All White papers articles – Page 221
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White papersThe ABCs of the Delta Variant: Anxiety, Boosters and Communication
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papersTrading the Vaccine Curve
Today, as many economies approach the final stages of their COVID-19 vaccination programs, unlocking activity hard hit by lockdowns, their experience provides an important guide for investors as to how other countries, further behind with their vaccination programs, may perform in coming quarters.
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White papersEurope’s Openness Leans against its Productivity Headwinds
PGIM Fixed Income explain the benefits seen by the European Union as it continues to operate as the world’s most open economic region. Read how this competitive backdrop helps improve productivity and growth.
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White papersClimate emergency: The state of the planet
The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.
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White papersEuropean Real Estate: To Build or Not to Build?
Higher build costs and longer construction periods pose a potential headwind for profits. But in select markets, developers have the ability to charge a premium rent and potentially exceed required returns.
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White papersThe going gets tough: Can heavy industry decarbonise?
Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on…
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White papersRetail – a post-pandemic lease of life?
2020 was considered the retail sector’s annus horribilis as COVID-19 led to a global consumption shock as shops closed their doors because of national lockdown policies.
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White papersChina: Red Moon Rising
China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds.
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White papersAsia Game Theater Update: Long Chinese Equities
We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility.
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White papersChina Policy Moves Strengthen the Case for the Local Market
China’s regulatory reforms may be disruptive in the short term, but we see long-term positives.
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White papersOn Post-Pandemic Growth and Inflation
Ed Perks examines the factors should likely support economic growth, and how he views inflation.
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White papersShould Today’s “Buy the Dip” Equity Trend Guide a Multi-Asset Strategy?
Under normal circumstances, most investors are momentum chasers and liquidity takers. They buy when markets do well and sell on the way down. But the last 18 months have been far from normal for just about everything, especially investors’ equity buying and selling habits. The buy-low/sell-high paradigm has been uniquely tested in 2021, and investors are jumping in during selloffs almost as enthusiastically as during rebounds.
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White papersWhat to Expect When You’re Expecting a Taper
Many investors, perhaps scarred by 2013’s “taper tantrum,” are focused on the likelihood that the Federal Reserve will start reducing its bond purchases in the next few months. We don’t think the taper will be disruptive—the Fed has learned from the market’s adverse reaction to that surprise policy turn. But we do see a taper coming soon.
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White papersVotes for change
This voting season saw a notable increase in shareholder resolutions seeking a vote on climate transition plans, and proposals for racial equity audits.
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White papersSoutheast Asia’s internet economy: On a fast track
This issue of Trends Reinforced explores investment opportunities in Southeast Asia’s internet economy.
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White papersTime Is Money - Restoring Investor Confidence in Long-Term Cash Flows
As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations.
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White papersInflation Starts Trending Down (Slowly)
After weeks of markets pricing in our slower-growth scenario, the strong U.S. employment report kicked off a slight shift in the narrative.
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White papersThe More Things Change, the More They Stay the Same
Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.
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White papersSalary or sick leave – the impossible choice
In the fifth article in our series about the social impacts of the pandemic, Emily DeMasi looks at how the lack of national paid family and medical leave policies in the US has contributed to widening inequalities.
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White papersSiemens Energy case study
Siemens Energy is addressing the challenges of the climate transition by setting science-based emissions reduction targets.
