All Commentary articles – Page 42
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PodcastBehind the Scenes of Solving for 2024
As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come.
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White papers2024 investment outlook: Selectivity remains the key
Views from the TIAA General Account: What are your expectations for growth, inflation and interest rates in 2024?
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White papersMacroeconomic and financial market forecasts - December 2023
Macroeconomic forecasts as of 14 December 2023
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White papersMacroeconomics, Geopolitics, and Strategy - December 2023
Following 3.1% growth in 2023, we expect global growth to slow to 2.4% in 2024, well below the IMF’s expectations of 2.9% in 2024 and the historical (2000–19) average of 3.8%. The weaker performance of advanced economies is one of the main reasons for this divergence. Indeed, we expect them to decelerate from 1.5% this year to 0.7% in 2024, while the IMF forecasts advanced economy growth at 1.4% next year.
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White papersAnswering Clean Tech Questions with Large Language Models
The success of the “net zero transition” relies on the acceleration of the clean technology development to increase renewable energy capacity and low-emission solutions, but also to improve energy efficiency and enable carbon capture. Tracking such technologies and their mineral requirements is becoming increasingly important, but has traditionally required expert knowledge.
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PodcastCIO perspectives on what lies ahead in 2024
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment.
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PodcastEstonia - The transition of a country’s power mix
Alastair Neill of Igneo discusses the challenges and the progress made with Priit Koit, CEO of Utilitas Group
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White papersShifting Focus: 2024 Insurance Investment Outlook
As US insurance investors turn their eyes toward 2024, they’ll face a macroeconomic backdrop in transition. With this in mind, their efforts should include maintaining duration positioning, diversifying risks, emphasizing quality as credit conditions begin to soften, identifying relative value opportunities and balancing private allocations with liquidity considerations.
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White papersFOMC on Hold — Rate Cuts by May 2024?
As expected, the Federal Open Market Committee (FOMC) decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%.
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White papersEmerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world
“Next year, EM growth is expected to decelerate on average to 3.6% from around 4% this year. Importantly, the growth premium in favour of Emerging Markets over Developed Markets is projected to continue widening.”
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White papers2024 Investment Perspectives
As we approach the end of 2023, financial markets are at a critical junction. Major developed market central banks have hit pause on rate rises, prompting considerable uncertainty about what happens next.
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White papersSchroders Capital Global Real Estate Lens November 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papers2024 Outlook: China - the growth question
The world’s second largest economy has underwhelmed. Is it time for a turnaround?
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White papers2024 Outlook: Artificial Intelligence - it’s all in the algorithm
A world enhanced by AI is no longer the stuff of science fiction.
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White papers2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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White papersA just transition: 2024 Outlook
Hope comes in many forms but any attempt to tackle the climate crisis will have to work for the world’s haves as well as the have-nots.
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White papers2024 Outlook: Natural capital - the call of the wild
It’s time for investors to embrace the economic potential of protecting and enhancing the world’s natural resources.
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White papersHigher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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White papersThe Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.
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White papersA November to remember
”The slowdown in inflation and economic growth should support bonds and multi-asset investing moving towards 2024.”
