White papers - all assets – Page 155
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White papers
Federated Hermes Sustainable Global Equity Fund awarded Towards Sustainability label
Our recently-launched Federated Hermes Sustainable Global Equity Fund has been awarded the ‘Towards Sustainability’ label.
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US Stocks: Enduring Advantages for Testing Times
After three supercharged years for US equities, many investors wonder whether the market still has fuel for 2022. While higher valuations warrant caution, we believe a carefully chosen allocation can capture advantages inherent to the US market that underpin solid long-term return potential.
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Key predictions - Top 10 real estate questions for 2022
Our research team gives answers to some of the key questions that real estate investors face, including:
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ExxonMobil case study
We continue our longstanding dialogue with ExxonMobil through significant leadership changes at the board level
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Cities That Work 2021: Europe’s top cities for office investments
London, Stockholm and Berlin have been ranked Europe’s top three cities in terms of office sector investment opportunities in Allianz Real Estate’s Cities That Work 2021 report.
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Does meeting the SDGs require new macroeconomics?
In 2015, world leaders developed 17 Sustainable Development Goals as part of the 2030 Agenda for Sustainable Development. The SDGs set forth a blueprint for fostering a healthy planet and an equitable society – both critical for a healthy economy.
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Investing for climate action: Easy as SBTs?
With governments struggling to turn words into action on climate change, investors can ensure the private sector plays its part by pushing firms to adopt science-based targets, argues Rick Stathers.
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EMD in 2022: New catalysts offset gloom and doom
The global outlook remains mired with worries about inflationary pressures, central bank rate hikes, and liquidity withdrawals.
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Year 3 and counting…
Even with challenges posed by new COVID-19 variants, the unpredictable nature of government policy reaction, along with supply-chain disruptions that have led to multi-decade highs in inflation, our Franklin Templeton Fixed Income team believes global economic recovery will remain robust.
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Pensions Watch – Issue 16: What’s Been Happening And What’s On The Horizon In The World Of Pensions
In this edition of Pensions Watch, the first for 2022, we consider what’s on the horizon over the next 12 months for UK pension schemes, what these initiatives mean for schemes and why each is key to improving member outcomes.
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The wheels of a Circular Economy go round and round - N°4 The Electronics and ICT sector: designing a new matrix
Since the 1980’s, the electronics industry has grown dramatically and has benefited substantially from the linear economy by regularly offering new and better products, pushing consumers to renew their computer equipment (computers, smartphones, tablets, etc.) at an ever-increasing frequency. The extraction of materials, especially rare earths, the programmed obsolescence and the low recycling rate have become the industry norm.
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New Year, New Monetary Policy
As markets adjust for an environment of tighter monetary conditions, we preview the key themes of our forthcoming Fixed Income Investment Outlook.
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Asset allocation – A fat (real) tail in 2022
2021 was an awkward ’steady state’ year for financial markets: bonds delivered the worst returns in a quarter of a century except for one year (1999), while equities secured top-quartile (or better) returns over the same period.[1]
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Why Bank Loans Look Attractive in Today’s Market
The technical and fundamental picture looks favorable for bank loans for a number of reasons.
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Chinese equities: Conviction amid change
Franklin Templeton Emerging Market Equity’s Micheal Lai expects quality companies in China to deliver growth across market cycles.
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The Long View: 2022 – The Year of Transition
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
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Libor Transition - Frequently Asked Questions
As LIBOR is being phased out and alternative reference rates are being adopted around the world, investors are coming to grips with the impact of such a change on many corners of finance, from interest rate derivatives and securitized products to adjustable-rate mortgages and floating rate notes.
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Central banks: a successful hawkish turn
The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.
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That déjà vu feeling: The outlook for UK infrastructure
Rewind to the start of 2021; it promised to be a year we would slowly but surely move towards a post-COVID-19 world in our personal and working lives. One year on, there is an air of Groundhog Day as we remain under guidance to work from home with continued uncertainty as to when we will be firmly past the influence of COVID-19 on our lives.
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Hedge Fund Strategy Outlook Q1 2022
As we commence 2022, the prospect of a reduction of global liquidity provided by major central banks has increased volatility in the traditional equity and fixed income markets.