White papers - all assets – Page 79
-
White papers
Low volatility, the hidden factor
Robert Haugen, who discovered the low-volatility anomaly (low vol) in 1972, wrote numerous articles and books to try to popularise what he called the ‘hidden factor’. To some extent, it was only the advent of smart beta investment strategies that turned his dream into reality, as low vol is central to the smart beta approach.
-
White papers
Private Credit: An All-Weather Asset Class
As private-credit markets continue to expand in size, choice and sophistication, we believe they should play an important role in well-diversified investment portfolios.
-
White papers
Companies and Climate change - A research application of the AIIB-Amundi CCIF*
The 2015 Paris Agreement represented a watershed moment in the global response to climate change. It required countries to commit to Nationally Determined Contributions (NDCs), outlining and regularly revising a strategy for how they will reduce greenhouse gas emissions, as well as adapt to the changing climate.
-
White papers
Engagement case study: Pfizer
Pfizer, in response to investor feedback, published its “Industry associations – Report on incongruencies” which provides greater transparency into how its public policy positions are aligned with the trade associations of which it is a member.
-
White papers
Impact Opportunities Equity Q1 2023 report: The electric revolution
In our latest quarterly update, we consider the future of the electric revolution and ask: Is the EV market at an inflection point? Looking forward, what will prove the best way to play this theme?
-
White papers
Emerging markets debt: Clouds of political uncertainty set to lift
After a positive start to 2023, emerging market debt investors should keep an eye on four key elections this year, which may create further opportunities in the asset class.
-
White papers
SDG Engagement Equity Q1 2023 case study: Brunswick Corp
In our latest case study we look at how Brunswick, a leader in the recreational boating industry, can help drive efforts to reduce the negative impact the boating industry has on the marine environment around the world.
-
White papers
Banking woes take centre stage
We reflect on a tumultuous week in the banking sector as markets take stock of UBS’s bailout of Credit Suisse. Amid echoes of the past, our experts ask: is there more to come?
-
White papers
Paradise: a development without the divide
Our Q1 real estate case study looks at a 17-acre regeneration scheme that helped revitalise the centre of Birmingham and has a focus on delivering both a financial and a social return.
-
White papers
Markets take a breath after a week of turmoil
Markets stepped back from the brink this week, following intense stress engulfing Credit Suisse and European banks.
-
White papers
Multinational companies can thrive in tough times
As a portfolio manager, I invest in many large, multinational companies. The most common question I get these days is whether I am worried about the impact of de-globalisation. The risks are clear: rising US-China tensions, the war in Ukraine, increasing trade barriers, broken supply chains, a painful bear market and a slowing global economy.
-
White papers
Climate change: Ignore China at your own peril
China has a vital economic self-interest in tackling climate change according to Marcus Weyerer, Senior ETF Investment Strategist, and it is not by accident that in recent years the government has taken a global lead in the matter.
-
White papers
Turning, Not Re-Turning
It makes sense to prepare for the turning point in this cycle—but not by returning to the winners from the last cycle.
-
White papers
Systematic Fixed-Income Investing Comes of Age
Bond investors have been challenged by heightened volatility and big drawdowns in the aftermath of the pandemic. In response, investors are increasingly seeking systematic strategies, which can generate active returns while mitigating risk and charging competitive fees. In this paper, we explore the principles, processes and benefits of a systematic fixed-income strategy, an investment approach whose time has come.
-
White papers
Colgate-Palmolive case study
Following nearly two years of engagement as the lead for the Climate Action 100+ (CA100+) collaborative engagement with Colgate-Palmolive, the company published its first report aligned with the Task Force on Climate-related Financial Disclosures’ (TCFD) recommendations.
-
White papers
Biodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
-
White papers
Crunch Time
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
-
White papers
Market volatility and developments in the banking sector
What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally? Check out highlights from our most recent discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
-
White papers
A rocky net zero pathway
In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path. Security, affordability (in volume and prices) and sustainability of the energy supply were challenged, driving the need to diversify the energy supply mix.
-
White papers
Fintech equities: are investors neglecting cybersecurity risk?
Cyberattacks can disrupt corporate operations, compromise customers, damage credibility and draw regulatory fines – weakening the bottom line and therefore fundamentals. In this white paper, we ask: are equity investors accurately pricing-in the impact of hacks on stock prices?