All Global articles – Page 93
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White papersHydrogen: science fiction made real?
Fourteen member states of the European Union (EU) have already included a strategy for the use of hydrogen as part of their plans to support the post COVID lockdown economic recovery plans. David Czupryna, Head of ESG Development at Candriam, writes that the recent investment package of EUR15bn by the German and French governments is a serious step but only one of many required, with a lot of investment and opportunities still to come.
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White papersHidden ESG gems: the “improvers” philosophy
Traditional alpha opportunities tend to be found in underappreciated areas of the market where an expected improvement in fundamentals will lead to a rerating of the stock. The same can be said for ESG investing: companies that embrace and improve their ESG profile will be rewarded by the market.
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White papersInstitutional Investors – are you embracing the evolution in responsible investing?
The asset management industry is experiencing an evolution which has been a long time coming – the volume has been turned up on responsible investing and institutional investors are at the heart of this transition. The global pandemic and high-level concerns around climate change have brought a new sense of awareness, the knowledge of long-term risks and opportunities associated with environmental, social and governance (ESG) factors.
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White papersThe Golden Age of Health Care Innovation Meets Rising Global Need
Innovative new treatments are revolutionizing medical care to meet the growing needs of an aging global population.
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White papers2021 Investment Outlook Report
Our comprehensive Outlook Report addresses in further detail both the macro and asset class specific themes we have identified and examines the evolution of the investment environment over the past 12 months.
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White papersWhy it’s so Hard to go Bankrupt… And Why That Will Change
Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
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White papers2021 outlook: Dark tunnel. Bright light
Macro risks associated with the coronavirus have loomed over global markets and economies for nearly a year, and will continue for at least several months. But beyond this dark tunnel, we see a more normalised environment driven by fundamentals. Nuveen’s Global Investment Committee explores
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White papersCreating Resilient Pension Portfolios Post Covid-19
Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.
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White papersElectric vehicles: reaching a tipping point
Automakers were placed under considerable pressure this year by global lockdowns that brought the industry to a standstill. Yet even amid the coronavirus-induced turmoil, firms have continued to spend considerable amounts on electric vehicle (EV) technology. Why is this, and how are automakers positioning themselves for an all-electric future?
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White papersPandemic scrutiny brings purpose to the fore
Government support for companies during the Covid-19 pandemic has demonstrated why all businesses need to maintain a social licence to operate underpinned by a corporate purpose.
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White papersGetting Smarter Around Disruption
With innovation continuing to pave the way through the digital revolution of today, consumers and investors alike have wanted to know what could become the “next big thing” across industry sectors. As more and more groundbreaking business concepts continue to enter the market, one might wonder what is it about an idea or concept that makes it truly disruptive? And what is the thought process behind it?
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White papersDarker Tunnel, Brighter Light
The broad flow of economic data has been stronger than expected across Europe and the United States, even as much of Asia continues to recover.
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White papersCash Negative
The central bank pandemic response has left all major short-dated interest rates pricing near or below zero for years into the future: How can cash portfolio managers meet this challenge?
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White papersA few reasons why the Covid crisis may lead to less deglobalisation than thought
It is a widespread view that the Covid crisis will accelerate trade deglobalisation, including through industrial reshoring and shorter value chains. However, the most likely scenario is more complex, as trade in services may grow even more globalised, while the reshoring of manufacturing activities may run into a number of practical, yet also political, obstacles.
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White papersQ3 2020 reporting season surprised on the positive side
Q4 visibility has shrunk as new lockdown put at risk the recovery. EPS rebound should resume in 2021 given the base effect, the ramp-up of stimulus and a potential easing of containment measures alongside the progress made to curb the pandemic.
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White papersThe vaccine is a binary event for the markets, not for the economy
Since the announcements of the discovery of a very effective vaccine, first by Pfizer-BioNTech and then by Moderna and AstraZeneca, the horizon has opened up. Investors are beginning to dream of a world immune to Covid-19. But one swallow doesn’t make a spring. Many unknowns remain (see p.4) and the Covid-19 crisis will leave lasting traces in the economy going forward.
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White papersTakeaways from our investment outlook: Legacy of the lockdown
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at the same time as the world tackles the social and economic problems laid bare by the pandemic.
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White papersPrivate real estate versus REITs – which performs best over the long term?
Expectations that private real estate outperform listed real estate over the long-term don’t tally with our findings, but investors should understand what’s behind the differences.
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White papersEmerging market giants step up
The Covid-19 pandemic has ravaged economies worldwide. Weak infrastructure and healthcare systems, dependence on commodities and tourism for income, and high debt loads have left emerging markets suffering disproportionately.
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White papersCosting climate change
Climate change will cause enormous damage to economies, especially in the emerging world. People in China could be 25 per cent poorer by the end of the century than if there were no further climate change if we do nothing more to slow the rise in global temperature. For Brazil and India the shortfall is likely to exceed 60 per cent, according to modelling by a team of environmental economists at Oxford University’s Smith School in a new report sponsored by Pictet Asset Management.
