White papers - all assets – Page 114
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White papers
ESG Viewpoint – Should ‘doing good’ pay out? Linking executive pay to ESG metrics
ESG metrics in pay matter. We explain why, outline our expectations for companies in this area and detail our engagement efforts and the progress made.
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White papers
Semi Equipment: Laying Foundations for the Future
Speaker of the U.S. House of Representatives Nancy Pelosi’s recent visit to Taiwan was largely publicized—not just because of its geopolitical significance, but because it also underscored Taiwan’s importance to the global tech industry.
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The lifeline of connectivity
In the digital age almost half the world’s population are still offline. The UN has warned that without decisive action, “the digital divide will become the new face of inequality.” But we believe investing with an impact lens can help provide a pathway to social inclusion through services for millions of people, address the Sustainable Development Goals (SDGs) and embrace “double materiality” along the way.
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Animal farming and ESG: a sector where some are more equal than others
Meat farms and associated industries are the unlikely battleground for a myriad of ESG issues. Emily DeMasi, EOS engager, outlines why Federated Hermes has made the sector an engagement priority.
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White papers
Altruism or Self-Interest? ESG and Participation in Employee Share Plans
We ask how the ESG performance of firms affects the asset allocation of a large sample of French employees between their employer’s stock and alternative investments in firm sponsored savings plans. After ESG incidents, employees are less likely to invest and they invest smaller amounts in their company’s stock.
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Frontloading
The global economy remained largely resilient in the first half of 2022, despite war in Eastern Europe, commodity shortages, and inflation. However, this is leading most major central banks to turn increasingly hawkish and frontload rate hikes which should weigh on growth.
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Hold the Inflation Victory Lap
Inflation still appears to be the biggest source of potential volatility in the market, and we think that’s because it will remain the dominant economic story for the foreseeable future.
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Eco-design and repair for circularity and regeneration
The transition to a circular bio-economy is creating investment opportunities for commercial solutions that leverage eco-design and cater to growing consumer demand for sustainable, durable and repairable products.
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Why research is critical when it comes to China investing
It has been quite a topsy-turvy 2022 for Chinese equities so far. What are the key factors that have contributed to the volatility?
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Unlocking Hidden Value in Carbon-Intensive Companies
In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.
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You Will Remember The 21st Day of September
Data and expectations continue to drive markets, which have priced in a 75bp hike from the FOMC, though some foresee more; expect 50bps from the BoE given concerns about inflation and energy prices. In China, mounting worries about growth and weak trade are elevating concerns.
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Innovation in ESG municipal bond investing
Nuveen developed an proprietary leading ESG scoring methodology that identifies municipal issuers that are ESG leaders relative to their peers. Using a comprehensive approach, Nuveen seeks to helps clients achieve the investment benefits of municipal fixed income while aligning with their values and helping to provide positive outcomes for our communities.
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Plastic waste: possibilities and solutions
The ecological cost of plastic waste is well understood, but what about the myriad possibilities that it offers? We consider the investment opportunities from improvements in sorting technologies to advances in recycling techniques to refill schemes.
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White papers
Can U.S. midterm elections move the market? 5 charts to watch
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus. And with good reason.
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White papers
*Learning from the past, looking into the future*
When evaluating future long-term investment opportunities, it is vital to consider the past as well as the present. Examining the interconnections between the drivers of previous industrial revolutions, and technological advances, can help us assess the role and value of those of today: are they independent quick fixes or vital components in a new environmental infrastructure?
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White papers
Multi-Asset Allocation Views: Seeking alternatives to equities
In this Allocation Views, companies globally expect profit margins to increasingly come under pressure over the coming quarters. Our Franklin Templeton Investment Solutions team share their views on which asset classes are best positioned.
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Private debt prepares to ride out the storm
Churchill’s Jason Strife participates in a Private Debt Investor roundtable discussion with other leaders in the U.S. private debt industry.
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White papers
Capital with purpose – impact investing in listed equities
Faced with complex global issues like climate change the definition of impact investing needs to expand. Our Global ESG Equities Team argue the case for making a positive difference through investment in public equities.
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White papers
When should the Fed pivot?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we discuss the potential timing of the Federal Reserve’s pivot away from its current hawkish stance and consider whether such a turn would actually be good news for markets.
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White papers
What are the key themes of the food transformation?
Global food systems are in urgent need of an overhaul. In their current form, these are responsible for USD 12 trillion a year in damage to people and the planet. A new approach is required, and this represents a significant investment opportunity.