All Global articles – Page 76
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White papersChina in the global inflation scare
Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push pressures, especially in Asia. There is also no sign of a global wage-price spiral. Nevertheless, we believe there are reasons to be concerned.
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Research ReportInflation and REITs
As the world reopens at an accelerated rate, we are facing an unintended consequence, inflation. Although economists’ debate whether its transitory or structural, the bottom line is prices have risen. Inflationary periods can adversely affect investor performance, yet there are opportunities to position a portfolio to make inflation work for you.
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White papersMedical miracle: Health care innovation saves the world
Several drug developers brought COVID-19 vaccines from initial trials to people’s arms in less than a year. This lightning quick pace defied the expectations of health care professionals and saved countless lives. It was far faster than the development of any similar drug.
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White papersGlobal Real Estate Outlook: Navigating the road to recovery
The unparalleled economic disruption and acceleration of structural trends caused by the pandemic has focused investors on positioning for the long term. But what is the final destination?
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White papersAddressing climate change: how to integrate climate into your cashflow driven strategy
We believe cashflow driven investors should Assess, Integrate and Monitor (AIM) their portfolios through a climate-related lens to help deliver resilient, sustainable income to pay scheme members.
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White papersEurope is Readying For Their Summer Arrivals
European economic data is surprising to the upside, pointing to a strong Q2 rebound.
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White papersEmerging Market Debt: Strong, Mature and Core
Investors who have long considered emerging market (EM) debt to be ancillary to their core portfolio may want to give the asset class another look.
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White papersGlobal Investment Views - June 2021
Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is taking the driver’s seat in financial markets.
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Asset Manager NewsA burning issue - Decarbonising the global steel industry
Welcome to Spectrum – a sustainability focused newsletter that brings together insights from across our investment floor including our Responsibility Office and our stewardship business, EOS at Federated Hermes.
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White papersDurable Competitive Positions: A Key Driver of Alpha
The NB Global Sustainable Equities Team invests in companies that do no harm, have a durable competitive position and are adaptable to change.
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White papersGlobal Resources: Poised for Long-Term Growth?
From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.
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White papersFrom Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
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White papersPowering progress: the Sycomore Global Education Fund
Education is the engine of human progress. The fund managers talk about the main opportunities they see in this underappreciated sector and the strategies they’re adopting to generate value while advancing this key lever in the battle to improve global equality.
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White papersWill the planets align for a green and energy transition?
Sycomore AM believes that through a combination of increased collective awareness, technological innovation and an enhanced regulatory landscape, the planets can align to ensure a meaningful and durable transition. But will they?
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White papers* How can the investment industry address the biodiversity crisis? *
It’s never been more important for the financial sector, including the investment industry, to take steps to help safeguard the planet’s threatened biodiversity. In the wake of International Biodiversity Day, ESG analyst Robert-Alexandre Poujade explores the areas in which investors can make a difference.
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White papers* Our roadmap to addressing biodiversity loss *
Biodiversity loss entails physical, transition and systemic risks for investors. That is why BNP Paribas Asset Management believes it is essential to integrate biodiversity into its approach to sustainable investing including reporting on its water and forest footprints and developing common biodiversity metrics.
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White papersGlobal corporate bonds Q&A with Damir Bettini: selectivity remains key
A year on from the height of the COVID-19 crisis, credit spreads have returned to their pre-pandemic tight levels. Does this present an asymmetric return profile for corporate bonds?
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White papersStewardship in a pandemic
The pandemic has starkly illustrated the links between different sustainability issues. We have explored these links, and the challenges for companies, employees, investors, and wider society in a series of articles highlighting our stewardship work.
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White papersRunning Out of People
Understanding the forces that will one day fuel persistent price increases helps clarify why inflation is less of a problem now.
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White papersHow to talk to clients about Bitcoin
Fear of missing out is a powerful force in investing. And it’s difficult to ignore an asset that has gained more than 500,000% in just a few years, eliciting headline-grabbing commentary from Elon Musk and Warren Buffett, among others.
