All Global articles – Page 83
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White papersSuzano: engaging on ESG issues
Sao Paolo-based pulp and paper producer Suzano is a holding in the Federated Hermes Unconstrained Credit Fund.
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WebinarWebinar: 2021 Midyear Outlook
As we approach the mid-point of the year, and now more than a year from the commencement of the global pandemic, it’s time to look to the future with Capital Group senior investment professionals who will offer their views on how to navigate to economic recovery for the global economy and world markets.
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White papersPrivate credit markets - opportunities opening up across the spectrum
With countries around the world rolling out their vaccine programmes and with growing optimism about the outlook for the global economy, has a potential return to normality been reflected in private and illiquid credit?
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White papersBig Tech Stocks: How to gauge regulatory risk
When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something — rather than nothing.
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PodcastMaking the REIT Move In Real Estate
With the virtual shift that COVID-19 placed on our society along with resulting closures of brick and mortar retail across the globe, REITs, or Real Estate Investment Trusts, may not have had their best year in 2020.
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White papersShifts & Narratives #7 - Opening the Pandora’s box of social risks: Consequences for investors
The Covid-19 crisis can be considered a turning point for social issues: it has put global socio-economic inequalities in the spotlight and made them more concrete than ever before. It has also clearly shown the tragic effects, from an economic and societal perspective, that systemic shocks can have on unequal, non-resilient societies.
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White papersWhat is the future for climate disclosure?
It’s only a matter of time before companies will have to report on their climate-related risks. They should get ahead by putting the processes in place to do so now, says Thibaud Clisson.
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White papersStakeholders in the Just Transition - N°2 Consumers
The objective of a “just transition” was included in the 2015 Paris Agreement on climate change. It aims to make the transition to low-carbon economies fair to all stakeholders: workers, consumers, local communities, and society at large.
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PodcastThe Investment Podcast: Navigating the road to real estate recovery
Picking up on the themes from their latest Global Real Estate Outlook, the real estate team at M&G Investments discuss the outlook across different sectors and geographies. Which could see rapid growth and which may lag behind?
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White papersShifts & Narratives #5 - A unique crisis that opens the way to multiple regime shifts
The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unprecedented contraction of activity in 2020 and in the deepest global recession since World War II.
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Asset Manager NewsNuveen launches Global Core Impact Bond strategy
Nuveen, the global investment manager with over $1.2 trillion in assets under management, announces the launch of a Global Core Impact Bond strategy.
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White papersInequality: what is at stake (2/4)* - Pro-Piketty and Anti-Piketty: A review of the literature in 20 topics
No one is disputing that Piketty’s books are ground-breaking, that his research and his team’s research are fundamental, or that their databases and reports are invaluable. Moreover, this research puts economics back in history, which is highly commendable.
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White papersInequality: what is at stake (1/4)* - Globalisation, growth, financial liberalisation and inequality
With the misdeeds of globalisation, the rise in inequalities and the resulting perception of injustice have been subjects that have fuelled many debates for a little over ten years. The theme of inequalities has even come to the centre of many political programs.
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White papersMeasuring and Pricing Cyclone-Related Physical Risk under Changing Climate
We propose a statistical methodology to quantify the financial implications of tropical cyclone-related physical risks implied by climate change.
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Video* How can stewardship help tackle biodiversity loss? *
It is increasingly clear that climate change is a significant cause of biodiversity loss, but biodiversity loss is also driving climate change. As an investor, BNP Paribas Asset Management believes it cannot address one without considering the other in conversations with the companies we invest in and with other investors.
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White papers
Real Estate Outlook – Edition 2, 2021 - Seeing an uneven recovery
Global real estate markets are still coming to terms with the economic fallout from the pandemic, but showed a strong performance in the first quarter, driven by the industrial sector.
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White papersChina in the global inflation scare
Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push pressures, especially in Asia. There is also no sign of a global wage-price spiral. Nevertheless, we believe there are reasons to be concerned.
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Research ReportInflation and REITs
As the world reopens at an accelerated rate, we are facing an unintended consequence, inflation. Although economists’ debate whether its transitory or structural, the bottom line is prices have risen. Inflationary periods can adversely affect investor performance, yet there are opportunities to position a portfolio to make inflation work for you.
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White papersMedical miracle: Health care innovation saves the world
Several drug developers brought COVID-19 vaccines from initial trials to people’s arms in less than a year. This lightning quick pace defied the expectations of health care professionals and saved countless lives. It was far faster than the development of any similar drug.
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White papersGlobal Real Estate Outlook: Navigating the road to recovery
The unparalleled economic disruption and acceleration of structural trends caused by the pandemic has focused investors on positioning for the long term. But what is the final destination?
