Latest Manager Research – Page 243
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Asset Allocation Committee Outlook - 2Q 2021
Listen to Erik Knutzen and Ashok Bhatia discuss some of the key themes from this quarter’s outlook.
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Investing Around the Next Round of Russia Sanctions
Markets have learned to brace for each new set of measures, but now it’s more important to watch for any evolution in the bilateral relationship.
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Behind China’s disinflation
Inflation in China has bumped along in a narrow range for the last decade. What has happened and what is the outlook?
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Concentrate! How to benefit from specialisation and diversification in real estate
Too much emphasis on geographic and sector diversification within real estate portfolios can hinder alpha generation. More focus on lease length, asset quality and other factors is a preferred means of reducing specific risks whilst allowing specialisation, argues Tim Perry.
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Joana Setzer Q&A: On the climate litigation front line
Joana Setzer from the Grantham Research Institute on Climate Change at LSE discusses the implications on governments and companies of the growing wave of climate litigation.
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Law and climate disorder: Understanding physical, transition and litigation risk
Major listed companies are finding themselves the target of legal action designed to make them move faster towards a lower carbon world. These cases could mark an inflection point; when the conversation turns toward specific responsibilities to move away from fossil fuels rather than broad commitments to change.
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EOS publishes white paper Fixing Fast Fashion
The fast fashion industry has thrived by constantly refreshing product lines and leveraging rapid response supply chains to meet consumer demand for the latest trends. But the low cost of many of these products encourages consumers to wear items only a handful of times before throwing them away.
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Net Zero: From Policy To Action - Martin Currie a Franklin Templeton specialist investment manager
Martin Currie’s ESG specialists identify the key challenges ahead in the journey to net zero.
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From Diversification to ESG: The Evolving Opportunity in ABS
Asset-backed securities can offer a number of benefits as part of a broader fixed income mandate—particularly given the strong structural protections, diversification benefits and advancements in ESG.
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Emerging Market Debt Opportunities Monthly Review- April 2021
Perspective from Franklin Emerging Market Debt Opportunities team.
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KGAL places ESG residential real estate fund
First closing achieved in record time with equity commitments of 370 million euros
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Taking a long-term view
Our private ownership and strong balance sheet afford us the ability to maintain a long-term focus
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Co-Living - A Winning Hybrid Model
Serviced apartments are ticking all the boxes for a growing number of city dwellers, but they are also charming investors as a resilient alternative asset class.
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The Evolution Of U.S. Corporate Profits: Dissecting 70 Years’ Of Performance
U.S. corporate profits have generally weathered the pandemic with resiliency. A key question for investors of all stripes—from equity to fixed income and beyond—is how corporate profits might proceed from here.
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Covid-19 Update: Is one in a million too high?
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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Never waste a crisis: Lessons learned from COVID-19 for sustainable investment strategies
Panel discussion takeaways from “Sustainable Investment Strategies Post-COVID”
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Bridging the ESG Gap in China
As more international investors seek opportunities in China, it has raised awareness and interest in ESG. Our Michael Lai looks into the ESG challenges local businesses face.
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Strategies for Navigating an Unrecognisable Bond Market
As the saying goes, there’s no rest for the weary, and many bond investors understand that feeling right now.
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Temperature scores: an innovative tool for ESG fundamental investors
2021 will be a pivotal year to curb climate change. Although global CO2 emissions dropped 7% in 2020 due to the effects of Covid-19-related lockdowns, stronger action will be needed at the upcoming Conference of the Parties (COP) 26 to keep temperature increases below 2°C and towards 1.5°C.1
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Roaring or groaning ’20s for real estate?
A global pandemic kicked off the 2020s: A decade still feeling the effects of the 2007-2008 Global Financial Crisis and preceded by years of deep social, environmental and technological change in which inequality increased, extreme political views became more prevalent, climate action took centre stage for the first time and digital technology became ubiquitous.