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Are we at an inflection point for a major advance in ESG fund launches?

September 28, 2021

Are we at an inflection point for a major advance in ESG fund launches?

Region:
International
dbInSights - public
Topic:
Sustainability
Analyst:
Brian Bedell
Watch video 
With demand for ESG products & solutions remaining strong, and asset managers advancing their ESG capabilities, we see asset managers bolstering their dedicated ESG product line-ups at an accelerating pace. We recently caught up with management teams across our coverage of US based traditional asset managers about their recent & planned ESG product launches, perspectives on client demand, as well as their current range of ESG products. [more]

More documents about "International"

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Navigating perilous waters

January 13, 2022
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
97
As we arrive in 2022, there are plenty of storm clouds on the horizon to grapple with: inflation rates in the major economies remain well above target and well above what the forecasting community expected last year; aggregate demand remains elevated; global supply-chains are still clogged; the Covid-19 pandemic continues to fester; and the geopolitical climate is also darkening. The odds of an accident have risen and the likelihood of a soft landing in 2022 requires some favourable assumptions and a modicum of good luck. [more]

Video: EU Steel Outlook 2022

December 20, 2021
Region:
International
Analyst:
Bastian Synagowitz
dbInSights - public
100
2021 was a record year in steel. We expect three key drivers to support an above-average margin environment over the next two to three years: 1) demand growth in Western markets, 2) policy support in places like China (which constrains both output and exports of steel) and 3) inflation at the tail of the cost curve. [more]

Video: Emerging Markets Outlook 2022

December 20, 2021
Region:
International
Analyst:
Sameer Goel
dbInSights - public
101
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [more]

Asia Outlook 2022: Riding the Tiger

December 20, 2021
Region:
International
Analyst:
Bryant Xu, Linan Liu, Mallika Sachdeva, Perry Kojodjojo, Sameer Goel
Thematic Research
102
Asian markets have been much more resilient than the other emerging markets of Central and Eastern Europe Middle East and Africa (CEEMEA) and Latin America in 2021. Whether this endures in 2022 will be determined by whether US equities can withstand the Fed raising rates (tightening), renminbi stability can continue, and benign inflation in Asia can last. [more]

World Outlook 2022-23: Dodging the Tempests

December 17, 2021
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
103
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom. [more]

Video: Outlook for European Banks 2022

December 6, 2021
Region:
International
Analyst:
Benjamin Goy
dbInSights - public
106
Inflation is not transitory, in our view. While its destination might be clear, detours and delays are possible -- as highlighted by last week's Omicron sell-off. Nevertheless, at c.8x earnings, the sector is not priced for imminent interest rate hikes, pointing to upside in case of delivery of interest rate hikes -- the key theme for the sector in 2022. [more]
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