All Global articles – Page 72
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Asset Manager NewsAIA 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 papersGlobal 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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PodcastThe 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 papersESG 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.
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White papersKeeping Real Estate Portfolios Above Water Amid Rising Sea Levels
As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.
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White papersGlobal Investment Views - September 2021
Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies.
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White papersTrading the Vaccine Curve
Today, as many economies approach the final stages of their COVID-19 vaccination programs, unlocking activity hard hit by lockdowns, their experience provides an important guide for investors as to how other countries, further behind with their vaccination programs, may perform in coming quarters.
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White papersRetail – a post-pandemic lease of life?
2020 was considered the retail sector’s annus horribilis as COVID-19 led to a global consumption shock as shops closed their doors because of national lockdown policies.
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White papersVotes for change
This voting season saw a notable increase in shareholder resolutions seeking a vote on climate transition plans, and proposals for racial equity audits.
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Research ReportSDG Engagement Equity: 2021 H1 Report
Launched in January 2018, the Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersInflation Starts Trending Down (Slowly)
After weeks of markets pricing in our slower-growth scenario, the strong U.S. employment report kicked off a slight shift in the narrative.
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White papersRubles, Reals, and Institutional Quality
We believe an increased long exposure to the Brazilian real and Russian ruble is justified by the “where” and “why” stages of our investment process, specifically relating to ESG influences (in this case, primarily social and governance factors).
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White papersUnderstanding wine grape farmland investing
This research outlines the nuances of investing in wine grape properties. It identifies why the U.S. could be the most attractive destination for institutional capital and highlights the most appealing regions within the U.S. to invest. Further insights are provided into total returns, risk, correlations, and portfolio considerations of wine grape investments.
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White papersA watershed for climate change stewardship?
2021 may come to be viewed as a watershed year for climate change and investor stewardship, with votes on companies’ transition plans and COP 26 on the horizon.
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White papersAbate and switch: steel seeks low carbon solutions
Hard-to-abate sectors such as steel will come under increasing pressure to reduce their carbon emissions – what are the industry’s options?
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Asset Manager NewsSave the planet. Invest (responsibly) in property.
Long term investing in real estate has long been recognised as providing an important role in diversifying risk in a multi-asset portfolio – not only does it offer an attractive level of income but also a degree of inflation hedging.
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White papersNature’s larder – why food producers must safeguard biodiversity
In the second article in our EOS Insights series examining the social and environmental impacts of the global food system, Sonya Likhtman looks at how biodiversity underpins farming and food production.
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White papersOur oceans under threat
Overfishing, plastic pollution, temperature rises and chemical contaminants have all badly impacted the health of our oceans, upon which billions of people depend for their sustenance and livelihoods.
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White papersInpex case study
Inpex has published scenario analyses and its plan to promote carbon capture and storage (CCS), carbon recycling and renewable energy. EOS continues to encourage the company to stretch its ambitions on climate change.
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White papersStewardship Report 2020: key takeaways
We outline the key takeaways of our Stewardship Report in which we present our purpose, our responsible investment and ownership approach and examine how the principles of the Stewardship Code are reflected in all areas of our firm.
