Content (151)

  • investment outlook hero

    White papers

    Investment outlook

    2024-07-11T11:42:00Z

    At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.

  • 1348950_Megatrends-Transformative Tech_hero_1380x800

    White papers

    Megatrends: Transformative technology

    2024-07-11T11:18:00Z

    Artificial intelligence (AI), specifically generative AI (GenAI), is poised to affect virtually every sector of the global economy and transform the workforce. 

  • Climate inclusion- driving the transition for low income consumers

    White papers

    Climate inclusion: driving the transition for low income consumers

    2024-07-11T11:15:00Z

    Climate change is poised to disproportionately impact low-income and vulnerable populations. Global temperature increases, increasingly severe storms, and irregular patterns of drought and rainfall are estimated to push up to 130 million people into poverty by 2030. By 2050, as many as 200 million may be forced to migrate1. This highlights the universal nature of climate change; it doesn’t respect borders, impacting vulnerable regions and populations regardless of where emissions originate.

  • 1450894_GettyImages-935919264_Widening cracks_Hero 1380x800

    White papers

    2024 midyear outlook: Widening cracks in the investment landscape

    2024-06-25T13:31:00Z

    “Step on a crack, break your mother’s back” conjures up images of children playfully jumping over gaps between sidewalk squares. As grownups, we can indulge such youthful superstitions as harmless. As investors, however, we recognize the very real risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. This is the challenge we’re facing midway through 2024.

  • Best ideas across asset classes

    White papers

    Best ideas across asset classes

    2024-06-25T13:26:00Z

    A combination of global economic resilience and strong corporate earnings has propelled equity markets higher over the first half of 2024. This upward move has been accompanied by less favorable valuations, which (combined with uncertainty surrounding central bank policy) leads us to stick with a neutral view toward global stock markets. 

  • 2024 Midyear Outlook- Portfolio construction themes

    White papers

    2024 midyear outlook: Portfolio construction themes

    2024-06-25T11:39:00Z

    Navigating today’s investment landscape has become tougher, as widening cracks in the economy present tripping hazards or cause investors to stray from their long-term path. 

  • 1363595_web_EQ_Spoke1_v1

    White papers

    From stability to agility: nine implications for a new investment landscape

    2024-06-07T11:34:00Z

    In the post-great moderation world, institutional investors are facing a radically new environment. The underlying assumptions that have driven many investment strategies over the last 40 years must be reexamined. This paper explores nine implications that can help empower investors with the agility needed to navigate the uncertainties of the new economic environment. 

  • The appeal of private assets in 2024

    White papers

    The appeal of private assets in 2024

    2024-04-04T12:27:00Z

    The macro environment in 2024 will likely spur demand for private assets from all types of investors in our view. In this higher-for-longer environment, private assets could continue to be a compelling source of risk-adjusted returns, income and diversification.

  • Portfolio construction themes

    White papers

    Portfolio construction themes

    2024-04-04T11:20:00Z

    Like surfers bobbing in the ocean as they look for the perfect wave, many investors today believe better conditions will come if they just hold out long enough. But delaying too long could mean missing the ride entirely. 

  • The economy and markets

    White papers

    The economy and markets

    2024-04-04T10:54:00Z

    The risks of a U.S. and global recession have receded considerably after appearing elevated last year. Despite expectations for a material slowdown in growth over the course of 2023, economic data broadly surprised to the upside. Instead of flatlining, the U.S. economy grew more than 3%, while China expanded by over 5%. Both results outpaced consensus expectations. 

  • Financing the energy transition

    White papers

    Financing the energy transition

    2024-04-04T10:50:00Z

    Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit as a result.

  • 2024 2Q outlook- Adapting to high tide

    White papers

    2024 2Q outlook: Adapting to high tide

    2024-04-04T10:44:00Z

    Originally written and recorded by a Jamaican trio in 1967, “The Tide Is High” made its biggest splash with the now-classic 1980 cover version that topped the charts around the world. Thematically simple, the song’s familiar chorus acknowledges challenging circumstances while expressing the narrator’s resilience (“I’m holding on”). It’s an apt soundtrack for today’s investors as they acclimate to a high-tide environment of their own.