Latest Manager Research – Page 254
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White papersGlobal Investment Views - March 2021
If the start of 2021 led markets to question the no inflation forever mantra, the debate has been hotting up in February, with the US 10Y inflation breakeven reaching its highest level since 2014, pricing in higher inflation expectations. We are also seeing pricing pressure on the food and energy side.
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White papersMusic royalties: Why active song management is key to hitting the high notes
Music copyright royalties are steadily gaining recognition as an investable market with long-term growth prospects underpinned by structural growth drivers, such as online music streaming. What’s more, this innovative asset class could offer investors access to more resilient income streams – people tend to tune in to listen to the latest hits and old favourites regardless of the macroeconomic backdrop
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White papersEmerging Market Debt Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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White papersWiredScore: Tenants expect quality connectivity
In today’s digital business world, nothing is ever fast enough. From running e-commerce platforms and delivering online services, communicating with clients and colleagues, to using cloud apps to manage operations, the internet underpins most core business functions.
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White papersRedesigning tactical asset allocation
Multi-asset teams in the asset management industry already have to contend with implementing investment strategy across numerous portfolios whose opportunity sets may vary considerably.
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White papersData Centres: The Growing Importance of ESG
Environmental, social, and governance (ESG) considerations have grown increasingly important in real estate investing.
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White papersCovid-19 Disrupts Municipalities
Why have tax revenues rallied unexpectedly for California? Will taxing millionaires accelerate outmigration from New York?
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White papersCan palm oil ever be considered sustainable?
With monocropping one of the main causes of deforestation, palm oil production needs to change. Rather than staging a boycott, responsible investors should engage with companies across the supply chain to encourage the adoption of globally recognised certification standards.
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White papersTracking ECB’s Communication: Perspectives And Implications For Financial Markets
This article assesses the communication of the European Central Bank (ECB) using Natural Language Processing (NLP) techniques. We show the evolution of discourse over time and capture the main themes of interest for the central bank that go beyond its traditional mandate of maintaining price stability, enlightening main concerns and themes of discussion among board members.
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White papersDisruptive Commerce: Upending Ecosystems and Unlocking Innovation
Franklin Equity Group’s Matt Moberg and his team explore the ‘Cambrian-like’ explosion of new businesses and business models—and investment opportunities— in the e-commerce “ecosystem”.
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White papersAvoiding undue equity risk: Preparing for what is ahead in markets
Just one year removed from the start of the pandemic and subsequent economic crisis, investors are again attempting to make sense of market highs. With little place else to turn for potential returns, institutional investors continue to add to equity exposure.
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White papersMario Draghi: Deus Ex Machina or Knight of the Apocalypse?
The Future of Italy and Implications for Europe.
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White papersWho Will Balance the Budgets?
It’s not today’s problem, but it’s a question investors will start asking more often as the Republican Party confronts its identity crisis.
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White papersLeading the way in climate-related engagement: Federated Hermes achieves A+ score in InfluenceMap study
Federated Hermes ranks among the top five firms in a study focusing on the climate-related engagement efforts of the world’s 30 largest asset management groups
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White papersEquity risk overlays: Departing from tradition, embracing innovation
The three major market shocks of the last 20 years – the late nineties’ tech bubble, the Global Financial Crisis (GFC) and the coronavirus pandemic – have each influenced equity markets differently and required different risk management approaches.
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White papersDemographic shifts to fuel alternative housing demand
Certain key demographic shifts occurring in the United States over the next decade will have profound implications for “alternative” housing sectors, including single-family rentals and self-storage.
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White papersDistressed Debt: The Opportunities Surfacing in COVID’s Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
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White papersCan Draghi’s Europe Catch up With Biden’s America?
A rise in U.S. retail sales showed that fiscal stimulus is working and keeping shoppers in the driver’s seat. In Europe, smaller fiscal support and tighter restrictions have weighed on consumer spending but investment and export growth point to a stronger second half of 2021.
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White papersThe investment industry should get ready for the rise of the millennials
The millennial generation is set to inherit trillions over the coming decade. Asset managers and advisers must engage with these younger investors to understand their requirements, says Apiramy Jeyarajah.
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White papersDeveloping capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
