All Commentary articles – Page 23
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Methane: Heating up
Methane is the second most important gas contributor to climate change after carbon dioxide, but its warming potential is many times greater. Mikhaila Crosby explains why addressing emissions is a key priority.
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Cross Asset Investment Strategy - July/August 2023
The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors. Investors should embrace a dynamic asset allocation (DAA) approach, rethink fixed income and forex investing with a global mindset, pay attention to trends such as Net Zero and the emergence of Asian giants, and be aware of fashionable trends such as AI, while keeping an eye on valuations.
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Passing the stress test
Results from the Bank of England’s (BoE) annual stress test indicate the UK’s largest banks should be resilient in the event of a severe stress scenario.
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Video
A tale of two indices
In our latest video insight, Fraser Lundie, Head of Fixed Income (Public Markets), shares his view on the diverging VIX and MOVE indices, and why he believes the market is at a turning point.
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Fixed Income Outlook – Shifting narratives
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun to ‘break’ the financial system, to imminent recession and imminent rate cuts, to a resilient US economy, to weak domestic demand and deflation in China, and slumping growth in the eurozone amid continued central bank policy tightening.
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Fixed Income Perspectives Q3 2023 outlook
Quarterly macro and market insights from Capital Group’s fixed income team
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European Real Estate markets – seeking a new equilibrium
The extraordinarily low-interest rate environment that saw markets expand in the wake of the global financial crisis (GFC) is a remarkable anomaly.
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AI revolution: What will it mean for private market investors?
AI is already being used to do some things more efficiently, but for private asset investors, its real potential is only starting to be unlocked.
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Future Electrification: a window of opportunity
Our global energy system is undergoing a seismic shift toward massive electrification. It will occur over decades, but attractive equity opportunities exist now as revenue pools shift across the value chain, in our view. With a forward-looking view, and leveraging extensive research, we invest in the transition by focusing on three crucial growth drivers.
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Will obesity become a curable disease?
An established class of diabetes drugs could hold the key to solving the obesity crisis. Their new use as an obesity treatment could be highly lucrative for the companies that produce the medicines, in our view. This also has the potential to reshape the healthcare industry.
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Podcast
Outerblue Talks Research - Geopolitical shifts shaping investments
Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the global economy and trade relationships.
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The Meaning Behind the Mean
The headline characteristics of today’s market obscure a wealth of opportunity, in both public and private markets.
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Waiting games and funding gaps: A mixed picture for real estate debt
The higher rates regime is testing borrowers everywhere. Gregor Bamert considers the implications for real estate debt.
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Video
Enhancing value with asset management
Active asset management is a crucial component of executing successful value-add strategies.
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Vision Pro: Fashionable Ski Goggles or Ironman’s Jarvis?
Read more on how revolutionary devices are set to redefine the way we interact with technology and lead us to a new era where spatial computing takes center stage.
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An introduction to private asset investing
How can investors navigate the private assets investment landscape? This brief overview – the first in a three-part series drawn from a recent paper – explains the main concepts, definitions and terms.
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Private assets views Q3 2023 - Investing during the slowdown
The latest update from our private assets business includes detailed thoughts on the risks and opportunities that are emerging in each private asset class, as a broader slowdown takes hold.
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Third Quarter 2023 Market Outlook
Despite a series of rolling crises, the global economy avoided the worst of potential outcomes in the first half of 2023. The reprieve reframes our outlook for the second half of the year and beyond.
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Building momentum
Top 10 interview with Roland Hantke on unlocking infrastructure opportunities
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Investment View: No Pain, No Gain
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations