All Global articles – Page 73
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White papersKeynote Interview: Efficiency targets drive sustainability
Working to make its facilities more efficient for customers has led GLP into the world of renewable energy and technology, and putting sustainability at the center of its business, says Meredith Balenske
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White papersTo address climate change, we need to address social inequality
Two of the largest challenges society faces today – climate change and social inequality – can benefit from a joint approach, particularly as investors may have to navigate enhanced regulation in both areas, says Alex Bernhardt, global head of sustainability research.
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White papersInvesting in 2022: Four key market drivers
The pandemic and rising inflation were prevailing drivers of markets in 2021. But the economic squeeze which dominated 2020 finally started to loosen its grip, as the world started to get back to something resembling ‘normality’ in the second half of last year.
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White papersAsset Allocation Committee Outlook 1Q 2022
As we enter the new year, most of the global economy appears fundamentally in good shape, as demand continues to recover from the pandemic and supply chains are gradually restored.
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White papersBolstering Asset Allocation Defenses Against COVID-19
The surge of the coronavirus omicron variant has implications not only for broader asset-class allocations but also for macro exposures within asset classes. We believe that modestly capping exposure to certain COVID-19-sensitive assets can enhance risk management.
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White papersShifts & Narratives #13 - Money and psychology of inflation: an investor view
Inflation was the big surprise in 2021. At the beginning of the year, the average US inflation forecast by economists for the end of 2021 was around 2%, while the latest reading in December came in at 7.0% YoY, the highest level since 1982.
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White papersMoney and its velocity matter: the great comeback of the quantity equation of money in an era of regime shift
The velocity of money (V) depends on P = the general price level, T = the total amount of goods and services produced and M = the total amount of money in circulation, and can be expressed by the formula V = PT/M.
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PodcastThe Weakest Links in the Global Supply Chain: Part I
As we start a new year amid the pandemic, a major disruption that consumers are facing are the issues within today’s global supply chain. Emptier shelves in stores, shipping delays on e-commerce deliveries and labor shortages among others, have been felt by so many of us.
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White papersSDG Engagement Equity commentary: National Instruments
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
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White papersPensions Investment Outlook: Challenges and Opportunities
There are several uncertainties in the economic and market outlook that are important for pension funds.
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White papersNo immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
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White papers2022: A Year of Major Inflection Points
These five big transitions are likely to make 2022 a choppy and challenging year for equity investors—and the end of the coronavirus pandemic doesn’t even make the cut.
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VideoEnvironmental strategies – Electrifying opportunities
2022 is likely to see further efforts to limit energy consumption, reduce losses, use natural resources more efficiently and more responsibly and protect our environment – all in our joint efforts to transform the global energy system en route to a low-carbon economy.
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VideoSynthetic Biology: Investing in the Science of Sustainability
If the technology for making diabetes medicine hadn’t changed since the 1930s, today we’d need an area larger than the surface of the earth for raising pigs, harvesting insulin from their pancreases to help hundreds of millions of diabetics around the world.
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White papersThe time for action is now: Incorporating carbon into private markets
Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
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White papersFederated Hermes Sustainable Global Equity Fund awarded Towards Sustainability label
Our recently-launched Federated Hermes Sustainable Global Equity Fund has been awarded the ‘Towards Sustainability’ label.
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White papersExxonMobil case study
We continue our longstanding dialogue with ExxonMobil through significant leadership changes at the board level
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White papersDoes meeting the SDGs require new macroeconomics?
In 2015, world leaders developed 17 Sustainable Development Goals as part of the 2030 Agenda for Sustainable Development. The SDGs set forth a blueprint for fostering a healthy planet and an equitable society – both critical for a healthy economy.
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White papersEMD in 2022: New catalysts offset gloom and doom
The global outlook remains mired with worries about inflationary pressures, central bank rate hikes, and liquidity withdrawals.
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White papersThe wheels of a Circular Economy go round and round - N°4 The Electronics and ICT sector: designing a new matrix
Since the 1980’s, the electronics industry has grown dramatically and has benefited substantially from the linear economy by regularly offering new and better products, pushing consumers to renew their computer equipment (computers, smartphones, tablets, etc.) at an ever-increasing frequency. The extraction of materials, especially rare earths, the programmed obsolescence and the low recycling rate have become the industry norm.
