Latest Manager Research – Page 275
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White papersMacroeconomic picture - November 2020
The US economy rebounded in Q3, exceeding our expectations and leading to a further upside revision of our 2020 GDP forecasts. However, given the signs of a progressive deceleration in several economic and behavioural indicators, influenced by the new rise in Covid-19 cases, we are more cautious about the speed at which the economy will enter 2021.
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White papersSmall But Mighty: Emerging Market Trends On The Cutting Edge of Change
In this issue of Trends Reinforced, the Emerging Markets Equity team reviews some truly innovative developments in emerging markets small-cap companies.
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White papersThe road less travelled: 360°, Q4 2020
What is our current view of fixed-income markets? And where do we see the best relative value? In our latest edition of 360°, Andrew ‘Jacko’ Jackson, Head of Fixed Income, and his team of specialist investors considers the areas that have the potential to deliver superior risk-adjusted returns.
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White papersBrexit Means Brexit: But What Could that Mean for Portfolios?
As of the 31st of January of this year, Brexit went into effect per the vote cast on the 23rd of June back in 2016. With the added element of the COVID-19 pandemic and its associated economic implications, how should global investors be thinking in our view as we approach 2021?
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White papersVideo: Why investors are turning to private assets amid uncertainty
In this video Georg Wunderlin and Johanna Kyrklund discuss the key challenges and benefits of using private assets, as identified by Schroders’ Institutional Investor Study.
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White papersMarket Perspectives A (temporary) Covid ‘leg down’
The rise in new Covid-19 cases and renewed lockdowns across Europe are casting long shadows over the economic recovery and markets.
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White papersFood – From an environmental burden to a lighter hoofprint
Food production and agriculture have a significant impact on the environment and climate change. Addressing the issues, which range from deforestation to unhealthy working conditions, is urgent and can be disruptive, but the remedies offer opportunities for investors.
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White papersThe struggle for renewables in Japan
With most nuclear power still offline in Japan in the wake of the Fukushima disaster, the country is unlikely to meet its target to reduce its greenhouse gas emissions unless it ramps up its renewable energy capacity. Engager Haonan Wu examines the challenge.
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White papersSpotlight on climate action – actively investing in the low-carbon transition
Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments, explains how investors can target an intentional and material impact by investing in listed equities. By supporting companies that are taking steps towards combatting climate change, and keeping up the pressure using ownership and stewardship, active fund managers can play a part in the solution.
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White papersCorporate ESG News and the Stock Market
ESG investing’s popularity has continually increased in the past five years. ESG data is increasingly integrated into investment processes. However, the information contained in ESG-related news for corporates has not been entirely exploited by institutional and long-only investors.
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White papersThe Priority Pyramid
Tuesday’s election matters—but it is the top of a pyramid whose base is, in our view, supportive of fixed income and credit whatever the outcome.
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White papersSuccessful impact investing in real estate
From climate change and geopolitical tensions to rising inequality and a global pandemic, society faces many challenges and investors are seeking to be part of the solution.
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White papersGCC/MENA Bond Market Update
October saw general weakness in global equities, led by a decline in developed markets, while emerging market equities advanced. Bond markets also posted mixed performance. A rise in US rates—even though a further fiscal stimulus deal could not be agreed—was an important theme. Markets also paid close attention to campaigning and poll data in the run-up to the US presidential election.
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White papersBaidu case study
Baidu has put in place a robust corporate structure and measures to protect the privacy of users’ data. EOS continues to engage with the company on investor expectations around AI ethics and content governance.
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White papersFixed Income: Better Information Key to a Vaccine “V-Day”
The latest pulse of our Franklin Templeton-Gallup Economics of Recovery study reveals that better public information will be key for a vaccine to deliver a “V-Day” for the pandemic and the recovery. Dr. Sonal Desai breaks down the latest results.
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White papersAn Update On Our ESG Scores
Can the impact of COVID-19 be lessened by weak health and economic measures? Templeton Global Macro Views highlights six country case studies.
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White papersFixed Income Investment Outlook - Q4 2020
With a sharp market recovery since early in the pandemic, spreads on many fixed income securities have narrowed to close to pre-crisis lows. Economies are generally regaining strength, but their trajectory could be heavily influenced by the coronavirus, the potential for vaccines and political uncertainty.
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White papersDegrees of Risk
Recognition as a PRI Leader on climate reporting will help us raise awareness of the importance of “Climate Value-at-Risk.”
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White papersThe Four U.S. Election Scenarios with Erik Knutzen
As we approach the 2020 U.S. election and its upcoming result, Erik Knutzen, CIO—Multi-Asset Class, dives into the possible scenarios and discusses the economic implications of what could happen with each hypothetical outcome.
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White papersAsset Class Return Forecasts - Q4 2020
As noted in our previous reports the much-awaited global recovery from the onset of Covid-19 is facing significant headwinds. As the fallout from the crisis becomes clearer in scope and view, ensuing challenges remain daunting. The interplay between the factors will continue to evolve having an effect in the short and medium-term, the monitoring of these relationships will remain at the forefront of future communications.
