All Global articles – Page 92
-
White papersRace, ethnicity and investing: A time for action
In the first of a two-part series on anti-black racism, we look at five areas asset managers need to focus on if their engagement efforts are to make a positive difference.
-
White papersHow private equity can work with healthcare companies to build better, longer lives
The scale of the global healthcare market and the strength of its long-term drivers mean opportunities abound, particularly in privately-held companies.
-
White papersClimate change and human rights
The climate crisis has already displaced millions of people due to flooding, and forced hundreds of thousands to flee from deadly wildfires. Pauline Lecoursonnois explores what companies can do to assess and mitigate climate-related human rights risks.
-
White papersMarking UN Day
As a leader in sustainability and investment, on UN Day we’re supporting companies’ efforts to build back better from the pandemic and create a positive societal and environmental impact.
-
White papersInvestible Trends in Real Estate for 2021 and Beyond
A Barings 360 Webinar on Real Estate Equity
-
White papersWhen the chips are down: the outlook for semiconductors
After a challenging 2019, the semiconductor manufacturing sector was placed under even more pressure by the exogenous shock of the coronavirus pandemic. Yet the industry has staged an impressive recovery and our Global Emerging Markets team retains a positive long-term view on the sector, arguing that technology trends will quickly reheat any cooling demand for global chips.
-
White papersSustainable investing – The divergence of ESG ratings
Here is the first in a new series of monthly articles on current academic research into a range of responsible investment topics. The papers discussed were presented at the latest annual GRASFI[1] conference.
-
White papersThe Pandemic Productivity Shock
Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
-
White papersSo How About that Vaccine?
How close is a vaccine? Who will make money? What’s the impact to other health care sectors? Alexandra Hillier, Ben Eaton & Akan Oton join the Investment Institute and discuss public and private markets on what keeps us up at night (and home much of the day).
-
White papersWhere to next? - Embracing global real estate in the era of COVID-19
Real estate is an important part of any multi-asset portfolio. Going global rather than sticking to the domestic market can be highly beneficial for investors, though they must consider strategy carefully and actively manage risk.
-
White papersHigh Yield: Bridging the Gap to a Post-COVID World
What lies ahead for high yield markets? Head of Global Public Fixed Income, Martin Horne weighs in on what the bifurcated asset price recovery, record issuance levels and falling default expectations imply for high yield markets in the months ahead.
-
White papersCity of Fear? Fear of the city? Urban life and COVID-19
Fear City: A Survival Guide for Visitors to New York City was distributed to arrivals at New York City’s airports in June 1975 by police unions in dispute with city leaders about cuts in emergency services. It warned them graphically of the dangers that lay in wait in an increasingly chaotic city being abandoned by both terrified residents and disinterested politicians.
-
White papersThe compelling case for alternatives
With only modest returns – at best – forecast for global stocks and bonds, investors may look to raise their allocations to alternatives. However, here too, the options are limited.
-
White papersAlternatives: opportunities abound
With only modest returns – at best – forecast for global stocks and bonds, investors may look to raise their allocations to alternatives. However, here too, the options are limited.
-
White papersWhy traditional balanced portfolios will not deliver attractive returns
The Covid-19 crisis turned the world on its head, creating major challenges for investors.
-
White papersHow Covid-19 will reshape the world and investments
Every global shock leaves a legacy. The hyperinflation and labour unrest of the late 1970s and early 1980s, for instance, gave birth to Reaganomics and Thatcherism while the 2008 credit crisis ushered in an era of ultra-low interest rates that persists to this day.
-
White papersHow might monetary policy evolve in a post-pandemic world?
Are central banks running out of ammunition to combat the next recession? In a word: no. In two words: no, but…
-
White papersAsset class return forecasts: the winners of the next five years
It gives me great pleasure to introduce our 8th Secular Outlook, which explores the trends we believe will have the greatest impact on financial markets over the next five years. Readers won’t be surprised to learn that this edition has been the most difficult of the eight to produce.
-
White papersInvestment View - The New Age of Financial Repression
Given the surge in government and corporate debt, policy will inevitably focus on making this load sustainable: financial repression, spearheaded by central banks, is set to reach a whole new level.
-
White papersUneven Climb Through Recovery
Our CIOs’ Global Investment Outlook offers perspective on the investment landscape and the US elections.
