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Article | Investments Quarterly ideas Exchange

Investments Quarterly ideas Exchange – Q1 2022

March 10, 2022

Quarterly compilation of thought leadership for institutional investors.
Investments
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The first 2022 edition of QiX features our annual Global Investment Outlook, which provides our views on global markets and economies under the three pillars: prosperity, inclusive growth and climate transition. This issue also highlights insights on the impact of hybrid working models on real estate investments, de-carbonisation based investment strategies, and four major issues with disorganised climate transitions that need to be addressed. Set aside a little more time, and watch a masterclass on Global Equities.

  1. 01

    The demise of the office may be premature

    As the industry considers what the hybrid working model will look like in practice, we explore what this means for the future of the office and the subsequent impact on real estate investments.

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  2. 02

    Missing the Wood for the Trees

    Find out what role nature-based solutions play in the de-carbonisation challenge, the evolution of carbon pricing mechanisms, and how we can manage risks associated with future emissions.

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  3. 03

    The risks from disorganised climate transitions

    While central banks and regulators have attempted to categorise the transition scenarios into organised transitions and disorganised transitions, we provide our thoughts on the four major issues with disorganised transitions that need to be addressed to evaluate adequately for potential for financial risks.

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  4. 04

    Global Investment Outlook 2022

    Our annual Investment Outlook covers what investors need to consider through the multiple interactions between the three pillars: prosperity, inclusive growth, and climate transition. Identify which of the three pillars poses the greatest risks and opportunities as we explore each pillar in more depth, with supporting data and interactive charts.

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  5. 05

    Masterclass on Global Equities

    In this Asset TV Masterclass, Fabio Cecutto, our Head of Global Equity Manager Research, along with other industry experts, discusses how rising inflation affects pension schemes and how they use stress testing based on models of historical experiences.

    Watch now 
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