Outlooks – Page 38
-
White papersUK Fiscal Budget: main political, social and market implications
The UK fiscal budget main political implications: The budget is designed to improve public finances, regain market trust, and help the Conservative government regain some ground ahead of the next election.
-
White papersSolving for 2023: Back to the “Old Normal”
Our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.
-
White papersPublic Engagement Report Q3 2022
The Q3 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the growing problem with palm oil. Plus, how EOS engages with companies on tax, and voting season highlights from developed Asia and emerging markets.
-
White papersPublic declaration of voting recommendations
EOS at Federated Hermes provides stewardship services to clients, including engagement and voting recommendations. Occasionally, EOS publicises certain voting recommendations to draw attention to what we regard as material concerns at companies related to a company engagement.
-
White papersPaying a fair share
Companies that seek to aggressively minimise their tax payments will face increasing legal, financial and reputational risks as regulation tightens. Joanne Beatty explains why tax revenues are vital for cash-strapped public services, and how we engage with companies to ensure they pay a fair share.
-
White papers‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook looks neither calm nor bright for UK and US non-food retailers this Christmas amid weak consumer confidence across the sector.
-
White papersWhy cheap palm oil is a price the planet can’t pay
Demand for palm oil continues to rise due to its cheapness and versatility, while growers benefit from high yields. But this insatiable demand exacts a steep environmental toll, as the clearance of tropical rainforests for palm oil plantations contributes to climate change and biodiversity loss.
-
White papersAct now: A climate emergency roadmap for the international financial architecture
To help tackle the climate emergency, financial institutions and governments must work together to reform the global financial architecture and create a more robust net-zero transition plan, argue Steve Waygood and Thomas Tayler.
-
White papersReframe and reclaim: How to win the ESG argument
To restore trust in ESG, we need to be much clearer on its limitations as well as its strengths, argues Mirza Baig.
-
White papersSo, you’ve set your net-zero target: What next? Practical considerations for asset owners on achieving net zero
Asset owners are increasingly committing to net-zero emissions in their portfolios by or before 2050, but it is a huge and complex undertaking. What do asset owners need to consider as they start on their decarbonisation journey?
-
White papersRedefining stewardship: Why stakeholder capitalism needs to wake up
Asset managers and other financial institutions have a duty to act in the best interests of their customers and society. Macro stewardship will be crucial to meeting these responsibilities, argues Mark Versey.
-
White papersResponsible Investment Quarterly Q3 2022
The third quarter of this year continues to be dominated by the implications of the energy crisis, but there was also a significant new development in the US, with Congress passing the Inflation Reduction Act (IRA). We believe both these events will accelerate the uptake of renewables and accelerate decarbonisation over the next decade.
-
White papersFixed Income Perspectives - October 2022
Quarterly macro and market insights from Capital Group’s fixed income team
-
White papersUS mid-term election: no red tide
Election result: The outlook for the House of Representatives (House) and the Senate remains uncertain and the situation remains fluid. Republicans are still expected to have an eventual slender majority in the House, but a Democratic majority remains a possibility.
-
White papersPerformance materials: efficiency helps preserve nature
Our current take-make-waste system harms nature through excessive extraction of natural resources. Performance materials can help reduce this strain.
-
White papersImpact investing: the insurance experience
TIAA’s chief investment officer and Nuveen’s head of responsible investing discuss how the General Account has built its targeted impact investing program while incorporating direct, measurable environmental and social goals across the portfolio.
-
White papersHow Life Insurers Account for Realized Losses May Cause Unnecessary Pain
An accounting method long used by life insurers has come under pressure amid rising rates and wider credit spreads, potentially setting the life insurance industry up for large unrealized losses. But there may be a solution.
-
White papersAlcentra: Time to refocus on the syndicated loan market in Europe
Higher inflation, higher base rates and a repricing of the European loan market present a compelling opportunity for investors.
-
White papersAn Apple (Watch) a Day, Keeps the Doctor Away
5G can play a crucial role in the health monitoring functions of wearable technology, which can make a difference between life and death.
-
White papersCOP27: A Chance to Reset
Broken promises, fraught debates and a dire economic and geopolitical backdrop are precisely why we believe COP27 is so important.
