Latest Manager Research – Page 281
-
White papersDeep decarbonization – Green hydrogen, net zero and the future of the EU ETS
Green hydrogen is set to be a key pillar of the EU’s sustainable development and emissions reduction plans. This has major implications for how carbon emissions are removed from the EU economy over the next 30 years and for how carbon pricing is used as a tool to achieve zero emissions, according to new research from BNP Paribas Asset Management.
-
White papersHow to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
-
White papersAdvantage Biden after the first Presidential Debate
President Donald Trump and Former Vice-President Joe Biden met yesterday in their first Presidential debate in Cleveland, Ohio. This was an important milestone in the 2020 Presidential election, and the early indications on the morning after the debate are that it has changed the trajectory of the race in Biden’s favor. For Trump, it was one of his few opportunities to change the narrative of this election and define Biden.
-
White papersOutlook and Implications for the Upcoming US Election
What potential election outcomes could mean for the US equity market.
-
White papersFixed Income: A Strong Recovery, Many Challenges Ahead
While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over, says Dr. Sonal Desai.
-
White papersFixed Income: Moving From Mostly Empty To Half Full
Fixed Income Views explores macro and sector outlooks as the debate on when and how we should return to normal economic activity continues.
-
White papersNo Debating the Economic Recovery
U.S. personal income fell in August as the extra unemployment benefits ended while consumer spending rose. Eyes are on the China Services PMI, which will be released next week, and chances of a new fiscal stimulus package ahead of the election are still alive, for now.
-
White papersGlobal Investment Views - October 2020
Back from holidays, investors are dealing with rising volatility in the equity markets and initial signs of a fall in the extreme market complacency over the last few months. After the summer overshoot, Big Tech stocks have seen a pullback and some tensions have also materialized in the US HY segment, while IG markets remained more or less flat in the last month.
-
White papersAEW Research Flash Report - September 2020
COVID-19 related capital value declines combined with more conservative lending will lead to refinancing problems in the coming years, despite moderate pre COVID-19 loan-to-value (LTV) levels compared to the global financial crisis (GFC).
-
White papersDon’t feed the troll
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
-
White papersScenarios Around the “Not Quite Recovery”
We’ve come a long way since March, but there’s still a long road ahead. So far, the recovery is encouraging but the permanent damage to employment remains to be seen, as does the resilience of company balance sheets.
-
White papersDisruptive technology – The drivers and the challenges
Disruptive technological change will continue to proceed along multiple dimensions, through innovations in products and processes as companies harness innovations from research and development in both the commercial and academic spheres, although the two are increasingly intertwined.
-
White papersEurovision: why the region’s banks seek dance partners
Economic, regulatory and technological forces are setting a drumbeat for mergers between European financial institutions – and, as Fiorino discovers, many banks are finding a mutually beneficial tempo.
-
White papersAI changes the real estate game
The real estate mantra “location, location, location” is fast evolving into “data, data, data!” But data only adds real value if market players know how to analyse it. Marcelo Cajias, Head of Data Intelligence at PATRIZIA, discusses how digitalisation and AI are disrupting the real estate industry.
-
White papersThe low volatility anomaly in equity sectors – 10 years later!
A decade ago, BNP Paribas Asset Management launched the global low volatility equity strategy after undertaking proprietary research into the characteristics of low risk stocks.
-
White papersProperty Appreciation, Inflation and What to Expect
In a speech at the Jackson Hole summit on August 27th, Federal Reserve Chairman Powell announced new and significant changes to U.S. monetary policy, specifically with respect to the Fed’s dual mandates of full employment and price stability.
-
White papersReal Estate Outlook – Switzerland
The transaction market remains buoyant as the risk premia of direct property investments persist at an elevated level.
-
White papersOn the Road to Japanification
Sentiment around monetary policy, fiscal policy and a host of other factors can swing markets, but can anything return us to sustained growth and inflation?
-
White papersResilience and opportunity in European specialty
The longest economic expansion in modern history came to an abrupt end due to the COVID-19 pandemic, causing severe disruption to real estate markets.
-
White papers2020 versus 2008: What’s changed for European infrastructure debt?
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
