Outlooks – Page 70
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Renewable 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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The 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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From 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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China 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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H2 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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Two-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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What 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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No 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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The 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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A 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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Corporate 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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Three 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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Adapt 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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The 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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Global 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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Community 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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The 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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Bond 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.
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Is diversification over?
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments.
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The Fed’s Last Call for the Punchbowl?
Dr. Sonal Desai discusses the Fed’s challenge. With high uncertainty on the inflation and employment outlook, adjusting its exceptionally loose monetary stance at the right time and pace become a very difficult high-wire act.