Latest Manager Research – Page 278
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White papersThe science behind net zero
In the final article in our three-part series on net zero and climate change [1], Alex Bernhardt takes a closer look at the science around carbon neutrality and keeping the rise in world temperatures to 1.5C.
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White papersFixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.
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White papersInflation Hits a Fork in the Road
A great divergence is coming into view on inflation, with the U.S. set to stand apart.
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White papersOmicron vs. the Fed
The volatility of the past two weeks may have had less to do with the virus and more to do with underlying cyclical uncertainties about growth, inflation and Fed policy.
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White papersThe Importance of “Kicking the Can”
Averting a fresh Ukraine crisis that would derail the global recovery means steering clear of both economic and military lanes.
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White papersWhat does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
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White papersEuropean Residential: The Great Acceleration
The Covid-19 pandemic has reshuffled the cards in European residential markets, simultaneously triggering disruption whilst strengthening pre-crisis trends in the use of our living spaces. From working from home to urban flight, the times were ripe for a renewal of the European residential market.
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White papersLiquidity Stress Testing in Asset Management - Part 4. A Step-by-step Practical Guide
This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions.
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White papersThe Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
Acting as a responsible financial institution is a founding pillar of Amundi’s corporate strategy. This is demonstrated not only through our pledge to make ESG investing standard throughout our whole product range, but also through our commitment to ESG research in order to fully understand the responsible investment landscape.
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White papersLooking into 2022 with Federated Hermes
Global markets have seen significant volatility in 2021 driven by price inflation, expectations for interest rates, commodities shortages and covid-19 variants.
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White papersLessons from COP26: Why lasting impact of summit should be judged on COP27 commitments
Empty talk needs to be replaced with concrete agreements and targets, says Vicky Sins, climate and energy lead, World Benchmarking Alliance
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White papersIs This the Start of a Labor Force Liftoff?
Volatility amid the Omicron variant continues to dominate, including new restrictions in the U.K. that led the pound to hit new YTD lows.
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White papersIntroduction to the Neuberger Berman Ultra Short Term Euro Bond Fund
In this short video, Portfolio Manager Antonio Serpico introduces the Neuberger Berman Ultra Short Term Euro Bond Fund, an actively managed portfolio of Euro short-term bonds, with opportunistic allocations to attractive Euro bond strategies.
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White papersEuropean Real Estate Debt: Where Next? - Significant Opportunity for Nonbank Lenders to Grow Market Share
The European commercial real estate (CRE) debt market presents a significant opportunity for nonbank lenders to enter and grow market share.
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White papersThe wheels of a Circular Economy go round and round - N°1 The time of Circular Economy has come
At Amundi, we consider that the Circular Economy is a change of economic model that allows to produce sustainable consumer goods, while protecting nature - by giving it time to regenerate - and ensuring the well-being of individuals.
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White papersClosing the ESG gap in asset-backed securities
Despite its position as a public asset class with more than €400 billion of outstanding issuance in Europe, third-party ESG coverage of asset-backed securities is sparse. What opportunity does this offer asset managers who do mind the ESG gap in this asset class?
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White papersOmicron, Pi, Rho…
Omicron will not be the last variant that surfaces, especially with about half the Greek alphabet still unused. Much is still unknown about the risks, but they add another level of complexity to the outlook.
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White papersEconomic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the “top-down” and “bottom-up.”
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White papersOmicron: The Reason to Seriously Consider Getting a Third COVID-19 Vaccine Shot
Pfizer data suggests a third dose of Comirnaty (COVID-19 vaccine) appeared to increase neutralizing antibodies 25-fold against the Omicron variant, a level suggesting protective immunity against severe COVID-19.
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White papersJapan’s Coming Wave of Reform
Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.
