All Global articles – Page 86
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White papersThe Market Measure Of Carbon Risk And Its Impact On The Minimum Variance Portfolio
Like ESG investing, climate change is an important concern for asset managers and owners, and a new challenge for portfolio construction. Until now, investors have mainly measured carbon risk using fundamental approaches, such as with carbon intensity metrics. Nevertheless, it has not been proven that asset prices are directly impacted by these fundamental-based measures.
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White papersInternational Small Caps: Quality Plus Quantity
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
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White papersShaping the Future of Healthcare
As the world saw the coronavirus vaccines get developed and administered within a year of the first confirmed case, many may be wondering how the healthcare sector at large was able to achieve such an incredible feat. Are we seeing this level of innovation in other areas of healthcare today? And will it be sustainable going forward?
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White papersTelehealth and the future of healthcare real estate
The pandemic has undeniably accelerated technology’s role in the delivery of healthcare.
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White papersHot wheels: Cars, climate change and the great EV disconnect
With traditional carmakers under intense pressure to cut emissions in the fight against climate change, investors are putting their money behind pure play electric vehicle producers. Alessandro Rovelli digs into the numbers to assess whether this trend is sustainable.
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White papersHow Shopping—and Investing—Might Be Enabling Modern Slavery
It may seem shocking, but a simple trip to the local store to pick up fresh produce or clothing could enable human exploitation. For investors, those same connections can exist within their portfolios—and it takes more than a passive effort to root them out.
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White papersKey investment decisions in a multi-factor equity framework
When it comes to building an efficient and consistent multi-factor equity strategy, investors need to decide which factors to use and how to diversify their exposure. This determines the long-term risk-adjusted performance of the strategy.
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White papersRare earth metals – How to limit the impact of the clean energy transition?
With demand for rare earth metals set to skyrocket to support new energy technologies, how can the world transition to sustainable energy sustainably?
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White papersCautious Optimism or Cold Realism?
Signs show divergence between China’s supply and demand recovery. The first full week of the new U.S. administration will give more clarity on what can feasibly be expected to pass this term. Meanwhile, Italian politics raises questions over the EU recovery fund.
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White papersWestchester Global Thoughts: Winter 2020
The unprecedented COVID-19 crisis has only made the pressure for changes in food systems more urgent.
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White papersValue or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.
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White papersBuilding back better: The path to net zero
While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a cleaner, safer and sustainable world?
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White papersGlobal Emerging Markets: country allocation review 2021
Fiscal and monetary stimulus programmes across the world buoyed global markets in 2020 with encouraging Covid-19 vaccine trial results providing an end-of-year boost for investors. However, macroeconomic data is mixed: there has been a lower-than-expected improvement in the service sector and inequality is rising.
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White papersIs a Blue Wave Enough to Deliver Blue Skies?
Disappointing U.S. employment suggests slowing momentum amid rising cases, but growth is expected to pick up on the backs of greater potential fiscal stimulus and vaccine deployments. Improving data in China confirms the PBOC can pursue its path of less accommodative policy.
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White papersGlobal Equities case study: Vonovia
In our latest case study direct from our Global Equities portfolios, we examine the favourable ESG attributes of current holding Vonovia, a German real estate company.
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White papersThe False Dawn of Big Tech Regulation?
Calls for increased regulation of tech giants have indeed grown—but will they have the desired impact? In our opinion, the focus on “big is bad” is simply ineffective in a digital world.
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White papersHigh Yield: Strong Tailwinds, But It May be a Bumpy Ride
High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.
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White papersGlobal Fixed Income Macroeconomic And Sector Views: Q1 2021
Commentary from Franklin Templeton Fixed Income.
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White papers2021 global outlook reassessed
As the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320. We expect better corporate fundamentals at a global level going forward. The rebound of EPS growth will eventually validate current asset price levels in the context of low interest rates. This explains our cautious optimism for the coming quarters.
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White papersHidden factors: exploring equity market behaviour in 2020
At the beginning of a new year, it’s customary to look both back to the past and forward to the future. This year, it would be tempting to focus on a future in which the coronavirus is finally brought under control, gladly turning our backs on 2020 and consigning it to the annals of history. However, looking at the extreme market events of the past 12 months can provide some valuable insights for investors.
