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Video: ESG Trends in Asset Management, leading asset managers point to significant opportunities

March 15, 2021

Video: ESG Trends in Asset Management, leading asset managers point to significant opportunities

Region:
International
dbInSights - public
Topic:
Sustainability
Analyst:
Brian Bedell
Watch video 
Participants: T. Rowe Price, Invesco, and Federated Hermes Moderator: Brian Bedell, US Asset Manager Research Analyst This session was conducted as a panel with Sustainability leaders at T. Rowe Price, Invesco, and Federated Hermes. It covered panelists’ view on the success and challenges of integrating ESG considerations within their investment processes across a wide & diverse array of investment strategies, how third-party ESG data is used with development of proprietary analytics in combination with active management to generate alpha, what the prospects are for ESG demand to accelerate in the US and what types of investment products & solutions are developing the most demand. From the dbAccess ESG Conference March 2021. [more]

More documents contained in "dbInSights - public"

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Video: EU Steel Outlook 2022

December 20, 2021
Region:
International
Analyst:
Bastian Synagowitz
dbInSights - public
42
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
43
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]

Video: EU Transport and Airlines Outlook 2022

December 8, 2021
Region:
Europe
Analyst:
Andy Chu
dbInSights - public
45
In Freight, Logistics and Container Shipping, we think 2022 will be a record year for earnings and FCF. With corporate balance sheets in good shape we see scope for significant shareholder returns we expect freight demand to be led by an inventory re-build and not the consumer. In Airlines & Airports, the latest travel restrictions will clearly mean some lost revenues and the return of booking hesitancy this winter. Medium-term, however, expectations are unlikely to have to change given pent-up demand for travel and the restructuring that’s been done, supporting valuations. [more]

Video: Outlook for European Banks 2022

December 6, 2021
Region:
International
Analyst:
Benjamin Goy
dbInSights - public
46
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]

After COP 26 – the burden shifting to corporates?

November 16, 2021
Region:
International
Analyst:
Luke Templeman
dbInSights - public
48
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]
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