Latest Manager Research – Page 151
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Despite headwinds, ESG continues to perform
Our latest research shows that despite headwinds, ESG continues to be a strong driver of shareholder returns.
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Suspension of US-China climate talks puts global efforts at risk
Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues, China has suspended Sino-US collaboration on global warming. Details are not yet available, but the impact on global de-carbonisation could be substantial, especially if last November’s Joint Glasgow Declaration by the world’s largest CO2 emitters is at stake.
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Infrastructure – rising rates and the “natural hedge”
Inflation has accelerated globally as a result of consumer demand, fuelled by fiscal policy, pushing into supply constraints due to COVID-19 and geopolitical upheaval. US inflation is running at 40-year highs and other advanced economies are at or near similar extremes.
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Innovation insights: Forest fires and innovation - the case for long-term thinking
In their latest Innovation insights, Franklin Equity Group examines how in taking a long-term perspective, one starts to understand how a downturn can be healthy for the ecosystem.
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Euro Parity: Threshold or Boundary?
The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.
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Social issues rise up voting season agenda
This year’s voting season saw a rise in shareholder resolutions on social issues in North America and Europe, along with the mainstreaming of management-proposed say-on-climate votes. Amy Wilson and Laura Jernegan examine some of the key meetings and shareholder proposals.
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The spoils of the pandemic: in this together?
Covid-19 laid bare the social inequalities at the core of our economies. Through stewardship and engagement, investors can be the quiet force behind the solution, writes Diana Glassman, EOS engager.
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Industry trends: Brown to green – sustainable aviation fuels
Multiple disruptions are shaping the infrastructure sector, including the global net zero focus, funding shifts driven in part by government stimulus packages and digital transformation. In our Infrastructure Outlook report, we highlight some of the areas that we believe investors will hear a lot about.
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Money to burn?
Reducing methane emissions this decade is probably the single most important action the world can take to reduce the rate of global heating. Diana Glassman explains how we are engaging with oil and gas producers and pipeline operators to tackle the problem.
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The wages of fear
With new US regulations and EU due diligence rules coming down the track, companies will need to work harder at identifying human rights risks in their supply chains. How do we engage with companies on this challenging issue?
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The modern meal deal: a constant craving
In the sixth article in our Insights series on the social and environmental impacts of the global food system, Zoe de Spoelberch examines the supersized problem with ultra-processed and pre-packaged food.
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ESG Materiality, Q3 2022
Tough new US and EU regulations, and pressures related to the cost of living and the Covid-19 pandemic, are forcing companies to scrutinise their supply chains. In the latest ESG Materiality newsletter, we look at the implications for emerging markets.
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Pursuing alpha: Why invest in EMD?
Competitive spreads, comparable default rates and low correlations versus developed markets are just three advantages of this growing asset class, argue managers of the Federated Hermes Emerging Markets Debt strategy.
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Global Equity ESG Fund, H1 Report 2022
For long-term investors, the story is essentially unchanged, in fact, falling markets offer more attractive valuations on high-quality companies with a competitive edge.
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Goodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
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Case study: Akbank
In this latest case study, the Emerging Market Debt team explains how engagement with Turkish lender Akbank is encouraging improvements in governance, sustainable lending and carbon footprint accountability.
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Equitorial: What price risk?
Not all risk models are built alike. Here, the Global Equities team provide an overview of their proprietary MultiFRAME risk model. During periods of market stress, they argue, it can cut through the noise to provide a true picture of underlying exposures.
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The biodiversity domino effect
Submerged cities and mass extinctions may feel 100 years away from anything we’ll ever have to witness in our lifetimes but for large swathes of nature and many communities, the emergency has already begun. Sonya Likhtman, EOS engager, outlines how and why investors can be a powerful voice for halting and reversing biodiversity loss.
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A turning tide? Why contrarians are turning to China
This year could turn out to be the Year of the Tiger for Chinese equities after all, argues Federated Hermes fund manager Jonathan Pines.
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AMN Healthcare: Engagement commentary
As the leading healthcare staffing company in the US, AMN has the ability to lead the healthcare industry on the issue of gender pay.