All Global articles – Page 84
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White papersThe invasion of Ukraine: investment implications
Russian military activity with Ukraine is escalating rapidly, with growing uncertainty. As events unfold, we suggest investors remain focused on their long-term goals, but remain attuned to the potential shifts in and disruptions to inflation, growth, energy prices and global financial markets.
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White papersTackling climate change through outcomes-focused stewardship
With the publication by EOS at Federated Hermes of the 2021 Annual Review of engagement and voting highlights, Dr Hans-Christoph Hirt, head of EOS, reflects on the climate crisis and the challenges it will pose for investors in 2022 and beyond.
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White papersEOS 2021 Annual Review
Although the Covid-19 pandemic continued to exact a heavy toll in 2021, the climate crisis returned to the fore with extreme weather events around the globe, and the starkest warning yet from scientists in the run up to the UN’s COP26 climate summit.
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White papersGlobalization: “So Why Can’t You Export Haircuts?”
It’s the year 2032. Will planes still take us to far-off lands or will VR headsets transport us, could your hair stylist live on the other side of the planet?
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White papersWeight to the Plate: Tracking EM Food Inflation
Rising food prices have added more pressure to headline inflation in emerging markets (EM), increasing steadily throughout 2021. As a result, central banks there have not had the leeway to wait to tighten policy the way the Federal Reserve and the European Central Bank have.
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PodcastThe Weakest Links in the Global Supply Chain: Part III
As we conclude this series on the global supply chain crisis, we would be remiss to not discuss a major disruption that impacts so many of us: technology.
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White papersEmerging Sovereigns and Sustainability
Global sustainability cannot be achieved without sustainability in the world’s poorer countries—so how can we address the challenges of sustainable investing in emerging markets sovereigns?
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Video“More can be spent than thought on the SDGs and the Paris pledges“
Trillions of dollars are needed for the UN’s Sustainable Development Goals and those of the Paris Agreement to be met – both are critical for a sound and sustainable economy. Yet existing policies are hindering the necessary flows of capital and require a reset. Enter Modern Monetary Theory (MMT).
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Research ReportNuveen global fixed income impact report 2021
Welcome to the Nuveen global fixed income 2021 impact report which demonstrates how impact investing in public fixed income markets is not only possible, but vital to addressing many of the large-scale, systemic challenges the world faces today.
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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.
