All Global articles – Page 79
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White papersMeeting Room Webcast: Sustainable Global Equity
Announcing the upcoming launch of our Sustainable Global Equity Strategy, join Martin Todd, Lead Portfolio Manager, Ingrid Kukuljan, Head of Impact & Sustainable Investing, and Henry Biddle, Deputy Portfolio Manager, as they discuss how the strategy seeks to target financial outperformance and positive outcomes through high-conviction investment companies leading the sustainability transition.
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White papersSustainability-linked fixed income – Beyond green bonds
Issuance of green bonds began more than 10 years ago in response to (institutional) investor concerns about climate change and its political and economic implications.[1] They have become a major pillar of an asset class of sustainability-linked fixed income securities that continues to grow.
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White papersNB Votes: Increasing the Impact of our Proxies
This week’s guest writers are Jonathan Bailey and Caitlin McSherry from our ESG Investing team.
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White papersMore FAQs on the Pandemic—Vaccine Safety Concerns, Variants and Reinfection Risk
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papersTemperature scores: an innovative tool for ESG fundamental investors
2021 will be a pivotal year to curb climate change. Although global CO2 emissions dropped 7% in 2020 due to the effects of Covid-19-related lockdowns, stronger action will be needed at the upcoming Conference of the Parties (COP) 26 to keep temperature increases below 2°C and towards 1.5°C.1
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White papersRoaring or groaning ’20s for real estate?
A global pandemic kicked off the 2020s: A decade still feeling the effects of the 2007-2008 Global Financial Crisis and preceded by years of deep social, environmental and technological change in which inequality increased, extreme political views became more prevalent, climate action took centre stage for the first time and digital technology became ubiquitous.
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White papersThe aviation industry: Five reasons for resilience
Last year was a truly awful time for global aviation. The COVID-19 pandemic brought about the biggest disruption to the global aviation industry in its entire history.
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White papersStriving for a Net-Zero Investment Climate
With climate change continuing to be a predominant issue impacting the globe, investors have been increasingly considering net-zero carbon emission approaches during portfolio development.
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White papersGlobal Macro Outlook - Second Quarter 2021
Vaccination progress and fiscal stimulus have advantaged the US economy, which we expect to grow about 6.5% in 2021. China, too, is rebounding, with output already topping pre-crisis levels. We’re still cautious, however, about Europe, where rising COVID-19 cases may further delay reopenings.
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White papers*In finance, you have to talk about the blue economy*
As awareness of the importance of the blue economy grows, finance can – and must – make a major contribution.
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White papersInvestment Outlook: You asked, we answered
Our Global Views team attempts to answer some of the questions often asked by our clients.
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White papersSpring has Sprung from Seeds of Spending
In the U.S., fiscal stimulus and vaccine rollout are already leading to improvements in the service sector.
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White papersWhy EM bond investors can no longer ignore ESG
The most successful investors will help steer governments towards the path that boosts their credit ratings, gives them most access to the market and improves the fortunes and potential of citizens.
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White papersHow might climate change impact economic growth for emerging markets?
For all the sovereign issuance of green bonds so far, a great deal more funding will need to be raised to limit climate change. Globally it will cost between USD1 trillion and USD2 trillion a year in additional spending to limit global warming, some 1 per cent to 1.5 per cent of worldwide GDP, according to the Energy Transitions Commission.7 And a significant part of those costs will need to be borne by emerging economies, not least because they are likely to suffer most.
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White papersESG: Three Challenges High Yield Managers are Tackling Today
From influencing company behavior to seeking better data disclosure, high yield managers are pushing the envelope when it comes to ESG.
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Research ReportImpact Investing Annual Report 2020: Investing in resilience
We’ve made a material step toward important social and environmental goals, like the UN Sustainable Development Goals (SDGs). And despite our progress, we’ve only just scratched the surface. There is so much more work to do, and we’re committed to demonstrating that our capital can be put to work to deliver meaningful impact for people and planet.
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White papersMind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in nearly 50 years.
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White papersSustainability in a World in Transition
We believe that 2020 marked an important turning point for companies and investors alike. Not only are sustainable criteria becoming ever-more important for investors, rapid societal and technological change is driving a corporate evolution. This is creating disruption across a number of key areas generating opportunities for active managers.
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White papersDollar: short-term bull, medium-term dull?
As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.
