All Commentary articles
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White papers
In conversation with Fabiana Fedeli
An ‘optimist who plans for the worst,’ Fabiana was named one of the 100 Most Influential Women in Finance in 2022 by Financial News. Here, M&G Investments’ Chief Investment Officer for Equities, Multi-Asset and Sustainability, tells Antonia Oprita about her love for markets and why she thinks of herself as a ‘data junkie’.
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White papers
How can human-robot interactions benefit financial decision-making?
“Our research showed that after using the robo-advisor, individuals were more inclined to invest in equities and follow the robo’s recommendations in rebalancing their portfolios towards their target allocations. These enhanced choices led to higher risk-adjusted returns.”
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Podcast
Steve Eisman: From The Big Short to the Long Way Home
In 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded.
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White papers
IPM monthly blog – Edition June 2024: Our monthly insights into private markets
Commencement of interest rate cuts to support market
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White papers
Today’s healthcare treatment, tomorrow’s healthcare innovation
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. We see the life sciences industry as well positioned to benefit from structural trends.
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White papers
Prompting AI: Can Better Conversations Drive Better Investment Research?
A richer dialogue between human experts and large language models may improve outcomes.
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White papers
Investment Perspectives Mid-Year 2024 Outlook: Descent from the peak
Where could investors discover opportunities as we approach the descent from peak interest rates? At the mid-way point of 2024, our CIOs and investment teams across Equities and Multi-Asset, Fixed Income and Private Markets bring you their views on the current investment landscape, look beyond the ‘noise’ and map the potential routes for success amid heightened volatility.
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White papers
Five Structural Themes Driving Real Estate Investment
Commercial real estate demand and performance are driven by cyclical and structural factors. Cyclical factors, such as interest rates, consumer spending and employment, vary with economic cycles.
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White papers
Economic Monthly: Strength or Softness?
Consumers have still not run out of runway. Despite having burned through the famous “excess savings” from pandemic-era stimulus, and despite a softer labor market, we continue to see consumers willing and able to spend. As we elaborate below, continued credit availability, investment spending and the labor market provide enough space for households to maintain their spending habits for the next several months.
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Video
Fixed-income outlook: Shifting opportunities for bond investors
You don’t need interest rates to go down to succeed in fixed income, but you do need to look closely to find relative value.
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Asset Manager News
Infranity (Generali Investments) Breaks Through €10 Billion Mark in Assets Under Management, powered by unique business model.
Infranity, a leading European infrastructure investment platform and part of Generali Investments, today announces it has surpassed €10 billion in Assets Under Management.
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White papers
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
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Blog
The Weaponization of Statecraft and its Investment Implications
While the use of statecraft has been a prominent feature of all global orders, the frequency and potency of its deployment has never been higher than in the current geopolitical environment.
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White papers
Will Productivity turn global growth around?
“If these trends continue, global growth over the next decade would likely be sub-3%, compared to just under 4% in the two decades before the pandemic.”
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White papers
PM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
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White papers
Allocation Views: Step to the sidelines
Our Franklin Templeton Investment Solutions suggests the outlook for global economic activity remains constructive and should support moderate return prospects for riskier assets in the medium term.
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White papers
It All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
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White papers
India’s election outcome and its economic implications
India has recently concluded a national election, one which has taken place over the past six weeks and has seen nearly 650 million people flock to the polls to elect India’s political leadership over the next five years. The country officially announced its elections results on 4 June, the turnout was quite high with 66.3% of voters participating.
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White papers
Redefining real assets: Megatrends and their impact on investment strategies
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. These long-term, structural changes increasingly drive the demand and supply of real assets – natural capital, real estate and infrastructure.
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White papers
Redefining real assets: The Megatrends series
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. Megatrends play out slowly and are inherently difficult to disrupt. But over the last few years we have seen a period of unprecedented change.