Latest Manager Research – Page 237
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White papersIndustrial Delivers: Logistics Steps into the Spotlight
When COVID-19 first appeared, comparisons were made with the Global Financial Crisis (GFC). Back in 2008, the industrial and logistics sector was hit hard and left with a plethora of new but empty warehouses that had been built on the whim of retailers.
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White papersTime to rethink value versus growth
How should investors position their portfolios after more than a decade of disappointing value returns?
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White papersWebinar - Inflation: Back on the Agenda
It has been a long time since investors had to worry about rising inflation and interest rates at the global level. Over recent months, however, the prospect of a strong economic recovery from the coronavirus crisis, compounded by unprecedented fiscal stimulus and accommodative monetary policy, has sent bond market inflation expectations soaring.
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White papersBlockchain Innovates and Disrupts
Our Chief Market Strategist Stephen Dover believes blockchain has the potential to launch a new global digital Renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.
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White papersNavigating Seismic Market Shifts
Seismic shifts in the marketplace have pushed the prices of some assets to levels of fundamental attractiveness; other asset prices are the most unattractive we have ever seen. And investors could benefit from the gravitation of prices back to fundamental value.
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White papersUnlocking carbon capture and storage: An Interview with Stuart Haszeldine
The professor of carbon capture and storage at the University of Edinburgh discusses why achieving net zero needs multiple technologies and explains the thinking behind the UK’s evolving approach.
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White papersWhy active investing is an attractive approach for Japanese equities
The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies.
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White papersPlant-based food and alternative proteins look set to upend food industry
The food industry is on the brink of a decade of profound change. Unparalleled growth in plant, micro-organism, and animal-cell based alternatives has the potential to drive this change as consumer tastes evolve, meat intake is being reduced or cut altogether and demand for alternative food types rises.
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White papersRetail of the Future: Reimagined and Repurposed
As the tide of the Covid-19 pandemic starts to turn, it will reveal a retail landscape that is changing ever more rapidly.
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White papersResponsible investing at Nuveen
Unlocking investment potential while making an enduring impact on our world
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White papersCash dethroned: reallocation opportunities for insurers under Solvency II
Insurers continue to grapple with historically low cash rates and potentially high capital charges on some defensive assets under Solvency II.
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White papersUS inflation – Higher for longer?
US inflation looks set to rise significantly heading into the summer. Contrary to the view that this will be a temporary increase, a number of forces could combine to create greater structural pressure pushing prices higher for longer.
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White papersESG investing depends on deep analysis
Capital Group investment analyst Frank Beaudry goes the extra mile to research a company’s approach to environmental, social and governance (ESG) issues.
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White papersFrom fossil fuels to renewables
In this paper, François Beaudry and Natalya Zeman consider the key long-term investment implications of the transition towards sustainable energy.
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White papersMacro Perspectives: Growth, Rates and Inflation
In this Macro Perspectives, we explore macroeconomic views across our specialist investment teams. It turns out, not everybody agrees on the path forward.
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White papersCan Residential Fill the Retail Investment Gap?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality.
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White papersGlobal Emerging Markets positive impact case study: Richter Gedeon Nyrt
In this case study, we demonstrate how current holding Richter Gedeon Nyrt is creating positive impact aligned to the Sustainable Development Goals (SDGs).
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White papersValue and multi-factor equity investing – When value spreads compress
With value spreads now at levels last seen at the peak of the tech bubble in 2000 [1], we expect spreads to narrow in the coming years. That bodes well for value and multi-factor equity strategies irrespectively of their level of sophistication.
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White papersApproaching Apogee
Even as the U.S. economy rockets higher, last week’s jobs miss will start to raise questions about what is a sustainable trajectory.
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White papersCOVID, capital and climate: An interview with Ashish Dafria
Ashish Dafria, chief investment officer for Aviva, discusses the investment implications of the pandemic, climate change and the macroeconomic environment for a large insurer.
