Content (72)
-
White papersSecular Outlook 2023 - Asset class return forecasts for the next five years
Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.
-
VideoSecular Outlook 2023 – Asset class convictions for the next five years
Luca Paolini, Chief Strategist at Pictet Asset Management, explains what may drive financial markets over the next five years
-
VideoThe dollar effect on emerging market corporates
Watch to find out what effect the dollar has on emerging market corporates
-
White papersChallenges faced by emerging market corporates
Emerging market (EM) corporations with foreign currency debt found life particularly tough during the decade-plus of dollar strength. Weak currencies put pressure on profits among companies with a domestic focus but with hard currency liabilities. High domestic interest rates make for high costs of funding.
-
White papersHow strong dollar dynamics impacts emerging markets
Years of strong dollar dynamics have had a far reaching consequences for emerging economies, much of it played out in the currency markets.
-
VideoDollar Cycle - The Impact on Emerging Market Bonds
Watch to discover what the dollar cycle impact will be on EM bonds
-
White papersThe stars align for emerging market bonds
The stars are aligning for emerging market (EM) debt. And according to our analysis, there are good reasons to believe these assets – both sovereign and corporate bonds - are on the cusp of an upswing that could last for years to come.
-
White papersInvesting in the sustainable transition
As we move into ESG 3.0, investors will need to look further to find investment opportunities. An area of interest is companies in a process of sustainable transition.
-
White papersBiodiversity: why investors should care
The past 30 years have seen a bigger improvement in human prosperity than all of the past centuries combined.
-
White papersAdding thematic equities to diversified portfolios
Once considered niche, thematic equities have in recent years evolved into mainstream investments. Their ability to transform broad, long-term macro-economic, technological and environmental trends into investments has struck a chord with a growing circle of investors. Even so, questions remain over how to incorporate such stocks within portfolios that use traditional asset allocation frameworks. We propose three broad approaches where investors can incorporate thematic equities in their diversified portfolios.
-
White papersWhy the outlook for bonds is improving
Bonds are poised to deliver better risk-adjusted returns than equities over the next 12 months.
-
White papersProspects for emerging equities are encouraging
Next year is likely to be a relatively lacklustre one for global equities. But that would still be a major improvement on the dismal 2022.
