Latest Manager Research – Page 193
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White papersThe Value of Knowing What You Own
ClearBridge Investments: ESG investors will begin to know the companies they want to invest in that will help support long-term returns, and have a tangible impact on urgent sustainability matters.
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White papersInvestment Climate II/2021: Transformation in the property markets
Sustainable transformation of their real estate holdings is right at the top of the agenda for institutional property investors in Europe.
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White papersChina: The Great Disconnect
Chinese equities offer many unique attributes, particularly given the improving access to the onshore market, which offers investors direct exposure to China’s economy as it repositions itself for long-term sustainable growth.
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White papersJeromicron: Markets Face a One-Two Punch
Preliminary Markit PMIs in the U.S. show Omicron weighed on consumer demand, labor supply, and supply chain disruptions in January. The composite PMI fell from 57 to 50.8—its lowest level in 18 months; declines were seen in services and manufacturing.
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White papersChoice Overload participation and asset Allocation in French savings Plans
This paper employs administrative data from one of the largest plan providers in France to investigate the role of plan and default characteristics in affecting whether employees participate in the plan and whether they accept its default investment option.
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White papersGlobal Investment Views - February 2022
January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities. The reassessment of the inflation premium in the wake of demanding valuations has driven a strong repricing of risk premia.
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White papersEquity Market Correction Opens Door for Quality Recovery
It’s been a challenging start to the year for equity investors, with markets dragged down by a sell-off starting in expensive technology stocks, particularly in the US. While the correction is unsettling, we think it may open the door for a healthier recovery in which companies with high-quality, sustainable businesses can stand out.
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White papers*Outlook highlights: China seeks stable growth; other EMs face bumps*
In our new paper EM, Asia, China 2022 market outlook: Building back stability, Zhikai Chen, head of Asia/Global Emerging Market Equities, and David Choa, head of Greater China Equities, examine the critical factors influencing the likely path of EM equities this year.
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White papersReal estate market Outlook 2022-2024
With the economic recovery that started in 2021, society seems to be emerging from the Covid-19 crisis in relatively good shape. At the same time, the crisis has triggered a number of structural changes in the real estate market.
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White papersEmbodied carbon: Why a building’s lifespan matters
As the real estate industry begins to drill down on planning for net zero, awareness is growing around the need to consider buildings’ carbon impact throughout their lifespan, since a net zero energy building does not necessarily equate to zero environmental impact. Could this incentivise investors to commit capex to the renovation of older office space?
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White papersNatural Resources: Bridging the Gap to a Cleaner Future
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.
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White papersWhere Are U.S. Rates Going?
It is widely believed that the mainstream FOMC members, which includes Fed Chair Jerome Powell, belong in the dove camp. With global PMIs peaking, a tightening of monetary and fiscal policy are headwinds for the strong recovery.
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White papersThe wheels of a Circular Economy go round and round
The awareness of the finiteness of our natural resources as well as the fight against climate change make us look for an alternative development model. The Circular Economy could be part of the solution and has become increasingly successful in recent years : the concept has spread from a small circle of insiders to a growing number of companies and citizens.
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White papersPowering up: How the drive to meet net zero targets will scale up electricity demand
Decarbonising energy is leading to a raft of infrastructure challenges for the electric grid. So, what will this mean for investors?
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White papersA regional shelter from a potential global inflation storm?
Franklin Templeton Fixed Income’s Mohieddine Kronfol is cautiously optimistic the GCC region will continue to trend toward constancy.
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White papersEmerging markets – Short-term pain ahead of an upturn
While 2021 was not a good year for emerging asset markets (EM), 2022 may hold positive developments that could turn the region’s markets around. Our investment view is generally constructive on EM this year, although we are cautious in the near term.
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White papersHines Perspectives: Life Sciences - The Potential of Purpose-Built Properties
The COVID-19 pandemic put extraordinary pressure on life science companies as they raced through new trials and created vaccines to protect the public. The increasing demand for innovation and “near-instant” results also put pressure on the very properties where those scientists work. Life science offices, labs and facilities around the world needed to serve increased production demands and a broader purpose: global public health on a massive scale.
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White papersGuided by the science - Indoor environments for a pandemic-resilient future
More than 18 months into the COVID-19 pandemic, the hope that we will eradicate the virus has faded. According to the scientific community, it is more likely that COVID-19 will become endemic, meaning we will learn to co-exist with this virus as we do with other respiratory viruses. This means living with a heightened sense of awareness.
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White papers2022 Global Outlook - Targeting Winning Locations
Where one invests in commercial real estate is as important as what property type those investments are in and at what moment in the cycle those investments occur. Indeed, “location, location, location” is one of the oldest mantras in the industry. This is particularly true over long-term investment horizons that may span multiple cycles.
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White papers*Environmental thematic investing set for strong growth in 2022*
While 2020 was one of the best years for pure environmental thematic investing, with the segment up by more than 100%, it saw a significant – and healthy – consolidation in 2021. It underperformed the MSCI ACWI index despite company fundamentals improving notably and regulatory and policy support bolstering ...
