All Global articles – Page 73
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White papersDelta Blues
The Delta variant of the coronavirus is rattling markets and poses real risks, but we should not be distracted from the successful impact of vaccinations.
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White papersESG Thema #1 - Introduction to Net Zero
Since last year, there has been a tremendous acceleration of net zero commitments, showing that despite the Covid crisis, the climate change mitigation goals set in the Paris Agreement remain firmly on the agenda.
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White papersCOVID and beyond: Why the greenfield data infrastructure boom is set to continue
The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.
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White papersDark matters in finance: why climate change is bending bank disclosure standards
Financial institutions have historically ignored unquantified risks hidden in plain sight in the real world. But as Fiorino reveals, climate change is pushing the boundaries of financial risk disclosure into unknown territory…
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White papersGlobal Investment Views - August 2021
The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.
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White papersSustainable oceans in focus in EOS’s Q2 Public Engagement Report
The Q2 Public Engagement Report from EOS at Federated Hermes takes a deep dive into our oceans, examining threats from overfishing, pollution and global heating. Plus, a look at the recent voting season and why 2021 may come to be seen as a watershed for climate change stewardship.
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White papersBig oil faces big challenges on climate change
After surviving a steep collapse in oil prices in 2020, major oil companies are being pressed by louder calls to figure out their contributions to societal goals of net zero emissions by 2050.
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White papersDeveloping a Roadmap for ESG Performance
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
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White papers*Paving the path to inclusive growth*
Are you looking for diversification benefits while simultaneously aligning your financial ambitions and societal values?
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White papersTransitory is the Name of the Game
Muted reaction to a high U.S. CPI reading confirmed markets believe the Fed is heading to a policy mistake following recent upward shift in median dots. In the U.S., we watch the release of flash PMIs, while the ECB should adjust policy strategy. In Asia, Japan CPI remains benign.
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White papersAmundi Pension Funds Letter n°12
The coming of summer has also seen the return of extreme heatwaves, catastrophic flooding and devastating forest fires. The arrival of the COP26 could not be more timely given the need for a universal response to the climate crisis. Pension funds as major global asset owners have a key role to play in this response.
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White papersGravity’s Pull Isn’t Strong Enough Yet
While fears of a COVID resurgence impacting activity and premature monetary policy tightening are weighing on markets’ outlook, momentum in the economic recovery is set to keep growth from succumbing to the pull of gravity.
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Research ReportImpact Report, Q2 2021
Any strategy looking to reduce carbon emissions needs to take sustainable energy production into account. With global demand for electricity set to double by 2050, there is an urgent need to shift from unsustainable fossil fuels to renewables like wind and solar power.
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White papers5 investment lessons from the pandemic era
As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.
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White papersSupporting climate action and board diversity
As the 2021 season of annual general shareholder meetings draws to a close, we take stock of how we voted on our holdings, in particular on issues around climate change and board diversity, our focus areas.
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Asset Manager NewsThe international business of Federated Hermes joins Net Zero Asset Managers initiative
The international business of Federated Hermes is among 41 new signatories, representing $6.8tn in assets, to join the Net Zero Asset Managers initiative.
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White papersFrom farm to fork - key challenges for global food systems
In the first of a new EOS Insights series looking at the social and environmental impacts of global food systems and how companies can move to more sustainable practices, Nick Spooner sets the scene by highlighting some of the key issues and challenges.
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White papersYour Questions Answered by SDG Engagement Equity
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papersHoping for Higher Taxes
There’s a long path ahead, but the new global tax framework should actually support the growth that markets seem to be calling into doubt.
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White papers4 things global financial cycles are telling us
As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy.
