Latest Manager Research – Page 102
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White papersTurning, Not Re-Turning
It makes sense to prepare for the turning point in this cycle—but not by returning to the winners from the last cycle.
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White papersSystematic Fixed-Income Investing Comes of Age
Bond investors have been challenged by heightened volatility and big drawdowns in the aftermath of the pandemic. In response, investors are increasingly seeking systematic strategies, which can generate active returns while mitigating risk and charging competitive fees. In this paper, we explore the principles, processes and benefits of a systematic fixed-income strategy, an investment approach whose time has come.
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White papersColgate-Palmolive case study
Following nearly two years of engagement as the lead for the Climate Action 100+ (CA100+) collaborative engagement with Colgate-Palmolive, the company published its first report aligned with the Task Force on Climate-related Financial Disclosures’ (TCFD) recommendations.
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White papersBiodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
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White papersCrunch Time
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersMarket volatility and developments in the banking sector
What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally? Check out highlights from our most recent discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
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White papersA rocky net zero pathway
In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path. Security, affordability (in volume and prices) and sustainability of the energy supply were challenged, driving the need to diversify the energy supply mix.
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White papersFintech equities: are investors neglecting cybersecurity risk?
Cyberattacks can disrupt corporate operations, compromise customers, damage credibility and draw regulatory fines – weakening the bottom line and therefore fundamentals. In this white paper, we ask: are equity investors accurately pricing-in the impact of hacks on stock prices?
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White papersISA Focus: Revisiting the future of office
The balance of virtual and in-person interaction is close to a post-pandemic steady state. So we observed in our ISA Outlook 2023, where we called this out as one of our key global themes for the year.
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White papersLow-volatility equities under COVID-19
Many investors consider low-volatility stocks to be reliable defensive equity investments over the long term, delivering higher risk-adjusted returns than traditional market capitalisation indices.
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White papersExploring the carbon offset market: Issues, reforms and the future
The voluntary carbon market has come under criticism recently after research accusing many offsets of being worthless. Thibaud Clisson takes a closer look at the carbon offsets market, its usefulness and the work being done to improve its integrity.
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White papersDiversity and Inclusion—an Investor’s Handbook
Companies are beefing up their DEI initiatives to attract and retain employees amid increasing regulatory requirements. DEI can contribute to an inclusive corporate culture and provide firms with a distinct edge over less-proactive competitors. For investors, the key is knowing which criteria to look for when evaluating companies.
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White papersIt’s not just cars driving the EV revolution in emerging markets
We think green, shared mobility - from electric buses to electric rickshaws - will power radical changes to transport in emerging markets. And bring investment opportunities.
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White papersStop blaming everything on pension funds
UK pension funds have been blamed for a number of woes affecting the UK’s financial fortunes. However, the suggestion that these could be solved by the wave of a regulatory wand is misguided.
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White papersSustainability: Expanding infrastructure’s parameters
While essentiality and high barriers to entry have long been trademark infrastructure traits, the asset class is increasingly being defined by sustainability.
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White papersEuropean market outlook: Clouds on the horizon
After a decade of ultra-loose monetary policy, we are starting to see the intended and unintended consequences of one of the most aggressive periods of monetary policy tightening in history.
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White papersSNB wary of inflation amid seismic FX policy shifts
The SNB lifted rates at its last policy meeting, undeterred by the uncertainty plaguing the banking sector and resolutely focusing on inflation. We explore recent monetary policy developments, including profound changes in how the central bank regards and communicates on foreign currency interventions.
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White papersSustainable dividends: The pursuit of quality and prudence
With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return. In this interview, Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability, as well as the need to avoid dividend cutters, which can undermine a portfolio’s long-term return potential.
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White papersPlastic waste: linear today, circular tomorrow
The transition to a CLIC® economy that is clean, lean, inclusive and circular means moving away from the current WILD economy that is wasteful, idle, lopsided and dirty. At LOIM, we believe that profound change is required in three key systems, including how we make and use materials in order to transition to a more circular model: nowhere is this more apparent than in plastics.
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White papersHow vulnerable is EM debt to volatility spillovers?
At the beginning of the year, the three major factors driving emerging market (EM) debt were US financial conditions, the dollar and global growth. All three look likely to have been changed by the current shock to the banking sector.
