Industry Voice
- Banking
Industry Voice: 2023 – Sizing the slowdown
Indeed, macroeconomic headwinds remain. Investors remain hopeful that UK inflation has peaked, but continue to balance the prospect of surging…
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Industry Voice: Wellington Management’s 2023 ESG & Sustainability Outlook
This is an excerpt from our 2023 Investment Outlook, in which specialists from across our investment platform share insights on…
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Industry Voice: The Investment Opportunity in Travel Agency Shares
Travel agencies include both conventional brick-and-mortar agencies and online travel agencies or OTAs. Brick-and-mortar travel agencies typically offer more…
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Industry Voice: Will the global airline industry provide investors with upside in 2023
Commercial airlines in the U.S. have returned to profitability in 2022, with EBITDA for the Big Four carriers (American, United,…
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Industry Voice: How can nuclear be integrated into sustainable portfolios?
Energy underpins our civilization and is vital for the survival of society. It is needed to heat and light up…
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Industry Voice: Adapting to a New Investment World
Introduction: 2022—A Difficult Year for Investors This year has been disappointing for investors in public markets. Equity and fixed income…
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Industry Voice: Impact measurement and management – addressing key challenges
As impact investing gains traction, investors, regulators and end clients are placing greater scrutiny on impact measurement and management (IMM).…
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Industry Voice: Active vs passive investing – how the debate stacks up
A quick re-cap on active vs passive investing Active managers make investment decisions in an effort to outperform their benchmark,…
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Industry Voice: Decarbonization – The way ahead for infrastructure.
Executive Summary The world is undergoing a remarkable transformation right now, greatly accelerated by the energy transition, coupled with an…
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Industry Voice: Is your sustainable equity allocation appropriate for today’s environment?
Sustainable investment approaches encompass an increasingly broad spectrum, ranging from negative screening to pure impact strategies. Each of these may…
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