Latest Manager Research – Page 241
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Setting the tone globally – The EU’s sustainable activities classification
A framework identifying which business activities are sustainable, and by extension worth promoting and investing in, provides clarity to industry, policymakers and investors.
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Bond investors beware – US rates may rise sooner than thought
US bond markets have begun pricing in higher interest rates, specifically two 25 basis point (bp) increases in the benchmark fed funds rate by 2023.
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A Crack in China’s debt foundation
Bonds issued by China’s biggest distressed debt asset manager just lost 40% of their value—how concerned should we be?
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A good investment of energy
Green hydrogen is hailed as an alternative to fossil fuels. A project starting in a small German village could be a vital proof point on the path to a hydrogen-based economy.
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Transitioning to Net-Zero Investing
Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?
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Value investing: Is this the biggest opportunity since the tech bubble?
Value stocks have been underperforming ‘glamour stocks’ for a while, rendering valuations as cheap as they were in the tech bubble of 2000, while ‘glamour stocks’ are as expensive as back then.
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Time to Start Thinking About Thinking
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
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Quick Thoughts: Why Our Managers Disagree On Inflation, Rates, and Growth
Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.
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Values to value-based investing: The evolution of sustainability
Hear from Franklin Templeton Investment Solutions on implementing alternative insights into the investment process and exploring the impacts of sustainable investing on pricing future opportunities.
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To improve diversity, asset managers should rip up the rule book on recruitment
For too long, the investment industry has relied on staid recruitment methods that maintain the status quo. By doing things differently, we can improve diversity and future-proof our businesses, says Apiramy Jeyarajah.
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Home bias: The rise and rise of economic nationalism
The new US president is prepared to carry the torch for a shrinking band of globalists, but the growing trend of economic nationalism will prove hard to reverse.
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Impact Investing: Shifting gears
The global macro environment has shifted. Societal challenges are now on the agenda of the world’s political leaders. The United States’ return to the Paris Agreement on climate change comes with federal spending to address longstanding social and economic challenges in a way not seen in a half-century.
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Invest in the world you want to live in
Climate change investing is about identifying companies that improve our lives, minimise our footprint, and perform well financially.
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Back to the future: The predicative power of science-based targets
Astute use of evidence from the past and present to make informed predictions about future performance has always been the key to investment success.
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AB 2020 Global Stewardship Report
We’re committed to responsibility and stewardship, both as a firm and as investors. 2020 was a very challenging year: COVID-19 caused vast suffering, disrupted the global economy and financial markets, and was particularly devastating for people from underserved or marginalized communities.
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Europe Rolls Up Its Sleeve
The situation in Europe is looking brighter following a pick up in vaccinations and the European Recovery Fund receiving the “all clear.” Elsewhere, a recovery in domestic demand is taking shape in China and in the U.S. the housing market is back on track.
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* BNP Paribas’ commitment to the blue economy is strong and concrete *
Julie Miller, ocean project leader at BNP Paribas’s Corporate and Social Responsibility Department, underscores the high stakes involved in protecting the ocean.
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On My Mind: A tale of Two Recoveries
Dr. Sonal Desai evaluates global differences in policy decisions, on the fiscal front and in vaccination campaigns and how these will shape the map of investment opportunities.
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Equity-like returns with bond-like volatility, investing in 75+ emerging economies
It’s now two years since the launch of the Aperture New World Opportunities Fund. The fund was designed to deliver equity-like returns with bond-like volatility. Since inception, that’s exactly what it’s done.
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Data Centres: Evolving with Innovation
The speed of technological innovation might be best demonstrated by considering the incredible increase in data used in our everyday lives.