All Global articles – Page 92
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White papersGlobal Equity ESG: H1 2020 Report
Combining attractive fundamentals and good or improving environmental, social and governance (ESG) characteristics, the Federated Hermes Global Equity ESG Fund targets innovative companies that anticipate tomorrow’s challenges today.
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White papersReal Estate: flexibility and adaptability in challenging times
The impact of the coronavirus pandemic is being felt across global real estate markets: it has changed the way people live and work. But what does it mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight?
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White papersThe Glass Is Still Half Full (For Now)
World economies have rebounded from lockdowns faster than expected despite much differentiation among them. Much still depends on further progress in managing COVID-19 and continuing policy stimulus.
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White papersSDG Engagement High Yield Credit: H1 2020 Report
Seeking twin objectives of strong financial performance and positive social and environmental impacts that contribute to achieving the 17 Sustainable Development Goals (SDGs), we launched SDG Engagement High Yield Credit in October 2019.
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White papersLow-carbon investing across all our quantitative strategies
As a future maker, BNP Paribas Asset Management has put sustainability at the core of its investment process. This is reflected in our commitment to a low-carbon environment. Portfolio decarbonisation has been of primary concern in our overall strategy of sustainability integration.
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White papersIs There Opportunity in COVID-19 Valuation Dislocations?
Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations.
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White papersPushing on an Open Door: COVID-19 is Intensifying Long-term Macro Trends…Especially Debt Overhangs
The COVID-19 pandemic has had historic—and nearly immediate—repercussions for society, the global economy and policy. The aftereffects will last for many years, reinforcing long-term trends including deglobalization, populism and mounting debt.
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White papersSwipe right: The Tinder effect on real estate
It can be hard to perceive how society, and consequently our use of real estate, is changing. Sometimes, major structural trends are hiding in plain sight, says Chris Urwin.
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White papersRepsol case study
Repsol became the first oil and gas company to commit to a net-zero goal by 2050, supported by a decarbonisation pathway with interim targets, setting a higher benchmark for the industry. EOS has engaged with the company since 2013 on its climate action and targets.
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White papersEOS Partnership with The Enacting Purpose Initiative
Business leaders need a simple framework to put purpose into practice
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White papersGlobal Emerging Markets: ESG Materiality, Q3 2020
Welcome to the Global Emerging Markets’ ESG Materiality commentary – a quarterly publication that demonstrates our engagement activity with portfolio companies and showcases holdings that are creating positive impact aligned to the Sustainable Development Goals. In addition, we explore an environmental, social and governance (ESG) theme and its implications for the asset class.
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White papersRecovering scenarios and Emerging Themes
Erik Knutzen shares guidance on navigating the range of paths through the recovery and our Playbook 2.0 for capitalizing on investment themes.
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White papersIs Concentrated Investing Riskier in Today’s Uncertain Environment?
In a world of increased uncertainty, many investors’ natural instinct is to “hedge their bets” by diversifying, rather than investing in a concentrated strategy. But this year, a portfolio consisting of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio?
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White papersA Promising Update On The Vaccine We Are All Waiting For
We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.
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White papersSDG Engagement Equity: 2020 H1 Report
Launched in January 2018, the Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersSharpe Thinking: calling time
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent body ensuring that our investment teams perform in the best interest of clients.
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White papersAsset Class Return Forecasts - Q3 - 2020
All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different uncertainties are emerging. Our latest forecasts, incorporating analysis of key driving factors, confirms last quarter’s future sequence of macro-financial regimes1 registering some slight fine tuning in terms of recovery forecasts coherent with the macro picture taking shape.
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White papersBuilding a new investment paradigm
Time was the financial community would have turned a blind eye to sustainability or societal impact when considering where to invest. Now, however, taking into account the environmental, social and governance aspects of investing is becoming inevitable. At BNP Paribas, such ESG considerations feature largely in investment decisions.
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White papersCredit investing in the coronavirus era: 360°, Q3 2020 - August 2020
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. Here we demonstrate how we are engaging with current holding Brunswick to create positive impacts on society.
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White papersThe Future of Climate Change
It is undeniable that the global economy and real estate portfolios are being tested by the COVID-19 crisis. The pandemic has also accentuated the link between the economy and the drivers of climate change.
