All Global articles – Page 79
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Podcast: Expectations for Economic Growth, Rates and Inflation
Multiple leadership and diverse views steer how we invest in our global economy.
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2021 Recovery to continue and beat potential
We confirm the financial “recovery regime” as a central scenario (with a 70% probability) for the next 12 to 18 months, with growth and macro determinants remaining paramount.
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* For long-term profitability, inclusive growth matters *
Companies focused on inclusive growth could stand to benefit in the long run. Investment specialist Ramon Esteruelas and environmental, social and governance (ESG) research analyst Delphine Riou explain why and how investors can target this theme.
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Pausing for Breath on ‘Peak Growth’
Rates of change in economic data may be hitting their peaks, but that need not preclude more long-term upside for risky assets.
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Insurance Summit: Partnering for Positive Change
Climate protection and opportunities: how to integrate holistically across insurance portfolios
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A Few Sparks & Lots of Smoke—But Still No Sign of a Fire
As investors search for signs of uncontrolled inflation, it’s hard to see anything more than you’d expect in a strong cyclical recovery.
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Still Searching for (Lasting) Inflation
Markit flash PMIs suggest European economies are improving. In the U.S., stimulus and reopenings drove the composite PMI to a record high, and consumer confidence is rising sharply. Elsewhere, the BOJ revised growth projections higher amid strong external demand.
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Climate Risk
Climate Risk Analysis Moves into Investment Processes. The real estate industry initially responded to climate change by finding ways to reduce a property’s greenhouse gas emissions.
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The Devil is in the Details
Hear from Franklin Templeton Investment Solutions on the divergence in ESG data and implications for sustainable investing.
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The Future of Retail
For nearly 50 years, shopping centers have been one of the core holdings of an institutional real estate portfolio.
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The Future of Office
Office investing in the post-COVID-19 era comes down to having a view on the outlook for demand and if the risks on that demand outlook are fairly priced in the capital markets.
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Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
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Doomsday at the bank: a spoonful of measures helps the resolution go down
The global financial crisis proved bank failure was not just ancient history or fictional fodder. Fiorino explains why post-crisis measures to fend off future financial meltdowns may have changed the odds but left the possibility of ‘doomsday’ intact.
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Understanding Your Bond Portfolio’s Carbon Footprint
Transitioning to a net-zero carbon economy* is vitally important, and to support that journey sustainable investors should monitor the carbon impact of the corporate bonds in their portfolios. But there’s a lot more to understanding a bond portfolio’s carbon footprint than conventional metrics can show.
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All The Credit: Episode 15
This podcast episode provides listeners with, quite literally, a view of all the credit. From corporate fundamentals to sector winners and losers, Rich Greenwood, PGIM Fixed Income’s Head of Credit & Co-Head of EMEA, delivers his insights on the credit market amidst the COVID-19 recovery
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The Mother of All Recoveries
We’ve been referring to the post-pandemic economy as the “Mother of All Recoveries,” with yearly growth at a level not seen in decades. And we expect this recovery/expansion cycle to ultimately be measured in years, not months or quarters.
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How the pandemic has impacted gender inequality
In the first of our new series on the coronavirus pandemic and its broader implications for society, Lisa Lange looks at the disproportionate impact that Covid-19 has had on women, and how this can be addressed.
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Three Segments, Multiple Opportunities in Emerging Markets
Brandywine Global discusses a flexible approach to emerging markets, to take advantage of opportunities presented by macroeconomic cycles while also responding actively to risks.
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Transitioning to Net-Zero Investing
Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?
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To improve diversity, asset managers should rip up the rule book on recruitment
For too long, the investment industry has relied on staid recruitment methods that maintain the status quo. By doing things differently, we can improve diversity and future-proof our businesses, says Apiramy Jeyarajah.