Latest White Papers
Events over the past year have heightened our conviction that we have entered a new macroeconomic regime, fundamentally different from the past few decades in which globalization and the technology revolution created very benign market and economic conditions.
Infrastructure is what civilization is made of. If culture is the software, infrastructure is the hardware. We are now in the midst of formidable challenges and innovative technologies converging to create an unprecedented opportunity to build the infrastructure of tomorrow.
Invesco's new research examines the evolving role of defined contribution (DC) plans as the largest source of retirement income for most workers.
Studying the past behavior of a range of ESG approaches and intended outcomes through the lens of Morningstar Indexes can help investors navigate the growing complexities of incorporating ESG objectives into the investment process and guide sustainability-focused investors going forward.
A handful of interrelated primary factors combined to create a challenging market backdrop over the past year. Looking ahead, Fidelity's Asset Allocation Research Team (AART) provides its perspective on the five key trends investors should be watching and discusses potential investment opportunities this year.
Dislocations breed opportunity. As active fixed income managers, we look past the noise and focus on fundamentals and valuations.
For many sustainable investors, it’s all about impact. Whereas environmental, social, and governance-based investments often focus on material financial risks that affect companies, impact takes the opposite vantage point: How can investments help improve the world? More than $1 trillion worldwide has been allocated by investors to address challenges like climate change and poverty, while simultaneously pursuing financial return.
Much recent fear mongering about banks ignores the value of their deposits. We explain why that is at best inconsistent – but also not cause for complacency.
The 2023 Robeco Global Climate Survey reveals that investors are broadly keeping the faith in trying to combat global warming. Moving from aspiration to implementation – they are integrating net zero pledges in portfolios, assisted by tools such as climate benchmarks.
Market cycle arcs persist until completed, and there is still a long way to go in favor of value in this current market cycle.
EDHEC research explores what integrated assessment models can tell us about asset prices, constructs climate news indices, explores the measurement of transition risks, the performance of green investments, the limitations and potential of long-term climate scenarios, and more.