White papers - all assets – Page 217
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White papers
2021 Investment Outlook Report
Our comprehensive Outlook Report addresses in further detail both the macro and asset class specific themes we have identified and examines the evolution of the investment environment over the past 12 months.
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Thermal Coal: Aligning Policy with Emerging Reality
In seeking to curb client exposure to a key carbon source, our team’s thermal coal policy acknowledges distinct characteristics found within the emerging markets.
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Key themes for 2021 - Infrastructure Outlook
As we approach the end of 2020, the infrastructure sector looks to have weathered the COVID-19 crisis reasonably well. While certain sub-sectors were severely impacted, 1Q20 valuations for the sector were more resilient than other alternative asset classes and infrastructure companies saw fewer downgrades and defaults than their equivalent corporates.
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Light at the end of the tunnel for multi-factor equity investing?
Multi-factor equity investing has underperformed in 2020 as a small number of growth stocks left the peleton far behind.
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Three drivers of European private equity growth for the next decade
We believe European private equity can augment investors’ broader private equity allocation due to its distinctive and varied composition, demographic drivers and quality.
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Generating Interest
Must investors settle for sub-zero real returns on their cash allocations?
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Why it’s so Hard to go Bankrupt… And Why That Will Change
Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
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2021 outlook: Dark tunnel. Bright light
Macro risks associated with the coronavirus have loomed over global markets and economies for nearly a year, and will continue for at least several months. But beyond this dark tunnel, we see a more normalised environment driven by fundamentals. Nuveen’s Global Investment Committee explores
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Need And Opportunity: What Covid-19 Revealed About Social Infrastructure
The pandemic has highlighted a lack of vital facilities in many communities across the globe, including health care and affordable housing. Read more from Franklin Real Asset Advisors.
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Outlook 2021 – Future investment opportunities: green hydrogen
In efforts to transition to a low-carbon or even zero-emissions economy, green hydrogen – a source of energy that is odourless and produces only water when burned – can play a major role, making it a key investment opportunity of the future. Producing this fossil-free fuel at scale will require setting up an entirely new industry from scratch.
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Income investing: The return of Goldilocks and the three bears
The Goldilocks environment is back, but bears are lurking in the shadows. Francois de Bruin explores the risks and opportunities that need to be managed to get outcomes that are “just right”.
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Amundi Pension Fund Letter N 10
Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy. As Nobel Prize-winning economist Robert Shiller points out in his book, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events”, stories and images are created around new economic events1. In some cases, these stories are memories of the past and their spreading can have major implications regarding performances of economies and financial markets.
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Creating Resilient Pension Portfolios Post Covid-19
Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.
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Awash in Liquidity: Stress-Testing Corporate Balance Sheets
The next stage of the recovery may put increased stress on some sectors and many firms…
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Your Questions Answered by Impact Opportunities
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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Electric vehicles: reaching a tipping point
Automakers were placed under considerable pressure this year by global lockdowns that brought the industry to a standstill. Yet even amid the coronavirus-induced turmoil, firms have continued to spend considerable amounts on electric vehicle (EV) technology. Why is this, and how are automakers positioning themselves for an all-electric future?
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Pandemic scrutiny brings purpose to the fore
Government support for companies during the Covid-19 pandemic has demonstrated why all businesses need to maintain a social licence to operate underpinned by a corporate purpose.
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Getting Smarter Around Disruption
With innovation continuing to pave the way through the digital revolution of today, consumers and investors alike have wanted to know what could become the “next big thing” across industry sectors. As more and more groundbreaking business concepts continue to enter the market, one might wonder what is it about an idea or concept that makes it truly disruptive? And what is the thought process behind it?
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Darker Tunnel, Brighter Light
The broad flow of economic data has been stronger than expected across Europe and the United States, even as much of Asia continues to recover.