Examines rising existential dangers for funding concerns
BOSTON and TORONTO, October 24, 2022 /PRNewswire/ – Manulife Funding Administration in the present day launched its newest World Intelligence report, highlighting new analysis from the agency’s funding groups throughout private and non-private asset courses. Titled “Historic Headwinds”, the report explores matters associated to among the greatest challenges of 2022, from Russia invasion of Ukraine and hovering inflation in rural banking deserts and pandemic-related structural modifications. Key themes embrace world meals safety, political instability, carbon offsets, local weather options to the worldwide power disaster and the broader affect on sovereign bond markets, in addition to the function that governments and asset managers property can play to assist fill from Asia to widen the pension earnings hole between the sexes.
“Capital markets are dealing with a confluence of headwinds this 12 months like they’ve by no means been seen in a technology,” mentioned Paul Lorentz, CEO, Manulife Funding Administration. “Whereas we are going to 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 in the present day’s occasions.”
World Intelligence matters embrace:
- Meals scarcity, power 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 upheavals in Europe, triggered by Russia invasion of Ukraine.
- Carbon using credit score is reshaping forest investments—World 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 house owners.
- Meals value inflation: 10 implications—We study the affect of meals value inflation on economies all over the world. 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 embrace rising wealth inequality and heightened geopolitical tensions between developed and rising international locations.
- Constructing Group: A New Have a look at the Function of U.S. Regional Banks—We assess the hole between the status of U.S. regional banks and the wants they serve and element how the providers these establishments present enhance situations for customers and society by facilitating small enterprise financing, serving as an oasis within the banking deserts of predominantly rural areas and filling a essential want in historically underserved banking sectors.
- 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 ladies’s lives are answerable 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 dad or mum firm to serve people, establishments and pension plan members all over the world. Primarily based at Toronto, our industry-leading private and non-private market capabilities are bolstered by an funding footprint that spans 19 geographies. We complement these capabilities by offering entry to a community of unaffiliated asset managers all over the world. We’re dedicated to investing responsibly in our enterprise. We develop modern 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 property, and we imagine in supporting monetary well-being by means of our office pension plans. At this time, plan sponsors all over the world depend on our experience in pension plan administration and funding to assist their staff plan, save and reside a greater retirement. Not all provides can be found in all jurisdictions. For extra data, please go to manuvieim.com.
SOURCE Manulife Funding Administration