Latest Manager Research – Page 324
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White papersAIQ - The Climate Edition : ‘Sticking’ it to carbon
The pros and cons of taxing emissions
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White papersOutlook 2020: European commercial real estate
Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in “winning cities”.
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White papersOutlook 2020: Private equity
As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.
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White papersBeyond the CBD: Sweet Spots In the Urban Fringe & Suburbs
The COVID-19 pandemic is unexpected and still rapidly developing globally which will impact the U.S economy and commercial real estate investments. The duration, scale and severity of the outbreak are still unknown. This report represents the views of Clarion Partners as of March 2020 and does not address any impact or potential impact of the pandemic.
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White papersOutlook special – Potential impact of COVID-19 on global real estate markets
COVID-19 is a rapidly evolving scenario with varied impacts on real estate markets, depending on country, market and sector. The impact on property performance will depend heavily on the duration and spread of the virus, which is very uncertain. Occupier demand will be negatively affected, most significantly in retail, leisure and hotels, as movement is restricted and consumer confidence dented. Investment volumes to be lower as real estate market liquidity falls.
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White papersFundamentals: making sense of current market conditions in Asia ex Japan
How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus? What will the long-term impact be on stocks?
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White papersMulti-Asset Allocation Views: Uncertainty and Opportunity
With a sharp deterioration in market sentiment our Allocation Views focus on the macroeconomic backdrop affecting market fundamentals
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White papersNovel coronavirus – Status of progression
The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.
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White papersSharpe Thinking: managing coronavirus volatility
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent team ensuring that our strategies perform in the best interest of clients.
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White papersReal Estate Outlook – APAC, Edition 2020
Mixed fortunes offer up diverse opportunity sets in the next five years.
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White papersEmergency Landing to the Zero Bound
Two weeks after reducing its policy rate by 50 bps to 1.25%, the Federal Reserve met Sunday in lieu of its scheduled meeting on March 18th and cut rates by a further 100 bps, effectively returning to the zero lower bound. The central bank also announced a host of other measures aimed at supporting the financial markets, and by extension, the real economy.
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White papersNavigating Uncharted Territory
A conversation between Dr. Sonal Desai and Dr. Michael Hasenstab on macro views and navigating volatility in the shadow of Coronavirus and other shocks, along with a global investment outlook.
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White papersFixed Income: The Fed speaks loudly and carries a big stick
Reaction to the US Federal Reserve’s dramatic action. CIO Sonal Desai, Franklin Templeton Fixed Income, calls the Fed’s response “massive and well crafted.”
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White papersAIQ - The Climate Edition: Hot Water - The threat of warming oceans
As the challenges posed by climate change continue to loom large, due attention should be given to oceans, not just the solid ground under our feet and the air we breathe.
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White papersHigh Drama in High Yield
Coronavirus and the OPEC price war combine for a one-two punch to high yield markets.
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White papersDistressed Debt: Capturing Late-Cycle Value
Barings’ Stuart Mathieson and Bryan High discuss how recent macro events and credit market dynamics are impacting the outlook for distressed debt.
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White papersBerlin’s New Rent Control Policy
As affordability becomes increasingly challenging in many cities globally, many local governments are looking for strategies to regulate rent growth to control housing costs. In Europe, Berlin has caught global attention by passing legislation to freeze rents for five years.
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White papersThe credit-market breakup: it’s not V, it’s U
What should fixed-income investors read into the recent moves in markets and how should they respond in the near, medium and longer term? In an atmosphere of uncertainty, we consider how a bias towards higher-quality credit and a flexible approach to protecting against the downside can help investors weather any further turbulence.
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White papersAsia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
