All Global articles – Page 84
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Investing for net zero – What’s needed to meet carbon neutral targets?
2020 saw many countries setting targets to get to net-zero emissions, but their plans to reach those goals are what matters.
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Ahold Delhaize case study
Ahold Delhaize has published a human rights report - giving confidence to investors that it is working to address some of its most salient issues, in addition to launching a new climate change strategy. EOS continues to engage with the company on investor expectations on ESG.
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Pfizer 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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Global 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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Investing 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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Lots 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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There’s Much More to Tech Investing than the US Market
There are many innovative technology companies outside the US and China that tend to get overlooked.
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What 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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Global Data Centers: Getting Connected With a Niche Sector
The COVID-19 pandemic has caused the largest economic shock in generations. Significant disruption across all segments of the economy has resulted in severe recessions globally.
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‘Cop 26 and The Importance of Net Zero’ Martin Currie - a Franklin Templeton specialist investment manager
Martin Currie: 2021 could prove to be a pivotal year in the fight against climate change and the race towards Net Zero emissions.
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The COVID Nudge
In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.
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What 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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Franklin Templeton Investment Solutions: Allocation Views
It seems like global financial markets and economies are experiencing a never-ending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty.
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Global Equities: Four Things We Are Watching In 2021
Stephen Dover shares four investment themes he’s thinking about as the world recovers from the COVID-19 pandemic.
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How 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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Four 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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EOS 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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The 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 News
Farming 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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EM 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.