Latest Manager Research – Page 226
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White papersThink Quantum with Cybersecurity
Our Chief Market Strategist Stephen Dover explores how quantum computers will soon unlock and slice through infrastructure and financial systems’ public key cryptography.
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White papersFinancial and Infrastructure Cybersecurity
Our Chief Market Strategist Stephen Dover shares his thoughts that we are now entering a new era of the internet with accelerated computing power and innovations that threaten all current cybersecurity.
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White papers5 investment lessons from the pandemic era
As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.
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White papersInvestors should confront the dark side of tech
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
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White papersClimate technologies: In search of wild solutions
No single technology is enough to tackle the climate crisis, a global and systemic issue that requires joined-up thinking. We flag different pathways to address warming gases in the atmosphere – five nature-based and five technical – and ask what steps are needed next.
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White papersThe Wind Remains at High Yield’s Back (For Now)
Accelerating economic growth and improving corporate financial conditions, coupled with a manageable default picture, continue to bolster high yield.
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White papersWeighing up the cost of ESG bonds
Green, social or sustainable bonds (ESG bonds for the purpose of this article) are an increasingly popular way for fixed income investors to signal that they are taking ESG seriously. But how do they compare to traditional bonds? Is there a “greenium” to investing this way and if so, how can investors avoid paying it?
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White papersUS Multifamily Investment Opportunity Post-Covid
Clarion Partners: Rental housing in the United States has consistently seen increased demand from institutional real estate investors.
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White papersSupporting climate action and board diversity
As the 2021 season of annual general shareholder meetings draws to a close, we take stock of how we voted on our holdings, in particular on issues around climate change and board diversity, our focus areas.
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White papersEM Debt: Fundamentals Back to the Forefront
The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies.
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White papersChina’s bond defaults could be a blessing in disguise
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its implicit guarantee policy and deleverage the system by allowing bad companies to exit. The daunting task is to avoid contagion. Can Beijing pull it off in an orderly fashion?
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White papersFrom farm to fork - key challenges for global food systems
In the first of a new EOS Insights series looking at the social and environmental impacts of global food systems and how companies can move to more sustainable practices, Nick Spooner sets the scene by highlighting some of the key issues and challenges.
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White papersHedge Fund Strategy Outlook Q3 2021
With society and economies in transition, investors must underwrite to a wide range of potential outcomes. Progress on vaccinations, central banks beginning a cycle of tightening policy, and earnings growth are important variables that are difficult to gauge.
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White papersYour Questions Answered by SDG Engagement Equity
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papersAhead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
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White papersHoping for Higher Taxes
There’s a long path ahead, but the new global tax framework should actually support the growth that markets seem to be calling into doubt.
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White papersOn my Mind: Something Has to Give
Dr. Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines three possible scenarios and the logical implications of each.
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White papersA Rising Private Asset Class: Core+ Real Estate Debt
Institutional portfolios have been increasing allocations to global real estate (RE) core+ debt, often via a private fund investment vehicle.
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White papersIn brands we trust: Direct-to-consumer data and the behavioural economy
The tech-driven trend toward direct-to-consumer is transforming consumer brands, their intermediaries and their marketing. Intimate relationships with customers and new shopping experiences are alluring, but companies must tread a fine line between hyper-personalisation and intrusion.
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White papersThe Anti-Social Network: Social media companies face reckoning over hate speech
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
