All Global articles – Page 72
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White papers
Keeping 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 papers
Global 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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Deep Water Waves
Join the discussion with our strategists and explore the interplay between the long-term drivers that face investors over the coming decade.
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Pricing carbon: Taxing polluters is the only way forward
Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO2 emissions. To succeed, it urgently needs to establish an effective price for carbon.
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Trading 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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Climate emergency: The state of the planet
The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.
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The going gets tough: Can heavy industry decarbonise?
Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on…
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Retail – 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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Votes 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 Report
SDG 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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Inflation 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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Rubles, 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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Understanding 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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A 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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Abate 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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A Second-half Surge or Pause?
In this Macro Perspectives, as the world economy steers towards normalization, we highlight views from five of our specialist investment teams on inflation, interest rates and growth.
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Asset Manager News
Save 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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Nature’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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Our 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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Will accountants save the world? - An interview with Richard Murphy
A shake-up in company reports and accounts to consider companies’ environmental impact could radically alter the way they are assessed, argues the influential political economist and accountant.