Latest Manager Research – Page 249
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White papersInterest Rates are Rising, Should Real Estate be Concerned?
Capital markets are increasingly penciling in a higher interest rate scenario as reflected in a sharp steepening in the Treasury yield curve over the past 30 days. The yield on the 10-year bond has increased by 40 bps over the past 30 days.
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White papersIntroducing our new sustainability hub
Since 1983, Sustainable Wealth Creation has been our sole purpose. We aim to change investment for better, forever, for all.
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White papersThe U.S. Grabs the Global Recovery Baton…
Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
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White papersESG in Equities: Identifying Winners in the Energy Transition
Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.
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White papersPodcast: A clear green premium
Our Head of ESG, Ed Dixon, recently joined Blackstock Consulting on a PropCast episode to launch their new series of ESG insights with industry leaders.
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White papersSet to arrive - The rise of the Australian multifamily sector
Much awaited by investors and end-users, the Australian multifamily sector is poised to emerge, underpinned by compelling top-down fundamentals. The experiences of other markets offer many learning points and astute investors can navigate and succeed in this new asset class.
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White papers*What you need to know about the UN Decade on Ecosystem Restoration*
The United Nations (UN) Decade on Ecosystem Restoration (hereafter the UN decade), which will be launched on World Environment Day (June 5), aims to prevent, halt and reverse the degradation of ecosystems on every continent and in every ocean.
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White papersHow infrastructure debt can defend against The Zero
We explain why infrastructure debt is relatively resilient to a zero rate environment.
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White papersNet Zero through investments: A pilot for intermediary target setting
Decarbonization of credit portfolios could play a major part in helping investors to support the goals of the Paris Agreement on climate change.
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White papersIndustrial staying power
Warehouse facilities in the industrial sector serve multiple purposes in our modern, digital economy, spurring growing demand over the last decade. Since the onset of the global pandemic in March 2020, warehouse values have risen 6.8%, while overall property values have fallen by 2.9%.1
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White papersSpotlight on environmental challenges: targeting solutions for the planet through impact investing
Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments, explains how active investors can target innovative solutions for the planet by investing in listed equities.
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White papersIndustrial staying power
Warehouse facilities in the industrial sector serve multiple purposes in our modern, digital economy, spurring growing demand over the last decade. Since the onset of the global pandemic in March 2020, warehouse values have risen 6.8%, while overall property values have fallen by 2.9%.1
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White papersWomen Entrepreneurs And The Benefits Of Equal Access To Capital?
Jenny Johnson, Franklin Templeton CEO and Sara Araghi, Franklin Templeton Venture Partner Director, explore the gender parity gap in women-owned businesses that still exists today—and the opportunity in the investment world.
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White papersAddressing climate change: why cashflow driven investors should act now
Climate-aware investing can mitigate against an emerging and significant risk factor. This is essential for investors targeting predictability of cashflows alongside high resilience to market risks.
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White papersStewardship during a crisis: Lessons from the pandemic
With the publication of the 2020 Annual Review of engagement and voting highlights by EOS at Federated Hermes, Dr Hans-Christoph Hirt, Head of EOS, reflects on the pandemic and the stewardship lessons for companies and investors.
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White papersWhy invest in EM local currency debt?
Disappointing US dollar bond returns in EM local currency debt has led to a decline in flows into the asset class over the past decade.
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White papersWill India be the next high-growth emerging market?
After a slowdown in 2019 and a harsh lockdown in 2020, India may be poised to regain its place among the fastest-growing emerging markets.
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White papersLow-volatility investing, here for the long run
A decade ago, after undertaking comprehensive proprietary research into the characteristics of low-risk stocks, we launched our global low-volatility equity strategy.
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White papersCOVID and beyond: navigating the markets
We share the views of some of our portfolio managers and economists on navigating the equity and fixed income markets in the year ahead and beyond. They also share how the last year has influenced long-term developments in economic and market outlooks.
