All Global articles – Page 82
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White papersHow Deep Is EUR Love?
Thursday’s 7.5% U.S. inflation print reintroduced some volatility, but we still think the euro is building a base for a long-term relationship with its admirers.
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White papersTop ESG equities show their resilience in 2021
Coming out of a volatile 2020, the sharp rise in inflation and the potential for rising rates were two of the key market drivers during 2021 – and certainly have been for the beginning of 2022. This backdrop does not look set to alter dramatically, at least in the near term.
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White papersResponsible investment: themes to look out for in 2022
Responsible investment issues tend to have a long time horizon. However, we have identified key issues and opportunities we expect will drive change in the coming year.
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White papersInflation is starting to burn - Strategies to protect portfolios from inflation risk
Persistent inflation, above pre crisis levels, except for China.
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White papersElectric vehicles: charging towards a sustainable world
What has driven the recent acceleration in electric vehicle (EV) sales?
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White papersWhy food waste is a moving target in the climate change fight
Many societies have become relatively comfortable with the idea of just-in-time supply chains that funnel goods to them day in, day out. Less palatable would be just-enough food production and distribution. Individuals have become used to the appearance of plenty – and as supply chain wobbles in 2021 showed, the public spooks easily at the sight of empty supermarket shelves.
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White papersInvesting in the New Global Infrastructure Economy
In a recent interview in the Preqin Global Infrastructure 2022 report, Biff Ourso and Andy Deihl of Nuveen Infrastructure discuss how changing global demographics and structural trends are creating opportunities for private infrastructure to invest in the transition to a low carbon economy.
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White papersHow to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersESG Thema #7 - ESG Corporate Disclosure: Towards more demanding and harmonized reporting
The 21st century company is one that must go beyond considerations of financial profitability, ensuring that the ecosystem in which it operates is preserved.
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White papersFive reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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PodcastThe Weakest Links in the Global Supply Chain: Part II
In continuing our discussion on the current global supply chain crisis, we’ve seen that companies have been considering onshoring many of their production centers in order to keep up with slowdowns in deliveries from international ports.
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White papersHow to get to Net Zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersWhy there is no alternative to being sustainable
Despite growing global public awareness and pressure for urgent action on climate change, last year’s COP26 climate conference demonstrated that the world is still a long way from finding consensus on how to best tackle the issue.
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White papersReal assets—real solutions
The world is rapidly waking up to the dangers and risks posed by climate change, and sustainable and responsible investing is fast becoming one of the most important investment criteria globally.
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White papersThe road to Smart Olive: investing in a ‘Just Transition’
The Energy Transition is critical for our planet’s future. According to the United Nations, the world is likely to exceed 1.5°C of warming above pre-industrial levels within 20 years, even in a best-case scenario of deep cuts in greenhouse gas emissions.
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White papersGlobal Emerging Markets: Outlook 2022
Fund manager Kunjal Gala takes a view on the coming opportunities and challenges for investors in emerging markets.
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White papersGlobal Investment Views - February 2022
January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities. The reassessment of the inflation premium in the wake of demanding valuations has driven a strong repricing of risk premia.
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White papersNatural Resources: Bridging the Gap to a Cleaner Future
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.
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White papersThe wheels of a Circular Economy go round and round
The awareness of the finiteness of our natural resources as well as the fight against climate change make us look for an alternative development model. The Circular Economy could be part of the solution and has become increasingly successful in recent years : the concept has spread from a small circle of insiders to a growing number of companies and citizens.
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White papersElectric vehicles – approaching the tipping point
The pace of adoption of electric vehicles (EVs) has been phenomenal. The penetration rate is already significantly ahead of many forecasts, with EVs’ share of passenger vehicles exceeding 14% in October, driven by year-on-year sales growth of 74% in a market that was otherwise down. And the rate of adoption shows little sign of slowing.
