Examines rising existential dangers for funding concerns
HONG KONG, October 25, 2022 /PRNewswire/ — Manulife Funding Administration right this moment launched its newest International Intelligence report, highlighting new analysis from the agency’s funding groups into private and non-private markets. Titled “Historic Headwinds”, the report explores subjects associated to a number of the largest challenges of 2022, from Russia–Ukraine conflicts and hovering inflation to rural banking deserts and pandemic-related structural modifications. Key themes embody world meals safety, political instability, carbon offsets, local weather options to the worldwide vitality disaster and the broader impression on sovereign bond markets, in addition to the position that governments and asset managers belongings can play to assist fill from Asia to widen the pension earnings hole between the sexes.
“Monetary markets face a confluence of headwinds this 12 months not seen in a era,” mentioned Paul LorentzCEO, Manulife Funding Administration. “Whereas we’ll proceed to hunt alternatives to construct resilient portfolios for our purchasers, we’re happy to additionally share our funding analysis, which seeks to discover the potential longer-term impacts of right this moment’s occasions.”
International Intelligence subjects embody:
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Meals scarcity, vitality insecurity: assessing the sovereign ESG dangers of the Russia–Ukraine battle—This text examines sovereign ESG dangers, together with second-order financial and socio-political occasions, triggered by the Russia–Ukraine scenario.
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Carbon using credit score is reshaping forest investments—International forestland specialists clarify how the accelerating evolution of carbon markets and the following want to include carbon values are altering the standard reckoning of forestland homeowners.
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Meals value inflation: 10 implications—We look at the impression of meals value inflation on economies around the globe. The article explains why meals safety have to be acknowledged as a serious funding danger with far-reaching financial, social and geopolitical implications. For instance, these results embody rising wealth inequality and heightened geopolitical tensions between developed and rising international locations.
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Constructing Group: A New Have a look at the Function of U.S. Regional Banks—We assess the hole between the popularity of U.S. regional banks and the wants they serve and element how the providers these establishments present enhance circumstances for customers and society by facilitating small enterprise financing, serving as an oasis within the banking deserts of predominantly rural areas and filling a crucial want in historically underserved banking sectors.
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Observe from Asia gender disparities in retirement—This text explores the gender-related challenges and alternatives present in hong kong, Taiwan, Indonesiaand Malaysia that drive gender inequality in retirement, concluding that structural imbalances at each stage of girls’s lives are accountable for monetary challenges later in life.
Extra data and the complete report can be found right here.
About Manulife Funding Administration
Manulife Funding Administration is the worldwide model for the worldwide wealth and asset administration enterprise of Manulife Monetary Company. We draw on greater than a century of monetary stewardship and all of the assets of our mother or father firm to serve people, establishments and pension plan members around the globe. Based mostly at Toronto, our industry-leading capabilities in private and non-private markets are bolstered by an funding footprint that spans 19 geographies. We complement these capabilities by offering entry to a community of unaffiliated asset managers around the globe. We’re dedicated to investing responsibly in our enterprise. We develop revolutionary world frameworks for sustainable investing, collaborate with firms in our securities portfolios and keep a excessive customary of stewardship the place we personal and function belongings, and we consider in supporting monetary well-being by way of our office pension plans. As we speak, plan sponsors around the globe depend on our experience in pension plan administration and funding to assist their workers plan, save and stay a greater retirement. Not all presents can be found in all jurisdictions. For extra data, please go to manuvieim.com.
SOURCE Manulife Funding Administration
