All White papers articles – Page 198
-
White papersOutlook 2022
The heads of our investment platforms welcome the New Year with their views for 2022.
-
White papersPro-invest Group Annual Sustainability Report - FYE 2021
We are pleased to present to you Pro-invest International Asset Management’s (“Pro-invest”, “Pro-invest Group”, “Group”) Annual Sustainability Report for the Financial Year Ending (FYE) 2021 which discloses our efforts, impacts and progress in relation to various areas of sustainability.
-
White papersInvestment Research - Trends for 2022
As worrying new COVID-19 variants emerge, the pandemic is still far from over, while concerns about higher inflation and rising market interest rates persist. Nevertheless, the backdrop for real estate markets in 2022 is one of transition to a new phase of recovery and expansion.
-
White papersSeeing More Clearly Through the “Value Chain Lens”
We focus on the solar energy market to show how a Value Chain Lens helps us to identify the business models and companies most likely to thrive in tomorrow’s economy.
-
White papersThe Most Important Rate in the Whole Wide World
Markets may be missing the importance of record-low real rates, and the potential impact if they start to rise.
-
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.
-
White papersStriking a balance: Risks to growth require “light-touch” policy on inflation
The Franklin Templeton Investment Solutions assesses the likely path of economic growth and inflation through 2022.
-
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.
-
White papersWhere are the Workers?
As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.
-
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.
-
White papersWhere are the opportunities in private equity?
It’s been a bumper period of performance - across the card - for private equity. Our experts explain why returns been so strong and offer their views on what comes next.
-
White papersPrivate Equity Raises Real Estate Money Too Fast to Spend It
U.S. dry-powder stockpile soars 11% to a record $287.8 billion Blackstone deploys $25.3 billion while raising $33.5 billion
-
White papersPredictors of Success in a Greening World
The transition to a green economy is shifting the global competitiveness landscape. As more countries, regions, and corporates commit to net zero targets, capabilities need to adapt to meet the changes in demand for products and skills.
-
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.
-
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?
-
White papersReal estate: why diversification is more than a buzzword
The pandemic has shown the value of a broad asset range and flexible allocation
-
White papersSelect emerging markets set to stand out amid the global tightening cycle in 2022
Templeton Global Macro: the promise of a full recovery in 2021 feels like unfinished business. We expect to get closer to that realized recovery in 2022.
-
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.
-
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.
-
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.
