Outlooks – Page 31
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Engagement case study: Pfizer
Pfizer, in response to investor feedback, published its “Industry associations – Report on incongruencies” which provides greater transparency into how its public policy positions are aligned with the trade associations of which it is a member.
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Impact Opportunities Equity Q1 2023 report: The electric revolution
In our latest quarterly update, we consider the future of the electric revolution and ask: Is the EV market at an inflection point? Looking forward, what will prove the best way to play this theme?
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Banking woes take centre stage
We reflect on a tumultuous week in the banking sector as markets take stock of UBS’s bailout of Credit Suisse. Amid echoes of the past, our experts ask: is there more to come?
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Paradise: a development without the divide
Our Q1 real estate case study looks at a 17-acre regeneration scheme that helped revitalise the centre of Birmingham and has a focus on delivering both a financial and a social return.
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Markets take a breath after a week of turmoil
Markets stepped back from the brink this week, following intense stress engulfing Credit Suisse and European banks.
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Multinational companies can thrive in tough times
As a portfolio manager, I invest in many large, multinational companies. The most common question I get these days is whether I am worried about the impact of de-globalisation. The risks are clear: rising US-China tensions, the war in Ukraine, increasing trade barriers, broken supply chains, a painful bear market and a slowing global economy.
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Biodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
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Market volatility and developments in the banking sector
What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally? Check out highlights from our most recent discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
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Exploring the carbon offset market: Issues, reforms and the future
The voluntary carbon market has come under criticism recently after research accusing many offsets of being worthless. Thibaud Clisson takes a closer look at the carbon offsets market, its usefulness and the work being done to improve its integrity.
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Diversity and Inclusion—an Investor’s Handbook
Companies are beefing up their DEI initiatives to attract and retain employees amid increasing regulatory requirements. DEI can contribute to an inclusive corporate culture and provide firms with a distinct edge over less-proactive competitors. For investors, the key is knowing which criteria to look for when evaluating companies.
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Stop blaming everything on pension funds
UK pension funds have been blamed for a number of woes affecting the UK’s financial fortunes. However, the suggestion that these could be solved by the wave of a regulatory wand is misguided.
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European market outlook: Clouds on the horizon
After a decade of ultra-loose monetary policy, we are starting to see the intended and unintended consequences of one of the most aggressive periods of monetary policy tightening in history.
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Plastic waste: linear today, circular tomorrow
The transition to a CLIC® economy that is clean, lean, inclusive and circular means moving away from the current WILD economy that is wasteful, idle, lopsided and dirty. At LOIM, we believe that profound change is required in three key systems, including how we make and use materials in order to transition to a more circular model: nowhere is this more apparent than in plastics.
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How vulnerable is EM debt to volatility spillovers?
At the beginning of the year, the three major factors driving emerging market (EM) debt were US financial conditions, the dollar and global growth. All three look likely to have been changed by the current shock to the banking sector.
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White papers
ChatGPT on the wall, should 5G be abandoned at all?
The emergence of revolutionary artificial intelligence chatbot technology has created strong competition among major tech companies, all vying to create their own versions. But 5G also plays an important role in this market.
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China’s role in global trade and why it still matters
China is a big deal: it singlehandedly accounts for more than 18% of the world’s GDP (gross domestic product). Across the world’s 10 biggest economies it is the top trading partner for eight and a top five partner for the remaining two. It has the world’s largest trade surplus at $676 billion, which is roughly equivalent to the GDP of Poland.
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White papers
Living on a Prayer
The Federal Open Market Committee hiked rates by 25 basis points (bps) and kept its quantitative tightening plans in place. It did acknowledge that financial conditions have tightened and progress has been made on inflation. However, it seems to think it can simultaneously tighten monetary policy to fight inflation while providing support to the financial system. The Federal Reserve (Fed) may be living on a prayer instead.
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On My Mind: Don’t bank on it
Financial markets seem to have returned to trying to time a dovish Federal Reserve turn, but Franklin Templeton Fixed Income CIO Sonal Desai says with a tight labor market and inflation running at 5%-6%—don’t bank on it.
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Quick Thoughts: Alternative investments outlook post-SVB
Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape. Franklin Templeton Institute’s Stephen Dover offers his thoughts.
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Exploring sustainability in infrastructure
While investors are often attracted to the sustainable nature of infrastructure returns, how much do they know about the sector’s alignment with environmental and social goals?