White papers - all assets – Page 196
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White papers
Behind China’s disinflation
Inflation in China has bumped along in a narrow range for the last decade. What has happened and what is the outlook?
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White papers
Joana Setzer Q&A: On the climate litigation front line
Joana Setzer from the Grantham Research Institute on Climate Change at LSE discusses the implications on governments and companies of the growing wave of climate litigation.
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Law and climate disorder: Understanding physical, transition and litigation risk
Major listed companies are finding themselves the target of legal action designed to make them move faster towards a lower carbon world. These cases could mark an inflection point; when the conversation turns toward specific responsibilities to move away from fossil fuels rather than broad commitments to change.
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EOS publishes white paper Fixing Fast Fashion
The fast fashion industry has thrived by constantly refreshing product lines and leveraging rapid response supply chains to meet consumer demand for the latest trends. But the low cost of many of these products encourages consumers to wear items only a handful of times before throwing them away.
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Net Zero: From Policy To Action - Martin Currie a Franklin Templeton specialist investment manager
Martin Currie’s ESG specialists identify the key challenges ahead in the journey to net zero.
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White papers
From Diversification to ESG: The Evolving Opportunity in ABS
Asset-backed securities can offer a number of benefits as part of a broader fixed income mandate—particularly given the strong structural protections, diversification benefits and advancements in ESG.
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Emerging Market Debt Opportunities Monthly Review- April 2021
Perspective from Franklin Emerging Market Debt Opportunities team.
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White papers
Taking a long-term view
Our private ownership and strong balance sheet afford us the ability to maintain a long-term focus
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The Evolution Of U.S. Corporate Profits: Dissecting 70 Years’ Of Performance
U.S. corporate profits have generally weathered the pandemic with resiliency. A key question for investors of all stripes—from equity to fixed income and beyond—is how corporate profits might proceed from here.
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Covid-19 Update: Is one in a million too high?
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papers
Never waste a crisis: Lessons learned from COVID-19 for sustainable investment strategies
Panel discussion takeaways from “Sustainable Investment Strategies Post-COVID”
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Bridging the ESG Gap in China
As more international investors seek opportunities in China, it has raised awareness and interest in ESG. Our Michael Lai looks into the ESG challenges local businesses face.
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Strategies for Navigating an Unrecognisable Bond Market
As the saying goes, there’s no rest for the weary, and many bond investors understand that feeling right now.
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White papers
Temperature scores: an innovative tool for ESG fundamental investors
2021 will be a pivotal year to curb climate change. Although global CO2 emissions dropped 7% in 2020 due to the effects of Covid-19-related lockdowns, stronger action will be needed at the upcoming Conference of the Parties (COP) 26 to keep temperature increases below 2°C and towards 1.5°C.1
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White papers
Resilient Recovery Stocks Transcend the Growth-Value Divide
Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification.
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White papers
An update on our ESG Scores
Countries can emerge stronger economically from the COVID-19 pandemic through green and sustainable investing. Global Macro Views highlights five country case studies.
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What is the toll on this road?
The U.S. is crying out for infrastructure upgrades, but an overshoot on taxes could put its companies at a disadvantage.
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The aviation industry: Five reasons for resilience
Last year was a truly awful time for global aviation. The COVID-19 pandemic brought about the biggest disruption to the global aviation industry in its entire history.
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White papers
With So Much Liquidity, It’s Time to Double-Check the Plumbing
Inflation fears look exaggerated so far, but risks buried deep in balance sheets can never get too much attention.