White papers - all assets – Page 158
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White papers
Re-entanglement: why debt and reality must reconnect
The long-term relationship between credit quality and the global unemployment rate appears to have broken down of late. But why? Fiorino once again probes the debt universe in search of deeper meaning…
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Surging Construction Costs: Implications for Commercial Real Estate
In the year that followed the onset of the global COVID-19 pandemic, there was an unprecedented surge in construction costs. Nationwide, building materials rose at the fastest pace in a decade from March 2020 to September 2021 (Figure 1). Many key construction material prices climbed rapidly, in particular, lumber, metals, and plastic products (Figure 2).1
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Where the wild things are: Why investors should care about natural capital
Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.
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Factor investing: understanding your performance!
Multifactor strategies are based on investable portfolios, benchmarked against market capitalisation indices and tilted towards stocks with given characteristics (factors): they should be cheaper (value), more profitable (quality), less risky (low risk), and have outperformed in the past (momentum).
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Climate Change Roundtable
Investors everywhere are facing the reality and urgency of climate change.
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The Journey to Net Zero: From Greenflation to Greenium
As big events like November 2021’s COP26 climate conference show, climate change is the most pressing challenge of our generation. More than 30,000 people from over 200 countries will fly to Glasgow to urgently debate the path to net zero. With a third of all investments now sustainable, the momentum towards decarbonizing the globe is building.
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10 Transformational Technologies Powering the 21st Century
Are we living through the most influential time ever? A hinge moment in history? There are those who argue that we are, as new technological discoveries are implemented faster than ever before.
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Emerging markets: Tech trends and more in 2022 and beyond
Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness.
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Emerging Markets: A Constructive 2022 in Sight
Companies with structural growth drivers aligned with digitalization, decarbonization and other transformative trends will emerge as the long-term winners.
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Value stocks poised to get back on track in 2022
Franklin Mutual Series believes the environment for value stocks should become more favorable again next year as robust economic growth and modest inflation provide support.
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Connecting net zero with nature positive
From global conference rooms to company boardrooms, there is growing understanding of the urgent need to include nature preservation in the global sustainability agenda. This is evidenced by the G7’s endorsement of the Taskforce on Nature-related Financial Disclosures (TNFD) this year, followed by the increasing recognition at COP26 of the role of nature-based solutions in combating climate change.
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Infrastructure in the post-pandemic world - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
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Recovery, risks and relationships
While interest rates are likely to creep up in the short term, the long-term structural impacts that have kept rates so low for so long are still in place.
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The social transition: Investing for a more equitable world
Recognising that being a good corporate citizen is the right thing to do and pays off is something investors and the financial community need to think harder about, argue Vaidehee Sachdev and Matt Kirby.
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White papers
The wheels of a Circular Economy go round and round - N°2 The automotive sector: ready to step up a gear
The automotive sector has known a deep transformation over the last two decades. First, because the EU legislation has pushed automakers to better treat end-of-life vehicles by imposing high recycling, reusing and recovering rates. Secondly, because the fight against climate change and the rise of electrification are questioning the whole business-model and thus, companies have to reinvent themselves.
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The science behind net zero
In the final article in our three-part series on net zero and climate change [1], Alex Bernhardt takes a closer look at the science around carbon neutrality and keeping the rise in world temperatures to 1.5C.
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Fixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.
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Global Growth Equities in 2022: One Step Forward, One Step Back
The tug of war between value and growth stocks will almost certainly persist, but there are long-term opportunities in growth stocks globally.
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Inflation Hits a Fork in the Road
A great divergence is coming into view on inflation, with the U.S. set to stand apart.