All Global articles – Page 82
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White papersPfizer case study
Pfizer has published its first climate report in line with the recommendations of the TCFD, as well as making improvements to its board gender diversity and setting new diversity and inclusion goals for the organisation.
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White papersGlobal Emerging Markets engagement case study: Baozun
Investing in companies throughout market cycles as an active owner and partner, we maintain a regular dialogue and encourage strong environmental, social and governance (ESG) practices. Here we demonstrate how we are engaging with portfolio holding Baozun.
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White papersInvesting in the Climate Transition - a synthesis
Increasing physical manifestations of an already damaged climate draw stark attention to the scale, scope and urgency of a climate transition. This transition is already underway and is creating transition-related risks and opportunities across sectors that stand to accelerate abruptly.
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White papersLots of Stimulus, Not Much Inflation
Weak U.S. jobs data fuels debate for further fiscal stimulus but some worry inflation may overshoot the Fed’s target this year. In China, the PBOC is tapering monetary stimulus. In Europe, the Q4 contraction was less severe than initially thought, but the recovery looks delayed.
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White papersWhat do the unprecedented monetary and fiscal measures mean for inflation?
As the largest vaccination programme in history commences, risk markets appear to be ignoring the logistical challenges or near-term downside growth risks from tighter lockdowns imposed after infection rates in Northern Hemisphere countries soared over the winter.
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White papersWhat is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.
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White papersHow to Sustain Sustainability
With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.
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White papersFour Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
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White papersEOS publishes biodiversity paper Our Commitment to Nature
OS at Federated Hermes has published a white paper on biodiversity and sustainable land use: Our Commitment to Nature, setting out why biodiversity is now a stewardship priority and what we expect of companies.
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White papersThe Circular Edition 1, 2021 - Keeping you in the sustainability loop
Rounding-off a truly (we hope) one-off year, The Circular returns with must-read environmental, social and governance (ESG) news to sustain investors for another quarter and on to 2021… Here we’ve summed up our recent insights on ESG investing to bring you the latest edition of The Circular.
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Asset Manager NewsFarming for the future? - Green News & Views - Growing a greener world with farmland
Sustainable farmland practices play a vital role in reducing greenhouse gas emissions as well as conserving energy and water. It can also help to meet global demand for food, while encouraging sustainable practices benefiting the environment over the long-term.
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White papersEM Investment Opportunities for 2021
Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest rates and access some exposure to growth at a reasonable price. EM market assets may offer some opportunities in addressing these challenges and have the potential, in our view, to outperform other asset classes both in equity and fixed income in 2021.
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White papersSeven Crucial Questions This Earnings Season Can Answer
As investors strain to imagine the post-pandemic normal, a blurry vision is already coming into view.
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White papersSetting our climate change expectations for investee companies
Climate change is the defining challenge of our time and, at the international business of Federated Hermes, we recognise the imperative for collective action to limit global average temperature increases to 1.5°C and to adapt to changing climatic conditions. That’s why we have set out our climate change expectations for ourselves and our investee companies.
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Research ReportWhy global change could yield opportunities for real estate investors
As featured in Preqin’s global real estate report, Melissa Reagen, Head of Americas Real Estate Research at Nuveen, discusses why amid uncertainty real estate will play a key role in investor portfolios as the industry adapts.
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White papersIs the Tunnel Getting Longer?
In a race between vaccine research and virus mutations, logistical challenges are setting up hurdles that are lengthening the distance to the end of the tunnel. Markets have priced in a strong recovery though there are near-term concerns in the real economy.
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White papersMarket Scenarios and Risks - February 2021
This month, we maintain the probabilities and narrative of our central and alternative scenarios. We confirm our constructive medium-term view on the “financial recovery regime”, with more caution in the short-term on financial markets, given the virus-dependent news flow.
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White papersA pandemic side-effect: Climate change, front and centre
Once the pandemic is past, the existential issues around climate change will still require action on an unprecedented scale.
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White papersAccessing the Real Estate Universe in 2021
Each year LaSalle’s research and strategy team estimates the size of the income-producing real estate universe throughout the world, by country, and by segment. 2020 was a turbulent year as a result of the COVID-19 pandemic and this is reflected in our latest estimates.
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White papersFixed Income Investment Outlook 1Q 2021
After a year of profound economic and market turbulence, we anticipate improving global growth in 2021. Accelerated vaccine distribution should allow for wider reopening, while the release of pent-up demand and ongoing monetary support will likely help drive renewed expansion.
