All Global articles – Page 85
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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.
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White papersKeynote Interview: Efficiency targets drive sustainability
Working to make its facilities more efficient for customers has led GLP into the world of renewable energy and technology, and putting sustainability at the center of its business, says Meredith Balenske
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White papersTo address climate change, we need to address social inequality
Two of the largest challenges society faces today – climate change and social inequality – can benefit from a joint approach, particularly as investors may have to navigate enhanced regulation in both areas, says Alex Bernhardt, global head of sustainability research.
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White papersInvesting in 2022: Four key market drivers
The pandemic and rising inflation were prevailing drivers of markets in 2021. But the economic squeeze which dominated 2020 finally started to loosen its grip, as the world started to get back to something resembling ‘normality’ in the second half of last year.
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White papersAsset Allocation Committee Outlook 1Q 2022
As we enter the new year, most of the global economy appears fundamentally in good shape, as demand continues to recover from the pandemic and supply chains are gradually restored.
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White papersBolstering Asset Allocation Defenses Against COVID-19
The surge of the coronavirus omicron variant has implications not only for broader asset-class allocations but also for macro exposures within asset classes. We believe that modestly capping exposure to certain COVID-19-sensitive assets can enhance risk management.
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White papersShifts & Narratives #13 - Money and psychology of inflation: an investor view
Inflation was the big surprise in 2021. At the beginning of the year, the average US inflation forecast by economists for the end of 2021 was around 2%, while the latest reading in December came in at 7.0% YoY, the highest level since 1982.
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White papersMoney and its velocity matter: the great comeback of the quantity equation of money in an era of regime shift
The velocity of money (V) depends on P = the general price level, T = the total amount of goods and services produced and M = the total amount of money in circulation, and can be expressed by the formula V = PT/M.
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PodcastThe Weakest Links in the Global Supply Chain: Part I
As we start a new year amid the pandemic, a major disruption that consumers are facing are the issues within today’s global supply chain. Emptier shelves in stores, shipping delays on e-commerce deliveries and labor shortages among others, have been felt by so many of us.
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White papersSDG Engagement Equity commentary: National Instruments
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
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White papersPensions Investment Outlook: Challenges and Opportunities
There are several uncertainties in the economic and market outlook that are important for pension funds.
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White papersNo immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
