Outlooks – Page 73
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Could Job Flexibility Be A Turning Point For Working Women?
ClearBridge Investments: Can acceptance of more flexible work arrangements improve the labor participation rate among females?
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Global Outlook 2021 Europe - Regional Investment Opportunities
Vaccine rollout should lead to a strong economic bounce-back in the second half of 2021 as services reopen and households spend accumulated savings.
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Shifts & Narratives #3 - The ‘make it or break it moment’: why investors should care about COP26?
The Conference of the Parties (COP)26 in Glasgow has been hailed as a turning point in the global fight regarding climate change amid a new US administration and a long and strenuous exit from the Covid-19 pandemic. Six years on from the Paris agreement, the objective is clear: limit the temperature rise to 1.5°C above preindustrial averages, which means reaching net zero carbon emissions by 2050, and cutting them by half this decade.
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Global corporate bonds Q&A with Damir Bettini: selectivity remains key
A year on from the height of the COVID-19 crisis, credit spreads have returned to their pre-pandemic tight levels. Does this present an asymmetric return profile for corporate bonds?
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Mid-Year 2021 Outlook
Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.
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Pan-European warehouse opportunity amidst accelerating online sales
Omnichannel retail continues to drive rapid transformation in worldwide supply chains and logistics real estate. Recently, the global COVID-19 pandemic has dramatically accelerated e-commerce penetration rates and sales growth.
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The growth of European Life Sciences Real Estate
COVID-19 has magnified the importance of life sciences by highlighting the need for the critical innovation life sciences firms are using to solve the current health crisis and to assist with solutions to other long-term health challenges.
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A sneak peek into the second half – What to expect for equities?
As economies recover from last year’s collapse in demand, partly on the back of large-scale government budget spending and amid ultra-low interest rates, investors can expect inflation to bounce higher as well, especially in sectors that were hit hard in the COVID-induced slump.
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Emerging Market Debt: Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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Stewardship in a pandemic
The pandemic has starkly illustrated the links between different sustainability issues. We have explored these links, and the challenges for companies, employees, investors, and wider society in a series of articles highlighting our stewardship work.
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Running Out of People
Understanding the forces that will one day fuel persistent price increases helps clarify why inflation is less of a problem now.
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Webinar - Inflation: Back on the Agenda
It has been a long time since investors had to worry about rising inflation and interest rates at the global level. Over recent months, however, the prospect of a strong economic recovery from the coronavirus crisis, compounded by unprecedented fiscal stimulus and accommodative monetary policy, has sent bond market inflation expectations soaring.
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Unlocking carbon capture and storage: An Interview with Stuart Haszeldine
The professor of carbon capture and storage at the University of Edinburgh discusses why achieving net zero needs multiple technologies and explains the thinking behind the UK’s evolving approach.
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Why active investing is an attractive approach for Japanese equities
The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies.
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Cash dethroned: reallocation opportunities for insurers under Solvency II
Insurers continue to grapple with historically low cash rates and potentially high capital charges on some defensive assets under Solvency II.
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ESG investing depends on deep analysis
Capital Group investment analyst Frank Beaudry goes the extra mile to research a company’s approach to environmental, social and governance (ESG) issues.
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From fossil fuels to renewables
In this paper, François Beaudry and Natalya Zeman consider the key long-term investment implications of the transition towards sustainable energy.
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Macro Perspectives: Growth, Rates and Inflation
In this Macro Perspectives, we explore macroeconomic views across our specialist investment teams. It turns out, not everybody agrees on the path forward.
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Value and multi-factor equity investing – When value spreads compress
With value spreads now at levels last seen at the peak of the tech bubble in 2000 [1], we expect spreads to narrow in the coming years. That bodes well for value and multi-factor equity strategies irrespectively of their level of sophistication.
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Franklin Templeton Investment Solutions: Allocation Views
With a continued theme of ‘Strong Cyclical Rebound in Global Growth’, our Franklin Templeton Investment Solutions team retain a long-term optimistic perspective, including the view that inflation is unlikely to be problematic; and swift policy changes held off.