2023 Top 500 ranking: 8
The perspective of a turnaround in monetary policy is not going to vanish, and the tapering topic will be back probably sooner than later.
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“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
There is a wide variation between investors in terms of the degree to which responsible investing and ESG considerations are integrated into investment approaches. Geography is a key factor of differentiation, as the degree of social norms in a country influences local investors’ focus on responsible investment. As an illustration, institutional investors in Europe have a relatively high sensitivity to sustainability investing, while the situation is more heterogeneous in the US, where the debate on ESG matters is politically tainted.
In what turned out to be another volatile year, credit markets remained resilient in 2023, posting both positive excess and total returns. Looking at 2024, there is room for more optimism in the credit space, with expectations for strong total returns and continued demand from investors seeking high-quality duration and longer-maturity investment solutions, supported by anticipated interest rate cuts by major central banks.
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