Financial Alliance for Net Zero”.
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White papers
Financial inclusion: an economic opportunity for all
Almost a third of adults globally (about 1.7 billion people) remain unbanked, half of whom are from the poorest 40% of the world population.
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Real Estate Outlook Global, Edition 3 - 2021: Industrial rides the wave
Recovery in the economy and real estate investment markets gathered pace in the second quarter, though the new Delta variant of the virus poses a threat.
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The GCC Market in a Green-Energy World
Natural resources are increasingly important in GCC economies when discussing asset classes, and the region has a lot to offer in terms of ESG improvements.
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Shifts & Narratives #8 - Post-summer check-up on the regime shift
Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio1 returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.
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White papers
A new perspective: Diversified private debt portfolios for insurers
Private debt offers a broad and diverse investment universe that is often well-suited to an insurer’s balance sheet. However, approaches that focus on certain sub-types of private debt could create barriers to effective investment over time and inadvertently narrow the opportunity set.
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Brace Yourself for the Pivot from COVID to Climate
The pandemic forced governments to plow resources into consumption, but climate challenges will require lots (and lots) of investment.
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Stakeholders in the Just Transition - N°3 Territories and local communities
This third article in our series entitled «Stakeholders in the just transition» highlights the need for financial institutions to integrate the concerns of territories and local communities into their Just Transition strategies.
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Allocation Views: An Uneasy Truce
In this Allocation Views, our Franklin Templeton Investment Solutions team explores the potential benefits of adding alternative assets to a balanced stock/bond portfolio.
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HelloFresh: Sustainable by Nature
The NB Global Sustainable Equities team explain why they think the meal-kit sector aligns with their key investment criteria.
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Sustainability-linked bonds do not fit our impact framework
Our approach to impact investing, established in 2007, focuses on Use of Proceeds (UoP) and transparent, relevant impact measurement and reporting frameworks. We direct capital to social and environmental outcomes and continually engage with clients, industry working groups, issuers and underwriters on the merits of this approach.
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Research Report
Impact Opportunities - Impact Annual Report, 2020
Covid-19 has resulted in a paradigm shift: it has thrown into sharp focus the need for resilient healthcare systems and supply chains, while also highlighting the climate change crisis and workers’ rights issues.
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White papers
ESG in Tech: Innovation Isn’t Enough
The acceleration of growth in the digital economy through the pandemic has brought a renewed urgency to the debates surrounding technology companies and their impact on the environment and society. Investors should be concerned.
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Asset Manager News
AIA and GLP Form Global Strategic Investment Partnership
AIA Group Limited (“AIA”; or the “Company”; stock code: 1299) today announces that it has formed a strategic partnership with GLP to invest in the global logistics real estate industry and related opportunities.
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White papers
Global Recovery: Delayed Not Derailed
More than most Septembers, spring seems like a long time ago. Beyond nature’s promise of new growth, investors basked in a world on its way to reopening. Since then, spiking contagion, lingering bottlenecks, and a Chinese slowdown have raised fears of a gloomy winter ahead.
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White papers
Crisis or opportunity of a lifetime?: Rethinking the future of the planet
Will a world beset with challenges spin into catastrophic breakdown or spur humanity to change and reach new heights? John Elkington, widely regarded as the ‘godfather of sustainability’, contemplates the future with AIQ.
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Podcast
The Investment Podcast: The democratisation of private assets
Private assets have been steadily growing in popularity in recent years, with estimates that global alternative assets under management will have grown from 10 trillion dollars at the end of 2020, to 17 trillion dollars by 2025.
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White papers
ESG and Shareholder Value: Why Link Environmental, Social, Governance (ESG) Metrics to Executive Compensation?
With mounting evidence pointing to the materiality of ESG issues and potential ties to financial performance, we have seen investors asking for more companies to incorporate relevant and material sustainability / ESG metrics into their executive compensation plans.