All White papers articles – Page 325
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White papersFive reasons why EM equities could power ahead in 2021
Has the tide finally turned for emerging markets equities after a decade of trailing US markets? It’s a question we often hear. After two consecutive years of solid gains for the benchmark MSCI Emerging Markets Index, emerging markets appear well positioned for further growth. The US dollar has weakened, commodity prices have firmed, US-China trade tensions may simmer down and there are a number of investible opportunities that could allow investors to take advantage of a potential cyclical recovery in global markets.
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White papersLooking forward to a sustainable 2021
In 2021, BNP Paribas Asset Management aims to build out the pillars of its approach to sustainable investing, extending the integration of environmental, social and governance (ESG) criteria in investment processes, says Jane Ambachtsheer, Global Head of Sustainability.
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White papersUK living: Accelerating the work-life balance
The decision to rent, expand living space, or move closer or further from work, has always been driven by individual social circumstance. However, we believe the pandemic has altered the tipping point of that decision, based around a more flexible approach to home working.
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White papersWebinar | Asset Allocation Committee Outlook 1Q 2021: A Tentative Recovery
“Investors who can tolerate volatility for the next six months or so could take the AAC’s views as a signal to bound out of the sickbed and fully embrace risk. The rest of us may do better by continuing to give portfolios the TLC they need: taking risk judiciously and in a balanced way.”
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White papersBuilding back better: The path to net zero
While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a cleaner, safer and sustainable world?
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White papersRates Markets Are Normalizing
It is far too early for taper talk, in our view, but the bias of risk is still toward higher rates to come.
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White papersEM Debt: Where is the Value Today?
Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and fluctuating currencies may influence the picture, and the increasing role that ESG is playing in identifying winners and losers.
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White papersItaly: ECB’s Umbrella To Protect Bond Market, Despite Uncertain Political Situation
On 13 January, Italia Viva – a minor coalition partner led by former Prime Minister Matteo Renzi – pulled out of the ruling coalition, leaving the government short of a majority in the Senate. However, we believe that snap elections are unlikely for now.
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White papersFound in space: how markets could make contact with reality in 2021
This month, Fiorino looks to the stars for an alien-eye view of Earthly financial conditions…
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White papersThe Blue Wave & The Bond Market
The most notable event shaping the U.S. bond market to start the New Year was the outcome of the Georgia Senate races.
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White papersAn Investment Scorecard for the Biden Administration
History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?
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White papersIG Credit: Can the Strong Performance Continue?
After a rollercoaster year, IG corporate credit ended on a high note. But all eyes are on the months ahead, and whether we could see a reversal of some of the trends that buoyed the asset class in 2020.
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White papersGLP Exceeds Target with a €1.6 Billion Equity Raise for GLP Europe Income Partners II
Firm has added approximately $16 billion of AUM to its logistics strategies over the last 12 months
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White papersGlobal Emerging Markets: country allocation review 2021
Fiscal and monetary stimulus programmes across the world buoyed global markets in 2020 with encouraging Covid-19 vaccine trial results providing an end-of-year boost for investors. However, macroeconomic data is mixed: there has been a lower-than-expected improvement in the service sector and inequality is rising.
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White papersIs a Blue Wave Enough to Deliver Blue Skies?
Disappointing U.S. employment suggests slowing momentum amid rising cases, but growth is expected to pick up on the backs of greater potential fiscal stimulus and vaccine deployments. Improving data in China confirms the PBOC can pursue its path of less accommodative policy.
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White papersReal assets net zero pathway: Our strategy to achieve net zero by 2040
Our strategy to achieve net zero by 2040
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White papersResponsible Investing And Stock Allocation
We analyze the portfolio choices of approximately 913,000 active participants in employee saving plans in France. Looking at the cross-section of equity exposure, we find that the inclusion of responsible equity options in the menu of available funds is associated with a 2.1% higher equity allocation by plan participants.
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White papersEuropean insurers: the case for going global in the credit allocation
In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets. However, many then put a stop to this diversification due to high hedging costs. In the context of the Covid-19 outbreak, the Fed cut rates to post-Lehman lows. Consequently, euro and dollar interest rates converged significantly, reducing hedging costs and making a case for broadening the investment universe from a European to a global base more attractive.
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White papersGlobal Equities case study: Vonovia
In our latest case study direct from our Global Equities portfolios, we examine the favourable ESG attributes of current holding Vonovia, a German real estate company.
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White papersWhy Consider Logistics Real Estate?
Driven by several underlying trends, the segment is establishing itself as a promising defensive asset class and there is a premium on small-scale logistics.
