White papers - all assets – Page 164
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White papers
Trends Reinforced: Socialism with Chinese Characteristics: Understanding China’s Policymaking
This issue of Trends Reinforced examines the strategic goals that have shaped China’s latest regulatory moves.
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EM Debt: Why Passive Strategies Often Miss the Mark
When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities.
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Recovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
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Investors reveal their top ESG roadblocks
As demand for ESG (environmental, social and governance) investing grows, the lack of consistent and robust data remains among the biggest challenges for institutional and wholesale investors globally.
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Is China’s regulatory reform stifling ‘animal spirits’?
Some investors worry that regulatory tightening in China could strangle growth in its private sector, which is now dominated by technology companies and e-commerce platforms.
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Is India the Next Internet and Digitalization Frontier?
Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.
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How can investors ensure a “just transition” in climate change fight?
A dollar invested in emerging and frontier markets can do more for the climate emergency than one invested in developed markets, but we must ensure plans are fair to all.
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Climate Financial Risk Forum
On Thursday 21st October, the outputs of Session 2 of the UK Climate Financial Risk Forum (CFRF) were launched. In this article, Kate Fowler, Senior Responsibility Analyst, sets out the role of the CFRF and why it is so important to developing industry best practice.
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To rewrite our future, we must invest in nature at scale
During COP26, His Royal Highness the Prince of Wales and founding members of the Natural Capital Investment Alliance (NCIA) – including Lombard Odier – emphasised the environmental and economic necessity of investing in nature at scale, and how forward-looking investors can find opportunities in the solutions urgently needed.
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Unravelling the conflicts in ‘Double Materiality’
Where do you draw the ‘moral’ line and how do you have a genuinely positive impact?
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Golden Years: Investing well and ageing well
As the Generali Investments SICAV (GIS) SRI Ageing Population subfund celebrates its six-year anniversary this October, Giulia Culot and Olivier Cassé, co-fund managers, dive into one of its key investment themes – ageing well, both financially and physically.
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The inflation debate: Will price pressures persist or start to recede?
This Global Macro Shifts explores inflation in the US, comparing the case for temporary inflationary pressures against the argument that high inflation will become more persistent and entrenched.
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Green winners in the global economy: research by Lombard Odier and Oxford University
The transition to a green economy is shifting the competitive landscape of the global economy as more countries, regions and corporates commit to net-zero targets. Who will be the winners as humanity targets a 1.5°C limit for global warming?
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A fair cop: Why social justice is vital to climate action
For too long, issues of justice and equality have been left out of the climate conversation. But policymakers, companies and investors are slowly beginning to acknowledge the social dimensions of climate action.
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Biofuels Thrive on Net Zero Carbon Ambitions
The stated global ambitions by nations to reduce their use of fossil fuels is seeing a rise in the demand for more sustainable energy sources and biofuels appears to be at the forefront of the change.
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Monetary Seesaw – The Treasury and Fed at Opposite Ends
Over the coming months the Federal Reserve Bank will increase the supply of coupons in the market as it tapers its purchases of treasury and mortgage-backed security (MBS) assets. Meanwhile, the U.S. Treasury will decrease the amount of coupon issuance. These seesaw dynamics could make interest rate markets move in unique ways.
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3 ways the cloud can change our future
The global economy experienced a marked acceleration in digital transformation during the COVID-19 crisis. According to data compiled by Statista, the world’s spending on digital transformation is projected to increase from US$1.3 trillion in 2020 to US$2.4 trillion in 2024.1
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Long-term perspective on markets and economies - 2022 Outlook
As we head into a new year, it’s clear in hindsight that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak. In my view, that means the powerful upswing in equity prices since then is simply a continuation of the bull market we’ve seen over the past decade. Market leadership today is essentially the same as it was before the pandemic.
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No more decades for dithering: It is crunch time to push climate policy
A major new forecast commissioned by the UN-supported Principles for Responsible Investment (PRI) argues that accelerating the implementation of climate change policies by 2025 would render the ‘below 2C’ Paris Agreement target feasible.
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All-time highs on equity markets in spite of (almost) everything
After a difficult end to September for global equities, October started well before a brief pause and then a sharp rebound. Inflation concerns linked to skyrocketing energy prices weighed on equity markets before strong company earnings reports brought relief. WTI crude oil rose by 11.4% to end October at USD 83.60, marking a high since October 2014.