Latest White Papers
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White papersGrowing investment opportunities amid bank deleveraging trend
The structural need for European banks to deleverage, particularly with new capital rules under Basel IV coming into effect from 2025 (dubbed as the Basel “Endgame”), is incentivising banks to engage in ‘risk-sharing’ regulatory capital solutions like Significant Risk Transfer and other asset solutions such as Specialty Finance trades. As banks double-down on capital relief and balance sheet optimisation, this is creating an attractive and unique entry point for investors to gain exposure to the core, yet ‘harder-to-access’, parts of bank balance sheets and earn potentially attractive risk-adjusted returns.
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White papersRegulation set to supercharge push on plastics
Voluntary plastic goals have yielded little meaningful change on plastic production and recycling. But forthcoming regulatory changes will heighten both the risks and opportunities companies – and investors – must navigate.
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White papersGlobal growth forecast revised higher, again
”As long as inflation is not resurging, better growth should support equities. We favour a diversified global approach and selective stories, such as India.”
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White papersPositive Stock-Bond Correlation: Prospects & Portfolio Construction Implications (April 2024)
As part of PGIM IAS’s ongoing research on strategic portfolio construction, we have explored the macro drivers, global linkages, and portfolio construction implications of stock-bond correlation in a series of papers dating back to 2021.
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White papersIndia: Unlocking the potential
In this latest Global Macro Shifts, India offers new economic and investment advantages, as both long-term reforms and recent, post-pandemic changes in the global economy combine fortuitously, according to Templeton Global Macro.
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White papersStay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
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White papersAsset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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White papersMapping global elections and what this means for investors
It’s a defining 12 months for the world we live in today and wake up to tomorrow as billions of people across more than 50 countries head to the polls in 2024, although not all national elections will be free and fair. Romil Patel looks at some of the key votes from the world’s oldest to its largest democracies, as well as emerging markets – and what this means for investors.
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White papersClean Energy – Cyclical Opportunity For Long-Term Investments
Investments in clean energies have rarely been more attractive. The urgent need to tackle climate change is becoming increasingly apparent. Both the public and political decision-makers are well aware of the environmental challenges.
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White papersMacroeconomic and financial market forecasts - April 2024
Macroeconomic forecasts as of 12 April 2024
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White papersMacroeconomics, Geopolitics, and Strategy - April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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White papersCross Asset Investment Strategy - April 2024
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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White papersAmundi Asia Responsible Investment Views 2024
Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
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White papersThe new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papersECB’s next move should be a rate cut
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
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White papersA window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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White papersGold: “Things are now in motion that cannot be undone…”
A false sense of security as the economic cycle appears to be returning to ‘normal’. It’s not.
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White papersCutting to the chase on ESG
In this study we conduct a thorough analysis of the performance metrics associated with the sub-criteria that comprise environmental, social, and governance (ESG) pillars, focusing on equity markets.
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White papersCash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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White papersEmerging Market Debt Outlook: Opportunities Amid Uncertainty
2024 is already shaping up to be a year of considerable uncertainty. The first quarter has given us a taste of that with a sharp reversal of expectations for the US economy and the monetary policy plan of the Federal Reserve.
