White papers - all assets – Page 189
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White papers
Quick Thoughts: The Opportunities in Innovation
Our Chief Market Strategist, Stephen Dover, discusses why company valuations, disruption, implementation, and innovations’ growth and pace are areas to find equity market inefficiencies.
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Our thoughts on inflation – And why we just don’t buy it!
In our view, in the wake of the sell-off and reset in valuations for environmental sector stocks in the first half of the year, the fundamentals have never looked more attractive.
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Global Resources: Poised for Long-Term Growth?
From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.
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From Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
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ESG in Asia: Accelerating Momentum
The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.
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Powering progress: the Sycomore Global Education Fund
Education is the engine of human progress. The fund managers talk about the main opportunities they see in this underappreciated sector and the strategies they’re adopting to generate value while advancing this key lever in the battle to improve global equality.
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Will the planets align for a green and energy transition?
Sycomore AM believes that through a combination of increased collective awareness, technological innovation and an enhanced regulatory landscape, the planets can align to ensure a meaningful and durable transition. But will they?
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Infrastructure debt, an asset class that mature and diversify
Infrastructure debt has demonstrated its ability to withstand the health and financial crisis. While some sectors have been more affected than others, on the financial instruments side, specialists are seeing a good return to normal.
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The Emerging Markets Recovery & The Race Ahead
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
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Sustainability-linked LBO loans - fad or future?
The ‘green’ finance revolution shows no signs of slowing down, with sustainable debt issuance continuing to set new records.
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The inherent risks of crypto currencies – When bitcoin meets China’s CBDC
Increasing regulatory control, due to central banks protecting their economic policy sovereignty and national governments seeking to control climate change, is an imminent risk for cryptocurrencies. In particular, China’s official digital currency is ‘anti-cryptos’.
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* How can the investment industry address the biodiversity crisis? *
It’s never been more important for the financial sector, including the investment industry, to take steps to help safeguard the planet’s threatened biodiversity. In the wake of International Biodiversity Day, ESG analyst Robert-Alexandre Poujade explores the areas in which investors can make a difference.
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By the people, for the people: Why investors should care about human rights
Companies cannot thrive without healthy and happy employees, consumers, and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are respected.
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Muni Market View on the American Jobs Plan
Highlights of US President Biden’s $2 trillion infrastructure plan, and how it could impact the muni market.
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* Our roadmap to addressing biodiversity loss *
Biodiversity loss entails physical, transition and systemic risks for investors. That is why BNP Paribas Asset Management believes it is essential to integrate biodiversity into its approach to sustainable investing including reporting on its water and forest footprints and developing common biodiversity metrics.
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Data Centres: A Focus on the Tenants
As data centres become an increasingly attractive investment opportunity, it’s important for investors to understand the types of organisations that are driving demand for these facilities.
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Could Job Flexibility Be A Turning Point For Working Women?
ClearBridge Investments: Can acceptance of more flexible work arrangements improve the labor participation rate among females?
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Global Outlook 2021 Europe - Regional Investment Opportunities
Vaccine rollout should lead to a strong economic bounce-back in the second half of 2021 as services reopen and households spend accumulated savings.
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Shifts & Narratives #3 - The ‘make it or break it moment’: why investors should care about COP26?
The Conference of the Parties (COP)26 in Glasgow has been hailed as a turning point in the global fight regarding climate change amid a new US administration and a long and strenuous exit from the Covid-19 pandemic. Six years on from the Paris agreement, the objective is clear: limit the temperature rise to 1.5°C above preindustrial averages, which means reaching net zero carbon emissions by 2050, and cutting them by half this decade.
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White papers
Global corporate bonds Q&A with Damir Bettini: selectivity remains key
A year on from the height of the COVID-19 crisis, credit spreads have returned to their pre-pandemic tight levels. Does this present an asymmetric return profile for corporate bonds?