White papers - all assets – Page 182
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White papers
Hoping for Higher Taxes
There’s a long path ahead, but the new global tax framework should actually support the growth that markets seem to be calling into doubt.
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On my Mind: Something Has to Give
Dr. Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines three possible scenarios and the logical implications of each.
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A Rising Private Asset Class: Core+ Real Estate Debt
Institutional portfolios have been increasing allocations to global real estate (RE) core+ debt, often via a private fund investment vehicle.
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In brands we trust: Direct-to-consumer data and the behavioural economy
The tech-driven trend toward direct-to-consumer is transforming consumer brands, their intermediaries and their marketing. Intimate relationships with customers and new shopping experiences are alluring, but companies must tread a fine line between hyper-personalisation and intrusion.
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The Anti-Social Network: Social media companies face reckoning over hate speech
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
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4 things global financial cycles are telling us
As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy.
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How can we tackle the effects of air pollution on human health?
The quality of the air we breathe can have a significant impact on our health. Alex Bernhardt explores the climate change-driven causes of air pollution and how to tackle the problem.
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White papers
A Rising Private Asset Class: Core+ Real Estate Debt
Institutional portfolios have been increasing allocations to global real estate (RE) core+ debt, often via a private fund investment vehicle.
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Fixed Income Investment Outlook - 3Q 2021
In the day-to-day task of investing, it’s often easy to ascribe significance to individual central bank meetings, speeches or policy pronouncements that, with a bit more time, simply blur into background static
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Allocation Views: Global economic slowdown ahead?
Our Franklin Templeton Investment Solutions team retain the view that global expansion especially among developed markets may have peaked, and the strongest period of expansion may have been in the second quarter of the year.
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European equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.
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CLOs: The Proof is in the Process
In this Q&A, Adrienne Butler discusses Barings’ longstanding presence in the CLO market and shares her views on what it takes to navigate the often-misunderstood asset class.
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The Great Reset: Rethinking Sustainability
In the second of our conversations about the post-pandemic landscape, we spoke with a power utility and an industrial gases company about climate-related risks and opportunities.
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No Stopping China’s Restocking
FIFO gives China the global distribution edge across export sectors, even those that fell.
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Global Equities: Introducing our Sustainability Assessment Framework
As the sustainability landscape continues to evolve so too does the innovative approaches and tools of the Federated Hermes Global Equities team.
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Earnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
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Market Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
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EM monetary policies normalisation as the low tide is getting higher
The monetary policy conditions in the emerging markets are still definitely dovish. Domestic factors as Inflation and, in certain cases, strong economic rebound are driving the EM Central Banks to normalise their monetary policy course. Tighter global financial conditions should trigger a faster and more generalised normalisation.
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Euro fixed income: EGB supply/demand dynamics to improve in H2-21
EMU-10 EGB net issuance, net of ECB QE purchases, is likely to be negative in H2 this year for three main reasons: 1) front loading of sovereign debt supply in H1, 2) roughly 60% of yearly bond redemptions still to come, and 3) ECB QE purchases to remain steadily high.
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White papers
The price of self-sufficiency
The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.