White papers - all assets – Page 235
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White papers
TikTok on the Clock, Now Don’t Let Fiscal Stimulus Stop
TikTok may be the tip of the iceberg as the U.S. recommends tech companies remove Chinese apps from their app stores. Uncertainty around the next stimulus package may continue to weigh on consumer spending as we expect weaker data for July.
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Investing In Innovation
Change is happening rapidly, active management helps us identify and capitalize on significant inflection points.
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Credit investing in the coronavirus era: 360°, Q3 2020 - August 2020
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Brunswick to create positive impacts on society.
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White papers
Fighting infection – animal welfare and antimicrobial resistance
The coronavirus has highlighted the importance of being well prepared to respond to emerging global health threats. In the fourth article in our pandemic series, Dr Emma Berntman looks at animal farming and the growing risk of antimicrobial resistance (AMR).
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White papers
Taking savings seriously
A penny saved may be a penny earned, but you still have to save it, and this is a task that’s getting harder and harder in today’s complex financial world. That’s where the Asset Allocation team of the Quantitative Research Group (QRG) at BNP Paribas Asset Management comes in. It seeks to give clients access to all possible financial tools with which they are most likely to secure and increase their savings over the long term.
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White papers
Taming the Golden Geese (Without Killing Them)
After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
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White papers
A Strategic Investment Case for Core European Property
COVID-19 has devastated global economies, challenging existing paradigms for investors attempting to navigate uncertain times. While identifying investment opportunities is challenging given the dislocation to the economy and capital markets, we examine key attributes of core European real estate and ascertain that a strategic case can be made for its consideration in long-term investment portfolios.
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White papers
COVID-19: Caution is the playbook halfway through the year
More than half-way through what has been an unprecedented and eventful year, now is a good time to take stock of the state of the world economy. It is certainly fair to say that the COVID-19 pandemic is an exogenous shock most forecasters would have struggled to foresee and qualifies as a classic “black swan” event with a very long fat left tail.
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White papers
Perspectives on Emerging Markets Investing
The first half of 2020 witnessed an unexpected shock that unsettled markets around the world and abruptly ended a 10-year, record-long expansion. Emerging market (EM) economies—profoundly distinct and at different stages of development—have weathered the COVID-19 storm better than expected, yet many face longer-term headwinds.
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Using the EU taxonomy as a guide to sustainable recovery
The current COVID-19 induced economic crisis offers companies a unique chance for genuine transformation.
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Cautious Consumers Await Fourth Fiscal Stimulus Bill
U.S. politicians will continue negotiating the next fiscal package. The July employment report will likely be weak due to rising uncertainty, cautious consumers, and greater restrictive measures. Meanwhile, next week’s BoE meeting is expected to strike a bearish tone.
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White papers
A Summer Setback in Jobs Doesn’t Mean a Double-Dip Recession
The odds are rising that July will produce a poor employment report in the U.S. Nevertheless, as long as Congress delivers a fourth stimulus bill that continues to support the incomes of those out of work, the U.S. economy should be able to continue its slow recovery.
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White papers
Vulnerability to Default in Emerging Markets
While emerging markets sovereign defaults are at levels not seen since 2001 this year, rapid policy responses are helping to avoid the worst—furthermore, we believe the corporate default rate for 2020 could be lower than in 2009 or even 2016.
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White papers
Covid 19 And Private Debt Markets
There is no doubt that news surrounding COVID-19 and the fascinating volatility in the publicly traded markets due to this global pandemic have captivated nearly everyone’s attention in recent months. The private credit markets, which tend to be less thoroughly discussed, are similarly dealing with unprecedented dynamics.
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White papers
SDG Engagement Equity commentary: Brunswick
In April, EOS at Federated Hermes published a white paper – Investor Expectations for Global Plastic Challenges. This set out the scale and complexity of the problem and offered investors ways to engage with companies in three key sectors – chemicals, consumer goods and retail.
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White papers
Fixed Income: They Blinded Us from Science
Dr. Sonal Desai unveils the first insights from the new Franklin Templeton-Gallup research project on behavioral response to COVID-19.
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White papers
Global Investment Views – August 2020
As we enter the summer, conflicting forces in major equity markets have led to a period of temporary equilibrium between fear(risk of second wave, low bond yields, high gold prices) and greed (equities rallying as a result of economies reopening). The big question for investors now is: where do we go from here?
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White papers
Public Engagement Report Q2 2020
The Public Engagement Report highlights some of the stewardship activities undertaken by EOS at Federated Hermes on behalf of its clients over Q2 2020.
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White papers
Credit investing in the coronavirus era: 360°, Q3 2020 - July 2020
What is our current view of fixed-income markets? And where do we see the best relative value? In our latest edition of 360°, Andrew ‘Jacko’ Jackson, Head of Fixed Income, and his team of specialist investors considers the areas that have the potential to deliver superior risk-adjusted returns.