Outlooks – Page 64
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White papersNature’s larder – why food producers must safeguard biodiversity
In the second article in our EOS Insights series examining the social and environmental impacts of the global food system, Sonya Likhtman looks at how biodiversity underpins farming and food production.
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White papersFranklin Templeton Investment Solutions Allocation Views
Our Franklin Templeton Investment Solutions team retain the view that peak growth may already have been reached, and could remain positive for some time before starting to slow down.
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White papersCOVID’s dirty plastic secret
As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.
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White papersESG in Smaller Companies: An Overlooked Opportunity?
When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.
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White papersAsset Class Return Forecasts - Q3 - 2021
The first half of 2021 has been witness to exceptional growth in demand fueled in large part fiscal stimulus and waning Covid-related restrictions. Latest data release indicates the major economies may be at the onset of high-water mark of economic acceleration and the growth will slow down worldwide. Uncertainties of future cash infusions paired with ebb and flow from Covid re-openings are likely to be further headwinds to further short-term demand acceleration.
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White papersTen for 2021—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they anticipated would guide investment decisions in 2021.
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White papersDeveloping a Roadmap for ESG Performance
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
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White papersProgress Towards A Better World
Our Chief Market Strategist, Stephen Dover, discusses public-private partnerships, deficit spending, and carbon tax with Nobel Economist Joseph E. Stiglitz.
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White papersStewardship Matters: Edition 3
Martin Currie: This edition focuses on quantifying the impact and opportunities of decarbonisation.
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White papersThree Reasons for EM Corporate Short Duration Debt
While the potential for inflation and rising rates could create a headwind for EM debt, a short duration approach can provide an opportunity to pick up incremental yield and diversification, with less volatility.
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White papersAmundi Pension Funds Letter n°12
The coming of summer has also seen the return of extreme heatwaves, catastrophic flooding and devastating forest fires. The arrival of the COP26 could not be more timely given the need for a universal response to the climate crisis. Pension funds as major global asset owners have a key role to play in this response.
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White papersThe World’s Simplest Asset Allocation Model
When markets and data look this contradictory, it may be easier to start by counting on your fingers.
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White papersGravity’s Pull Isn’t Strong Enough Yet
While fears of a COVID resurgence impacting activity and premature monetary policy tightening are weighing on markets’ outlook, momentum in the economic recovery is set to keep growth from succumbing to the pull of gravity.
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White papersSummer Boom Meets COVID Concerns
Technical factors, perceived Fed hawkishness, the Delta variant, and U.S. infrastructure talks led to a volatile week in markets, which should remain near-term amid COVID concerns and until monetary policy clears up in fall. Solid economic data supports our strong-growth outlook.
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White papersOn My Mind - Inflation: Nothing To See Here. Really?
Dr. Sonal Desai discusses why inflation may be less “transitory” than many expect.
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White papersGravity Will Not Prevail–At Least Not Yet
In advanced economies, storefronts have opened, effective vaccines are rolling out, and people are ready to return to “life as we knew it.” However, normalcy will not return until the pandemic is over globally—unless borders remain closed, with unknown collateral damage.
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White papersThe future of the financial sector: The analyst view
Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive.
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White papersInflation Trends Across Emerging Markets
Inflation drivers across emerging markets will be of focus to investors as the economy looks to recover from the pandemic.
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White papersFinancial and Infrastructure Cybersecurity
Our Chief Market Strategist Stephen Dover shares his thoughts that we are now entering a new era of the internet with accelerated computing power and innovations that threaten all current cybersecurity.
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White papersInvestors should confront the dark side of tech
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
