All Global articles – Page 77
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Europe is Readying For Their Summer Arrivals
European economic data is surprising to the upside, pointing to a strong Q2 rebound.
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Emerging 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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Global 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 News
A 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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Durable 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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Global 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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From 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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Powering 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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Will 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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* 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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By the people, for the people: Why investors should care about human rights
Companies cannot thrive without healthy and happy employees, consumers, and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are respected.
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* 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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2021 Global Outlook - A Crisis Brings Opportunity
Out of a crisis comes opportunity. Given our assessment of the outlook for global and regional real estate markets, we identify the following opportunities as being among the most attractive on a risk-adjusted basis over the next 12 months.
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Global 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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Stewardship 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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Running 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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How 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.
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Podcast
The mindful investor
Can investment professionals benefit from approaching their working day more mindfully? Could mindfulness hold the key to reducing work-related stress while boosting productivity and making us better colleagues? To find out more, tune in to the latest episode of Fundamentals.
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Time to rethink value versus growth
How should investors position their portfolios after more than a decade of disappointing value returns?
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Blockchain Innovates and Disrupts
Our Chief Market Strategist Stephen Dover believes blockchain has the potential to launch a new global digital Renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.