White papers - all assets – Page 157
-
White papers
Real estate: why diversification is more than a buzzword
The pandemic has shown the value of a broad asset range and flexible allocation
-
White papers
Select emerging markets set to stand out amid the global tightening cycle in 2022
Templeton Global Macro: the promise of a full recovery in 2021 feels like unfinished business. We expect to get closer to that realized recovery in 2022.
-
White papers
Bitcoin, A Cornerstone Digital Asset: Part 3
Our Option Group believes that Bitcoin is the most likely of all the cryptocurrencies to emerge as a durable new asset—and the difficulty of pinning down exactly what kind of asset it is could be a big reason why.
-
White papers
Omicron Soon to Be the Dominant Variant in the U.S…Is This Strain the Way Out of the Pandemic?
We thought it might be helpful to frame our latest thinking on the SARS-CoV2 Omicron variant now that we have seen more data out of South Africa on the evolution of this viral variant.
-
White papers
Inflation: What if they are wrong?
Although we share the view that current inflation is transitory, we are - in this edition of Spectrum - asking investors to think the unthinkable and consider their portfolios from the point of view of the worst case scenario.
-
White papers
Disruptions Redefine Risk and Opportunity in 2022
Global investment outlook: The ramifications of the pandemic will likely continue to reverberate in 2022, but what does that mean for investors? Our investment teams explore key themes in equity, fixed income and real estate.
-
White papers
Shooting the rapids in 2022 – Our investment outlook in an infographic
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity, and a slowing economic recovery?
-
White papers
The Beginning of the Beginning: Byte, Atom, Gene
Franklin Equity Group is excited about the future; whatever the new year brings, we anticipate enhancements to our ways of life.
-
White papers
ESG Thema #6 - Carbon-efficient technologies in the race to Net Zero
Although its decarbonisation has been under way for several years now, as highlighted by the strong growth in renewable power capacities, the power sector still accounts for 38% of global energy- and industry-related CO2 emissions.
-
White papers
The Opportunity in Wind
As the fossil fuel industry, coal in particular, may suffer job losses, it is important to ensure that a low carbon energy transition can work for everyone.
-
White papers
The wheels of a Circular Economy go round and round - N°3 The construction sectors: road work ahead
As one of the main contributor in terms of waste and in terms of CO2 emissions, the construction sectors is well aware of the necessity to reinvent itself. Besides, the sector faces strict legislations at the EU level and more specifically in France
-
White papers
The Fight Against Inflation Has Begun
We think that inflation, central bank policy and real rates will define the battlefield for markets in 2022—but will the most volatile skirmishes come sooner or later in the year?
-
White papers
How investing in biotech can help achieve the SDGs
From pioneering therapies to renewable food sources, biotechnology has the potential to address many of humanity’s greatest challenges, as aligned to the United Nations’ Sustainable Development Goals (SDGs).
-
White papers
The Decarbonizarion Challenge & Path Toward Green Steel
The global steel industry is presented with a number of challenges to reduce its carbon footprint, and this is especially true in emerging markets.
-
White papers
Outlook 2022 - Bye-bye beta
Despite a fifth coronavirus wave rising as we enter the third year of the pandemic, there are reasons to be optimistic for the economic recovery, explain the Generali Insurance Asset Management Macro Research Team. In fact, a global 60-40 portfolio would have risen nearly 40% since the lows of March 2020.
-
White papers
Global Insights Outlook 2022: Past The Peak
Heading into 2022, investors face an entirely new set of challenges than they did at this time last year. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for the first time in nearly three decades, portfolios are facing inflationary pressures brought on by supply shortages.
-
White papers
Key Investment Themes for 2022 - Views from around Generali Investments
2021 saw investors contend with pivotal changes in the macro environment, big developments in ESG policy, and the shifting uncertainties of the pandemic.
-
White papers
Markets Gird for Reduced Liquidity
ClearBridge Investments continue to recommend a balanced approach to the markets, including both growth and value stocks and with an emphasis on quality companies.
-
White papers
Revisiting the Term Premium Status
After detailing our findings about the persistently positive term-risk premium across developed market yield curves and how it can affect pension plans’ funded status several years ago, we’re revisiting the topic amid the considerable improvement in plans’ funded status and the corresponding implications for their fixed income allocations.
-
White papers
Central Bank Palooza
The FOMC showed a hawkish shift but Fed Chair Jerome Powell successfully unwound some to suggest policy normalization won’t derail the recovery.