Latest Manager Research – Page 232
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White papersA Show of Strength by Shareholders
As the 2021 proxy voting season winds to a close across the world, it looks set to mark a watershed moment for shareholder engagement.
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White papersCongratulations, Graduates! Wall Street Needs You!
And yes, you can build a purposeful life around a career in financial services, especially now that revolution is at hand.
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White papersAllocation Views: The Great Reopening Continues
With a focus on fixed income, our Franklin Templeton Investment Solutions team explore asset classes that are best positioned for growth as the global economy recovers from the pandemic.
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White papersWhat is the future for climate disclosure?
It’s only a matter of time before companies will have to report on their climate-related risks. They should get ahead by putting the processes in place to do so now, says Thibaud Clisson.
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White papersStakeholders in the Just Transition - N°2 Consumers
The objective of a “just transition” was included in the 2015 Paris Agreement on climate change. It aims to make the transition to low-carbon economies fair to all stakeholders: workers, consumers, local communities, and society at large.
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White papersShifts & Narratives #6 - Technology trends in Asset Management and Saving Industry
These are days to be optimistic if you are an Asset Manager. And this is not just because the industry has been doing well and the fundamentals remain strong going forward. The future looks bright because the same technological forces that are being so disruptive, present an equal number of opportunities for those who are prepared to embrace change.
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White papersThe inflation moment - Strategies to protect portfolios from inflation risk
As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Inflationary trends could emerge due to a combination of factors, including the cyclical recovery as countries try to get the pandemic under control and gradually lift mitigation measures
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White papersShifts & Narratives #5 - A unique crisis that opens the way to multiple regime shifts
The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unprecedented contraction of activity in 2020 and in the deepest global recession since World War II.
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White papersHealth & wellbeing at our core
Buildings which encourage occupant health & safety through a mix of structure, design and operational strategies that measurably improve physical, social and mental health indicators reinforces the demand for healthier buildings. REPM was recently Fitwel Viral Response Certified for 455 Market Street, a California based flagship asset managed by the business.
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White papersWhat is the the complexity premium and how does it work?
The return advantages of private assets have often been chalked up to just their lower liquidity. We believe this view must evolve to include understanding the “complexity premium”.
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White papersDo Surging Public Debt levels bring Higher (or lower) Bond Yields?
The narrative that rising public debt levels bring higher interest rates, as well as risks of economic and financial disruptions, is a foundation of classical economics.
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White papersViews from the credit desk: Bullish and Bearish Cases
2021 has seen a wide dispersion in asset price returns, driven by a more inflationary environment. Commodities, stocks and high-yield are up, but investment-grade and government bonds are down.
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White papersInsurers’ portfolios: re-load the income engine, go beyond the traditional investment universe
US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields have followed this movement in a limited way, as Eurozone economies have been hit hard by the Covid-19 crisis. The pandemic has increased economic fragmentation across European countries, putting pressure on the ECB to pursue its highly accommodative policy.
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White papersStewardship in Asia, a source and a victim of climate change
Asia is a major contributor to climate change and at the same time quite exposed to its phenomena such as droughts and floods.
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White papersQuick Thoughts: A Very Hot Housing Market Globally
Our Chief Market Strategist, Stephen Dover, discusses how the pandemic may have globally fueled inflation in housing and the supply chains that build them.
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White papersInequality: what is at stake (2/4)* - Pro-Piketty and Anti-Piketty: A review of the literature in 20 topics
No one is disputing that Piketty’s books are ground-breaking, that his research and his team’s research are fundamental, or that their databases and reports are invaluable. Moreover, this research puts economics back in history, which is highly commendable.
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White papersInequality: what is at stake (1/4)* - Globalisation, growth, financial liberalisation and inequality
With the misdeeds of globalisation, the rise in inequalities and the resulting perception of injustice have been subjects that have fuelled many debates for a little over ten years. The theme of inequalities has even come to the centre of many political programs.
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White papersRobo-Advising for Small Investors: Evidence from Employee Savings Plans
We study the introduction of robo-advising on a large representative sample of Employees Saving Plans. The robo-advisor proposes a portfolio allocation and alerts investors if their allocation gets too far from the target, while investors remain free to follow or ignore the advices.
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White papersWhen the Chips Are Down
The global semiconductor shortage is often characterized as a short-term supply-and-demand imbalance, but we think it reveals a vast and secular need for investment capital.
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White papersResiliency and diversification from uncorrelated market exposure
Diversification creates resilience — a much-needed portfolio characteristic amid market volatility and the uncertain outlook for inflation and interest rates as economies hopefully emerge from the pandemic.
