Latest Manager Research – Page 206
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White papersCombining active and passive investing in Multi Asset: an institutional investor framework
Numerous factors have been driving the development of passively managed vehicles and their increasing weight in institutional investors’ portfolios. In particular, a recent PwC study showed that the weight of passive investments in global pension funds’ portfolios grew from 19% in 2017 to 25% in 20201.
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White papersFrom Mission Accomplished to Mission Impossible
Central banks will be rewarded for their crucial crisis response with more missions that threaten their effectiveness and independence.
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White papersYour Questions Answered: Sustainable Global Equity
Why Sustainable Global Equity and why now? What makes the fund unique? Is there a ‘green’ bubble? These are some of the questions our clients and prospective investors are asking about the some of Sustainable Global Equity fund.
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White papersA new dawn for Europe? Strategies for investing in European assets
The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which are progressing at a strong pace.
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White papersFinanciers should look beyond profit/loss to help save the planet
Political leaders weren’t the only ones at the COP26 climate summit in Glasgow this month. The international business of Federated Hermes hosted the 2-day Further, Faster conference to discuss how the world community should tackle the climate crisis and steer organization to a more sustainable future.
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White papersA Quality Value Approach Embracing Sustainability Can Perform in Varying Markets
ClearBridge Investments discuss their approach to sourcing high-quality stocks in the value space that offer the potential for excess returns and satisfy environmental, social and governance (ESG) objectives.
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White papersGrowth or Value? For Active Managers It Can Be Both
In this Equity Markets, five of our equity teams offer their views that the traditional growth or value distinction for stocks based on index construction could be misleading.
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White papersAllocation views: Which way next?
Our Franklin Templeton Investment Solutions team comment on how inflationary pressures continue to build as markets wrestle with the easing of the pace of growth.
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White papersThe challenge for asset managers in the climate crisis
For all the wrangling over targets and commitments at COP26 in Glasgow, one thing is clear: The transition to a net zero economy will require vast investment over the next few decades – and the asset management industry will be responsible for much of it.
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White papersGreen Sentiment, Stock Returns, and Corporate Behavior
In this paper, we propose a new method to estimate nonfundamental demand shocks for green financial assets based on the arbitrage activity of exchange-traded funds (ETFs). By estimating the monthly abnormal flows into environment-friendly ETFs, we construct a Green Sentiment Index that captures shifts in investors’ appetite for environmental responsibility that are not yet priced in the value of the underlying assets.
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White papersPlaying catch up – the challenge for Japan
Japan has been a notable laggard in two critical areas – climate change and gender equality. How are we engaging with Japanese companies and policymakers to accelerate the energy transition and support women in the workplace?
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White papersFed tapering begins: mission accomplished
The Federal Open Market Committee (FOMC) appears to have struck a neutral balance in its November 3 meeting statement and Chair Jerome Powell’s post-meeting press conference. The Fed was careful to differentiate the formal start to monthly tapering of the asset purchase programme with future adjustments to the Federal Funds Rate. The Fed maintained the transitory inflation language, but specifically pointed to inflation “factors that are expected to be transitory” rather than inflation as a whole.
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White papersTrends Reinforced: Socialism with Chinese Characteristics: Understanding China’s Policymaking
This issue of Trends Reinforced examines the strategic goals that have shaped China’s latest regulatory moves.
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White papersEM Debt: Why Passive Strategies Often Miss the Mark
When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities.
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White papersHas the Retail Sugar Hit Passed?
In the third quarter, European real estate investment broadly recovered to pre-pandemic levels. The Barings Real Estate team weighs in.
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White papersRecovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
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White papersInvestors reveal their top ESG roadblocks
As demand for ESG (environmental, social and governance) investing grows, the lack of consistent and robust data remains among the biggest challenges for institutional and wholesale investors globally.
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White papersIs China’s regulatory reform stifling ‘animal spirits’?
Some investors worry that regulatory tightening in China could strangle growth in its private sector, which is now dominated by technology companies and e-commerce platforms.
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White papersIs India the Next Internet and Digitalization Frontier?
Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.
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White papersHow can investors ensure a “just transition” in climate change fight?
A dollar invested in emerging and frontier markets can do more for the climate emergency than one invested in developed markets, but we must ensure plans are fair to all.
