All Commentary articles – Page 102
-
WebinarInvesting Through Climate Risk
Across every asset class, investors are facing the reality and urgency of climate change and its associated risks.
-
White papersInfrastructure in the post-pandemic world - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
-
White papersRecovery, risks and relationships
While interest rates are likely to creep up in the short term, the long-term structural impacts that have kept rates so low for so long are still in place.
-
White papersFixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.
-
Research ReportReal Estate Outlook – Global, Edition 4 - 2021
Economies slowed in the third quarter, hit by supply-chain constraints and the Delta variant of COVID-19, while inflation accelerated.
-
VideoSolving for 2022: Erik Knutzen on Macro
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
VideoSolving for 2022: Brad Tank on Fixed Income
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
VideoTen for 2022: Anthony Tutrone on Alternatives
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
VideoTen for 2022: Suzanne Peck on Private Wealth
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
White papersWhat does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
-
White papersLooking into 2022 with Federated Hermes
Global markets have seen significant volatility in 2021 driven by price inflation, expectations for interest rates, commodities shortages and covid-19 variants.
-
White papersLessons from COP26: Why lasting impact of summit should be judged on COP27 commitments
Empty talk needs to be replaced with concrete agreements and targets, says Vicky Sins, climate and energy lead, World Benchmarking Alliance
-
White papersIs This the Start of a Labor Force Liftoff?
Volatility amid the Omicron variant continues to dominate, including new restrictions in the U.K. that led the pound to hit new YTD lows.
-
White papersOmicron, Pi, Rho…
Omicron will not be the last variant that surfaces, especially with about half the Greek alphabet still unused. Much is still unknown about the risks, but they add another level of complexity to the outlook.
-
White papersEconomic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the “top-down” and “bottom-up.”
-
White papersSolving for 2022: Joseph Amato on Equities
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
White papersFed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious
US consumer prices jumped by 6.2% in October, their highest level in 30 years! Deteriorating inflation data have pushed markets towards forecasting a faster pace of tapering and a more rapid removal of accommodation in 2022. We expect the Fed to act gradually as Covid remains a major risk and as the Fed would like to see a higher participation rate.
-
White papersMarket Scenarios and Risks - December 2021
We change the narrative and the probabilities of the scenarios in line with our 2022 Outlook. The central scenario assumes that Covid becomes endemic with multiple waves albeit manageable, fiscal levers remain significant and tied to monetary policy and growth comes back to potential in 2023.a
-
Research Report2022 outlook: Slower. But still pretty fast.
The current economic cycle isn’t ending, but conditions are getting more difficult and returns are going to be tougher to come by.
-
White papersOur best investment ideas
Broadly speaking, valuations across public equities around the world appear full, but we see opportunities across sectors and markets. We expect valuations to be relatively flat next year.
