All Global articles – Page 91
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Asset Manager NewsAdoption of a New Urban Design Practice
IPUT, in conjunction with multinational consultancy firm, Arup is proposing the adoption of a new urban design practice, workplacemaking, to ensure office buildings and the neighbourhoods around them are more appealing for a new digitally enabled workforce, while retaining their important economic and social function in our cities. Workplacemaking is also key to building long-term resilience into commercial property assets.
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White papersSenior infrastructure debt vs fixed income: which poses fewer challenges for investors?
Senior infrastructure debt is shielded from many of the challenges that face traditional fixed income in a zero-rate world. We explain why.
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Asset Manager NewsTimbercreek Announces Rebranding of Business Units
Timbercreek today announced the rebranding of Timbercreek Equities Corp. as Hazelview Investments. As part of the previously announced reorganization of the Timbercreek group, Timbercreek Equities Corp. has assumed ownership of the direct real estate and public securities investment management business, and effective today will operate as Hazelview.
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White papersAddressing the legacy of the crisis in the EM: the right policy mix in an uneven recovery
The duration of the epidemic will ultimately determine the shape of recovery. An uneven recovery and subdued inflation (barring any persistent supply shock) will call for a prolonged accommodative policy mix, in either monetary or fiscal policy. The merger of the two has to be careful monitored in emerging markets.
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White papersMarket scenarios and risks - November 2020
This month, we amend the narrative of our central and downside scenario to take into account a larger than expected Covid second wave in Europe and delayed fiscal support in the US. We reduce the probability of our central scenario from 70% to 65% and increase the probability of the downside scenario from 20% to 25%.
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White papersVideo: Why investors are turning to private assets amid uncertainty
In this video Georg Wunderlin and Johanna Kyrklund discuss the key challenges and benefits of using private assets, as identified by Schroders’ Institutional Investor Study.
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White papersFood – From an environmental burden to a lighter hoofprint
Food production and agriculture have a significant impact on the environment and climate change. Addressing the issues, which range from deforestation to unhealthy working conditions, is urgent and can be disruptive, but the remedies offer opportunities for investors.
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White papersSpotlight on climate action – actively investing in the low-carbon transition
Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments, explains how investors can target an intentional and material impact by investing in listed equities. By supporting companies that are taking steps towards combatting climate change, and keeping up the pressure using ownership and stewardship, active fund managers can play a part in the solution.
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White papersGCC/MENA Bond Market Update
October saw general weakness in global equities, led by a decline in developed markets, while emerging market equities advanced. Bond markets also posted mixed performance. A rise in US rates—even though a further fiscal stimulus deal could not be agreed—was an important theme. Markets also paid close attention to campaigning and poll data in the run-up to the US presidential election.
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White papersFixed Income: Better Information Key to a Vaccine “V-Day”
The latest pulse of our Franklin Templeton-Gallup Economics of Recovery study reveals that better public information will be key for a vaccine to deliver a “V-Day” for the pandemic and the recovery. Dr. Sonal Desai breaks down the latest results.
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White papersAn Update On Our ESG Scores
Can the impact of COVID-19 be lessened by weak health and economic measures? Templeton Global Macro Views highlights six country case studies.
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White papersAsset Class Return Forecasts - Q4 2020
As noted in our previous reports the much-awaited global recovery from the onset of Covid-19 is facing significant headwinds. As the fallout from the crisis becomes clearer in scope and view, ensuing challenges remain daunting. The interplay between the factors will continue to evolve having an effect in the short and medium-term, the monitoring of these relationships will remain at the forefront of future communications.
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White papersAnything But 20-20 Vision…
Advanced estimates show easing of COVID restrictions led U.S. GDP to soar as second waves have hit Europe and new government restrictions are being implemented. U.S. Election Day is Tuesday; watch Florida, Arizona, and North Carolina—key swing states that may indicate the winner.
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White papersReal assets and net zero: Now for the hard part
There is no lack of willingness among investors in real assets to play their part in helping countries reach net zero by 2050. But much needs to change – and quickly, as Laurence Monnier explains.
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White papersFrom Buddha to Bagehot: how global banks are keeping the liquidity flowing
In previous editions, we have explored asset quality, the value of collateral and capital. This time, Fiorino turns his attention to another core concept of banking – liquidity – and considers how banks are keeping it plentiful amid the coronavirus-induced freeze.
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White papersGlobal Investment Views - November 2020
Developments on the virus and vaccine front and the US election are hot topics. Markets are pricing in a glass-half-full scenario, despite the still-alarming infection numbers on the virus front (second wave in Europe and record new cases globally). The interconnection of the three cycles — virus, real economy and financial — continues, but the virus transmission mechanism is changing.
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White papersBiodiversity in focus in EOS’s Q3 Public Engagement Report
The Q3 Public Engagement Report from EOS at Federated Hermes focuses on three of its expanding engagement themes for 2020 – biodiversity and sustainable land use, fast fashion, and business purpose – all issues brought to the fore by the pandemic.
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White papersThe “Not Quite” Recovery Meets the Second Wave
The recovery this summer was vibrant. Cheap credit and accumulated savings were used to satisfy pent-up demand, resulting in strong activity. U.S. consumers are showing up; the EU governments keep having the economy’s back; and in Asia, economies are full steam ahead.
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White papersVideo: Why investors are turning to private assets amid uncertainty
In this video Georg Wunderlin and Johanna Kyrklund discuss the key challenges and benefits of using private assets, as identified by Schroders’ Institutional Investor Study.
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White papersRace, ethnicity and investing: Practice what you preach
In the second article in our series on racism, we explain why asset managers need to get their own house in order to be a credible agent for change at the companies they invest in.
