Latest Manager Research – Page 8
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Emerging Market Green Bonds - Report 2023
Sustainable finance, the capital market used by borrowers to fund projects and initiatives with sound environmental and social credentials, is booming in developing economies.
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Biden vs Trump: Which Sectors Could Benefit?
With their opposing views, it could be either ‘more of the same’ or a sea change at the sector level, whereas we’d expect the central bank impact to be less radical.
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UK Real estate – Overview Q1 2024
Total returns for the UK commercial property market turned positive in Q1 2024 with the MSCI UK monthly index recording a return of 0.6% (0.3% on a 12-month basis to March). Retail was the best-performing sector with a total return in the three months to March of 1.5%. Offices continued to struggle and were the only sector to register negative total returns in the first quarter, coming in at -1.4%.
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Unlocking potential: How the corporate credit maturity wall may boost convertible securities
Franklin Templeton Fixed Income examines the maturity wall for corporate issuers across the convertible and other credit markets, considers the costs of issuing debt and weighs the benefits of utilizing the convertible market for refinancing needs.
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Fixed income: What’s the issue with the new issue premium?
Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by companies turned negative in the first quarter of 2024. This comes as investors seek to lock in higher yields before potential central bank interest rate cuts and demonstrates the weight of capital seeking to enter the market.
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AGRITECH: Growing market players = collaboration, not competition
Tackling the world’s broken food systems is an enormous challenge – more quality players in the agritech space are helping to drive change, fuel knowledge sharing and reduce transaction risk.
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Driving impact: Why the US represents a hive of opportunity for sustainable investors
From renewable energy and water treatment to precision agriculture and artificial intelligence (AI), the US is home to many of the world’s most innovative companies leading the battle against climate change and biodiversity loss.
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US exceptionalism: Can the world’s largest economy keep delivering for investors?
On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
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Water in crisis – searching for solutions
The world is facing a water crisis. Around the globe we either have too little (drought), too much (flooding) or too toxic water.
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3 years of TargetNetZero investment-grade credit
Credit convictions combined with climate alignment typifies our TargetNetZero investment grade (TNZ IG) credit strategies, which recently marked three years since their inception. Here we take a closer look at their origin, evolution and the outlook for fixed-income investment in alignment with the Paris Agreement.
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Zambia: A Resource-Rich Copper Giant Awakens
Boasting Africa’s second-largest reserves of copper, Zambia has a unique opportunity to leverage its natural resource endowment and make real progress on the road to development. Despite some near-term challenges, we believe this landlocked nation in Southern Africa is on the rise, tackling debt, investing in its future, and capitalizing on its abundant resources.
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US consumer price pressures are subsiding
“Declining US inflation is positive for US bonds, and investors should also keep a global approach to potentially benefit from attractive yields elsewhere, including in emerging markets.”
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The Modernization of Bond Market Trading and its Implications
The evolution of electronic trading has catapulted the bond market into the modern era. Learn more about “The Modernization of Bond Market Trading and its Implications”.
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Driving Sustainable Outcomes: Infrastructure Debt and the Sustainable Development Goals
Infrastructure investment is vital for enhancing quality of life, driving economic development and promoting social equity. It fundamentally shapes how we live, how economies function and the inclusivity and resilience of our communities and environment. To meet global infrastructure needs, including the UN Sustainable Development Goals, an estimated $97 trillion in investment is needed by 2040.
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The case for resilient high yield private credit
With inflation lingering and rates moving at a much slower pace than expected, infrastructure debt, particularly in the higher-quality sub-investment grade space, offers attractive returns and resilience for investors seeking a safe haven in a changeable market, explain Infranity experts.
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Will the US presidential election endanger an investment boom?
The onset of the pandemic saw the US endure a period of remarkable economic turbulence but it has since transitioned to a phase of unexpectedly strong growth. One factor underpinning this trend has been the somewhat unusual, acyclical nature of investment spending. Far from exacerbating broader swings in the economy and falling sharply in the wake of higher interest rates – the traditional response – investment spending has remained solid.
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APAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
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Unlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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Cyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
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Aligning with global sustainability standards benefits investors
Reporting on climate risk has come a long way in recent years. Now, with the convergence of major standards, the promise of a global baseline for sustainability reporting is closer than ever.