All Global articles – Page 85
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White papersEM 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.
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White papersSeven Crucial Questions This Earnings Season Can Answer
As investors strain to imagine the post-pandemic normal, a blurry vision is already coming into view.
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White papersSetting our climate change expectations for investee companies
Climate change is the defining challenge of our time and, at the international business of Federated Hermes, we recognise the imperative for collective action to limit global average temperature increases to 1.5°C and to adapt to changing climatic conditions. That’s why we have set out our climate change expectations for ourselves and our investee companies.
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White papersA time for action: Race, ethnicity and investing
In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.
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Asset Manager NewsPGIM Real Estate Completes Nearly $30 Billion In Transactions Worldwide In 2020
PGIM Real Estate completed nearly $30 billion in transactions worldwide in 2020. The volume represents a total of 911 transactions and includes $10.2 billion in real estate equity investments and dispositions on behalf of third-party investors, in addition to $19.5 billion in real estate financing. PGIM is the $1.4 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU).
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Research ReportWhy global change could yield opportunities for real estate investors
As featured in Preqin’s global real estate report, Melissa Reagen, Head of Americas Real Estate Research at Nuveen, discusses why amid uncertainty real estate will play a key role in investor portfolios as the industry adapts.
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White papersIs the Tunnel Getting Longer?
In a race between vaccine research and virus mutations, logistical challenges are setting up hurdles that are lengthening the distance to the end of the tunnel. Markets have priced in a strong recovery though there are near-term concerns in the real economy.
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White papersMarket Scenarios and Risks - February 2021
This month, we maintain the probabilities and narrative of our central and alternative scenarios. We confirm our constructive medium-term view on the “financial recovery regime”, with more caution in the short-term on financial markets, given the virus-dependent news flow.
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White papersA pandemic side-effect: Climate change, front and centre
Once the pandemic is past, the existential issues around climate change will still require action on an unprecedented scale.
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White papersAccessing the Real Estate Universe in 2021
Each year LaSalle’s research and strategy team estimates the size of the income-producing real estate universe throughout the world, by country, and by segment. 2020 was a turbulent year as a result of the COVID-19 pandemic and this is reflected in our latest estimates.
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White papersFixed Income Investment Outlook 1Q 2021
After a year of profound economic and market turbulence, we anticipate improving global growth in 2021. Accelerated vaccine distribution should allow for wider reopening, while the release of pent-up demand and ongoing monetary support will likely help drive renewed expansion.
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White papers2021 EMD outlook: In the wake of the storm
The COVID-19 market crisis was a cognitive shock, similar in magnitude to the Great Financial Crisis of 2008. Global investors found themselves surprised and wrong-footed in terms of risk positioning. After all, a pandemic isn’t usually part of the risk management textbook.
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White papersThe great blue economy wave
The sheer size of the blue economy means it can offer substantial development potential around ocean resources. Having already seen major technological development, the blue economy can provide investors with unique opportunities.
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White papersPodcast: ESG Investing: What To Expect In 2021 And Beyond
Julie Moret, our global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.
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White papersCommercial real estate in the global pandemic
As the health and economic impacts of the coronavirus continue to challenge global markets, it’s clear that commercial real estate is still being affected as much as, or perhaps more than, any other asset class.
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White papersESG investing: How Covid-19 accelerated the social awakening
In 2014, to determine if environmental, social and governance (ESG) factors made a difference to shareholder returns, we analysed five years’ worth of data. In doing so, we proved that ESG investing is more than just a feel-good phenomenon. Since then, we have continued to monitor how ESG factors impact shareholder returns and every two years, we publish an intellectually honest assessment of the ESG investing environment.
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White papersCOVID-19: Investors are finding new ways to drive positive social outcomes
COVID-19 has been a test of companies’ sustainability credentials. It has sharpened public and investor scrutiny of environmental, social and governance (ESG) practices and has notably intensified attention around the ‘social’ component.
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White papersVirtual reality: How COVID-19 is reshaping the world of work
While the coronavirus pandemic has devastated livelihoods, it also presents an opportunity for companies and policymakers to reinvent the world of work. The future is full of possibilities – but no easy answers.
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White papersCutting Loose: COVID-19 deals globalisation a further blow
Globalisation’s image problem may have been further tarnished by the pandemic, but can political leaders use the crisis to reform it for the better and resist the urge to abandon it altogether?
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White papersGlobal Investment Views - February 2021
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of DM, where we have been lowering our forecasts.
