White papers - all assets – Page 2
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White papers
Amundi Asia Responsible Investment Views 2024
Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
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White papers
The new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papers
ECB’s next move should be a rate cut
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
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White papers
A window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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White papers
Gold: “Things are now in motion that cannot be undone…”
A false sense of security as the economic cycle appears to be returning to ‘normal’. It’s not.
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White papers
Cutting to the chase on ESG
In this study we conduct a thorough analysis of the performance metrics associated with the sub-criteria that comprise environmental, social, and governance (ESG) pillars, focusing on equity markets.
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White papers
Cash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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White papers
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
2024 is already shaping up to be a year of considerable uncertainty. The first quarter has given us a taste of that with a sharp reversal of expectations for the US economy and the monetary policy plan of the Federal Reserve.
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White papers
Fixed Income Sector Views: Walking, not running, the last mile of inflation
Franklin Templeton Fixed Income believes the US economy shows strength, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycles. Read more in the latest Sector Views.
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White papers
Direct lending is not going away
A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa, from Benefit Street Partners Managing Director Anant Kumar.
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White papers
Companies and Climate change - An updated research application of the AIIB-Amundi CCIF*
The Climate Change Investment Framework (CCIF) was designed by the Asian Infrastructure Investment Bank (AIIB) and Amundi to tailor investment portfolios that actively consider alignment with the Paris Agreement. The CCIF considers the three dimensions of climate change mitigation and adaptation, and contribution to the transition to net zero.
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White papers
Impact Opportunities Equity, Q1 2024
Financial inclusion is an essential part of ‘building back better’; not just as a moral imperative but as a significant economic opportunity which offers real benefits for society as a whole. In our latest quarterly report, the team highlight several companies breaking down the barriers to accessible and affordable finance.
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White papers
Sustainable Global Equity Report, 2023
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.
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White papers
China: The unloved trade
Whisper it quietly but, despite a sea of negative sentiment, equities in the world’s second largest economy have held their ground in recent months. Could the contrarians be onto something?
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White papers
SDG Engagement High Yield Credit: 2023 Annual Report
In the four years since the launch of the SDG Engagement High Yield Credit strategy, the investment and engagement team has built strong relationships with companies all around the world, in sectors that are key to achieving the SDGs.
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White papers
Servicing debt from the top of the cash waterfall
The structure of the US$275m senior-secured term loan is illustrative of how the Federated Hermes Trade Finance Strategy can generate competitive yield, while at the same time mitigating risks, and using top-line cash revenue to repay investors.
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White papers
PEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
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White papers
The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papers
Family Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.