All Global articles – Page 83
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White papersStaying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic strategies?
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White papersBack to our roots: How responsible investors can help tackle the biodiversity crisis
Human life and nature depend on a complex system of interactions between the environment and living organisms. It is utterly fundamental to our existence and deeply sensitive to our interventions – and yet we can sometimes lose sight of how reliant our economies are on biodiversity’s careful preservation.
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White papersBiodiversity – “The foundation upon which we can build back better”
Biodiversity loss threatens the world’s ability to tackle issues such as poverty, hunger, poor health and water shortages – problems that need addressing to future-proof the planet’s liveability and sustain the economy. It amounts to value destruction and as such, it is relevant to us all, whether we are investors, asset managers or ordinary citizens.
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White papers*ESG investing and money market funds – Odd bedfellows or a good match?*
Applying ESG considerations to investing is perhaps more obvious when dealing with companies where pollution, health & safety and other issues can be tied to their activities and be tackled more easily. However, in money market investing too, it is valuable to scrutinise ESG standards when addressing, for example, climate change or the energy transition.
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White papersPandemic, war and climate change sharpen focus on ESG
While COVID-19 helped accelerate the ESG agenda, the tragic invasion of Ukraine is likely to further speed up its evolution.
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White papers5G Digitalization: Bringing the Back Office Forward
5G digitalization technology is streamlining small and mid-sized businesses’ (SMB) back office processes. What opportunities could this bring?
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White papersThe Widening Appeal of Private Placements & Infrastructure Debt
Illiquid asset classes like private placements and infrastructure debt can offer investors incremental risk-adjusted returns, as well as a number of other compelling competitive advantages.
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White papersHow the Ukraine crisis could affect global food sustainability
With the prices of various food staples off the charts, Robert-Alexandre Poujade explores the knock-on effects that Russia’s invasion of Ukraine will likely have on global food security and broader sustainability.
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White papersA fireside chat about the Hong Kong dollar as it revisits 7.85
For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking threshold, under which the Hong Kong Monetary Authority limits the currency’s trading range against the US dollar. Chi Lo, our senior market strategist in Hong Kong, explains what is happening and discusses the mechanism in place to sustain the Hong Kong dollar peg.
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White papersEngagement theme: Climate change
Climate change is one of the central pillars of AXA IM’s engagement with companies. While this theme is transversal and relevant to all firms from all sectors, we focus our efforts where materiality is greatest, notably energy (hence the relevance of UN SDG 7 and SDG 13), but also banks – through their lending policies as well as the building materials industry.
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White papersAre We There Yet?
Regardless of whether we get a hard or soft landing, we likely face a steep approach to the runway in trying to “land this plane.” The question is, how well consumers and companies absorb the slowdown, and whether sentiment is already bearish enough to create long-term value.
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White papersRussian Gas Flows Face New Obstacles
The risk-off tone and heightened volatility in markets continued this week. Disruptions in European gas supplies (see page 2) led the euro to depreciate against the U.S. dollar, approaching 2016 lows. Meanwhile, elevated inflation data in the U.S. buoyed stagflation fears and expectations of an aggressive Fed tightening path, leading equities and the U.S. 10-year yield lower.
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White papersShanghai’s lockdown – What might it mean for global supply chains?
A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of China’s largest hubs, Shanghai’s manufacturing and transport capacity is simply too big to be replaced elsewhere.
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White papersRelative value in EM local markets
Emerging market (EM) core inflation has risen by less than US inflation, in part due to weak economic conditions within EM and proactive EM central banks. The acceleration of interest rate hikes by EM central banks has driven up real interest rate differentials between EM and the US, making ...
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White papersAir travel is taking off again
After two years of relatively empty skies, Ryanair CEO Michael O’Leary is an eyewitness to the incredible resurgence of demand for air travel. Faced with long security delays at Dublin Airport, he implored the Irish government to call up the army last month to help process eager travelers flooding the terminals.
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White papersAlternative Data: Workforce Recovery and the Great Resignation
More displaced workers seem ready to come back into the labor force, but employers may need to watch their highly compensated “stayers.”
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White papersLaSalle Global Partner Solutions
LaSalle Global Partner Solutions (“LaSalle GPS”) is a division of LaSalle Investment Management with a Global AuM of $7bn (as of Q4, 2021). The real estate platform offers investors access to global investment opportunities across private and public equity, and private and public debt sectors through a range of vehicles such as commingled funds, join ventures, co-investments, and listed securities.
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Asset Manager NewsNuveen Real Estate Launches Global Impact Investing Sector Focused on Community Revitalization, Resident Well-Being
Nuveen Real Estate today announced the launch of a comprehensive global impact investing sector that will focus on building the vitality and sustainability of entire communities by enriching the lives of their residents. Nadir Settles will serve as Global Head of Impact Investing and Pamela West as Senior Portfolio Manager, Impact Investing. Nuveen Real Estate is one of the world’s largest real estate investment managers with more than $152 billion of assets under management.
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White papersESG Themes Take Center Stage
Real estate has been at the centre of the broader Environment, Social, and Governance (ESG) movement, which includes social and governance priorities alongside environmental ones.
