Latest Manager Research – Page 344
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White papersJapanese employment: engaging for greater equality
Japan is renowned for its strong dedication to work and the country has one of the lowest unemployment rates in the world. Yet working hours are lengthy, there are two classes of employees and women are an underutilised force in the workplace.
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White papersIt’s Not the Beginning of the End; It’s the End of the Beginning
As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
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White papersTop 10 with… Interview with Jim McCandless on Farmland
As a top performing asset class for about a century, farmland has proven time again to have upside growth potential and to be resilient throughout various economic scenarios. It is an essential global asset class tied to food production and more investors are looking to add farmlands into their investment portfolios.
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White papersECB QE Monitor – September 2020
The ECB’s balance sheet is now equivalent to 54% of euro area GDP compared to 39% at the start of the year.
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White papersSustainability – We are Future Makers
Our Global Sustainability Strategy, published in 2019, set out our ambitions, a three-year road map, and the five-pillar approach to define and implement sustainable investment. Now, our latest sustainability report highlights our recent achievements, underscoring the importance of putting sustainable investment at the core of BNP Paribas Asset Management’s strategy as well as the company’s role as a ‘Future Maker’ leading change.
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White papersCentral Banks Talking the Talk after Walking the Walk
Look for messaging, more than actions, at global central bank meetings. U.S. retail sales are expected to hold up in August despite the expiration of unemployment benefits, and the Brexit Isles are upon us as talks heat up.
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White papersArtificial Intelligence: Turbo-Charging The New Digital World
Building the foundations of Artificial Intelligence systems is a key driver of economic growth today. Specifically, combining Big Data and Machine Learning has the power to transform business models and whole industries.
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White papersESG – Remarkable Progress, Evolving Indices and Futures Growth
The unprecedented economic turmoil caused by the COVID-19 virus has led for calls to reshape the global economy to make it fairer and more environmentally sustainable. Campaigners are challenging governments to direct their record stimulus funds towards projects and investments that benefit broader society.
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White papersLow-volatility equities under COVID-19
In the short-term, low-volatility strategies may encounter drawdowns, especially during periods of strong market rebounds and/or exceptional market conditions such as those seen since the start of the coronavirus crisis. Should investors be wary of these short-term events and are there benefits to low-volatility strategies over the long-term?
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White papersMizuho Financial Group case study
Mizuho Financial Group has faced allegations from environmental non-profit organisations on its financing of fossil fuels and agribusiness’ activities that are linked to deforestation, peatland destruction and illegal labour exploitation especially in Southeast Asia.
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White papersFibre broadband: The need for speed
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
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White papersMarket Perspectives - Covid paralysis recedes as political risk rises
After a buoyant August for risk assets, the rally is likely to flatten out. Rising new infections into the autumn, a levelling recovery pace and diverse political risks (US politics, Brexit, geopolitics) will keep a lid on risk sentiment.
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White papersA voting season like no other
Companies and investors went into the 2020 voting season reeling from the impact of the Covid-19 pandemic. With many companies opting for virtual shareholder meetings, how did investors ensure their concerns about climate change, diversity and human rights risks were addressed?
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White papersPockets of growth in a “silver” economy
For the first time in history, the Earth hosts more people aged over 60 than under five. Today, people in many countries can expect to live into their sixties or longer. Older people can pursue new activities in education, work or their hobbies. Yet having the freedom to do so depends on two things – health and finance.
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White papersTop 10 with… Interview with Roland Hantke on Multi-Managers Infrastructure
Infrastructure is undergoing a seismic shift. Several years ago infrastructure funds would raise around USD 30-40 billion per year. Today this number is at the USD 100 billion3 mark and growing. Roland Hantke, Head Multi- Managers Infrastructure (MM INFRA) explains to us how infrastructure has evolved as an asset class and how MM INFRA is well positioned to cater for increasingly specialized client requirements.
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White papersInvesting in Emerging Markets Asia amid rising global tensions
With the United States and China locked in an increasingly heated rivalry, Europe must pick a side. What are the investment implications?
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White papersThe day after the crisis: implications for long-term investors
In a recent piece of paper1 long-term investors found a broad analysis of the most relevant post-crisis elements they need to consider in order to make a more informed decision about their investments: central banks support, inflation situation, deglobalisation trend, low-carbon transition and inequality assessment were the main features to consider.
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White papersLife after Covid: the LDI view
The fast spreading of the new Coronavirus disease (Covid- 19) has become the biggest global challenge in decades, with more than 10 million (recorded) infections and a death toll exceeding 500k by mid-2020. Transmission by asymptomatic people is still debated, but may be a factor facilitating unconscious spreading, and making containment difficult.
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White papersMarket Perspectives: Covid paralysis recedes as political risk rises
Even after the large risk rally in summer and despite the persistent spreading of Covid-19, equities advanced fast in August (MSCI World up by another 6.6%), helped by recovering data, better-than-expected earnings and vaccine hopes.
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White papersHeading for a fall?
The fall season often trips up the markets, and 2020 promises more than its fair share of hazards.
