White papers - all assets – Page 216
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White papersGlobal Investment Views - January 2022
The resurgence of the virus cycle, central banks’ reactions to high inflation figures, and Evergrande’s unavoidable default have led to some volatility in the market, but these issues have not caused any major disruption. In the battle between growth and inflation narratives, the mantra that bad news is good news for markets continues to prevail.
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White papersEngagement Spotlight: Seeking Improved Disclosure in Japan
This week, Neuberger Berman has announced that the firm is seeking improved disclosure from Daibiru Corporation regarding its decision to support its parent company and controlling shareholder, Mitsui O.S.K. Lines’ tender offer.
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White papersPrivate markets: focus on ESG and transformation
According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
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White papersTapping into China’s accelerating investment management expertise
Contrary to what some people might think, there is continued appetite among many global asset owners for Chinese securities – despite market noise and dynamic policymaking over recent months.
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White papersAnalyzing global cities in the 2020s
Post-pandemic life is on the horizon, but which global markets are best positioned to benefit over the next decade?
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White papersReal estate: why diversification is more than a buzzword
The pandemic has shown the value of a broad asset range and flexible allocation
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White papersBitcoin, A Cornerstone Digital Asset: Part 3
Our Option Group believes that Bitcoin is the most likely of all the cryptocurrencies to emerge as a durable new asset—and the difficulty of pinning down exactly what kind of asset it is could be a big reason why.
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White papersOmicron Soon to Be the Dominant Variant in the U.S…Is This Strain the Way Out of the Pandemic?
We thought it might be helpful to frame our latest thinking on the SARS-CoV2 Omicron variant now that we have seen more data out of South Africa on the evolution of this viral variant.
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White papersInflation: What if they are wrong?
Although we share the view that current inflation is transitory, we are - in this edition of Spectrum - asking investors to think the unthinkable and consider their portfolios from the point of view of the worst case scenario.
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White papersShooting the rapids in 2022 – Our investment outlook in an infographic
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity, and a slowing economic recovery?
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White papersESG Thema #6 - Carbon-efficient technologies in the race to Net Zero
Although its decarbonisation has been under way for several years now, as highlighted by the strong growth in renewable power capacities, the power sector still accounts for 38% of global energy- and industry-related CO2 emissions.
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White papersThe Opportunity in Wind
As the fossil fuel industry, coal in particular, may suffer job losses, it is important to ensure that a low carbon energy transition can work for everyone.
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White papersThe wheels of a Circular Economy go round and round - N°3 The construction sectors: road work ahead
As one of the main contributor in terms of waste and in terms of CO2 emissions, the construction sectors is well aware of the necessity to reinvent itself. Besides, the sector faces strict legislations at the EU level and more specifically in France
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White papersThe Fight Against Inflation Has Begun
We think that inflation, central bank policy and real rates will define the battlefield for markets in 2022—but will the most volatile skirmishes come sooner or later in the year?
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White papersHow investing in biotech can help achieve the SDGs
From pioneering therapies to renewable food sources, biotechnology has the potential to address many of humanity’s greatest challenges, as aligned to the United Nations’ Sustainable Development Goals (SDGs).
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White papersThe Decarbonizarion Challenge & Path Toward Green Steel
The global steel industry is presented with a number of challenges to reduce its carbon footprint, and this is especially true in emerging markets.
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White papersOutlook 2022 - Bye-bye beta
Despite a fifth coronavirus wave rising as we enter the third year of the pandemic, there are reasons to be optimistic for the economic recovery, explain the Generali Insurance Asset Management Macro Research Team. In fact, a global 60-40 portfolio would have risen nearly 40% since the lows of March 2020.
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White papersGlobal Insights Outlook 2022: Past The Peak
Heading into 2022, investors face an entirely new set of challenges than they did at this time last year. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for the first time in nearly three decades, portfolios are facing inflationary pressures brought on by supply shortages.
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White papersKey Investment Themes for 2022 - Views from around Generali Investments
2021 saw investors contend with pivotal changes in the macro environment, big developments in ESG policy, and the shifting uncertainties of the pandemic.
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White papersCentral Bank Palooza
The FOMC showed a hawkish shift but Fed Chair Jerome Powell successfully unwound some to suggest policy normalization won’t derail the recovery.
