Outlooks – Page 66
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White papersAre infrastructure investors ready for rising climate-related risks?
On 7 June 2021, the G7 agreed to make climate reporting mandatory, in line with the recommendations of the global Taskforce on Climate-related Financial Disclosures (TCFD).
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White papersCommodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
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White papersRenewable energy trends in Europe
Capital Dynamics shares its perspective and insights on how the global energy infrastructure landscape has evolved and why there is reason to be optimistic about the opportunities for renewables in Europe.
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White papersThe complexity premium in infrastructure debt
We believe the return advantages offered by private assets are about more than just illiquidity. Here we discuss how infrastructure debt secures better returns through complexity.
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White papersFrom social wash to social value
The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day.
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White papersChina Calling: The Rise Of Chinese Bond Markets
Our fixed income experts review China’s market policy, economic reforms and forward-looking innovations. We examine sovereign bonds, commercial banks, currency and corporates, and offer views to help inform your decision making.
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White papersH2 2021 Investment Outlook - Inflation blows on markets, and investors need to act
The Covid-19 crisis has transformed the world with far reaching consequences that markets are now starting to assess. The most important one being what will be left of the Great Recovery following the crisis.
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White papersTwo-Way Markets Are Back
After nearly a year going up in a straight line, questions about inflation, the economic cycle and central bank messaging have brought more push and pull back into markets.
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White papersWhat Will Kill This Market?
Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
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White papersNo shortage of fiscal or monetary pitfalls
Reams Asset Management adheres to the aphorism from Yogi Berra, a famous American baseball player: “It’s tough to make predictions, especially about the future.” This holds true for growth and inflation over the balance of 2021 and into 2022.
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White papersThe impact of China’s lending on Emerging Market Debt
The increasing prominence of China as a financier of developing nations has changed the landscape of emerging market debt investing.
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White papersA burning issue – decarbonising the global steel industry
Steel is essential in today’s world, and it will be just as essential tomorrow – much of the technology to create a zero-carbon future will use steel in its construction. Yet steel production itself is a highly polluting activity.
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White papersCorporate tax, climate litigation and pub blues: What does the data say? Our monthly data-inspired series
What does the data say? Our monthly data-inspired series
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White papersThree Factors Shaping the Opportunity in Asian Equities
Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.
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White papersAdapt to Change
The NB Global Sustainable Equities team invests in companies that do no harm, have a durable competitive position and are adaptive to change.
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White papersThe vital role of investors in the carbon transition
Pre-COVID-19, the transition to a low carbon economy was already enjoying several tailwinds. But the onset of the pandemic has fuelled this drive as companies, governments and investors appear to have galvanised their efforts like never before in a bid to tackle climate change.
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White papersGlobal Investment Views - July 2021
The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy.
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White papersCommunity Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world and
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White papersThe Great Reset: Rethinking Globalization
The COVID-19 pandemic has provided a unique opportunity to reset and rethink our approach for a better future.
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White papersBond Yields Under a More Hawkish Fed
A more hawkish Fed may not lift Treasury or investment grade credit yields, and that raises important questions for fixed income investors and asset allocators.
