All Commentary articles – Page 47
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Asset Manager NewsStanding tall: outlet centres’ continued resilience a rare chink of light for retail sector
In recent years, headlines regarding the retail sector tended to be on the more sensationalist, negative side of the spectrum.
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White papersHarrison Street Insights: Core Real Estate is out of “Alternatives”
Investors can benefit from increased diversification to alternative sectors.
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White papersThe role of real assets in today’s investment landscape
The market is pricing a rapid return to low and stable inflation. Supply-side risks threaten those expectations and heighten the attractiveness of real assets.
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White papersThe Bridge to the Future
This year’s recommendation for vacation reading is the epic story of the building of the Brooklyn Bridge, resonant with dilemmas we still recognize today.
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White papersTen for 2023—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they expected to be prominent in the markets during 2023. With the year now half over, we revisited these concepts to see how they’ve played out so far. We give ourselves an interim grade for each one and assess our outlook for the second half of 2023.
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VideoMegatrends – Quality
(2:06) Client Portfolio Manager, Nicole Vettise asks why quality is more important now than ever for equity investors.
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VideoMegatrends – Value
(1:58) Client Portfolio Manager, Nicole Vettise examines the opportunities for value style equity investors in the current environment.
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VideoMegatrends – Non-US
(2:26) Client Portfolio Manager, Nicole Vettise considers why looking outside the US to regions like Japan could yield fresh opportunities.
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VideoMegatrends – Small Cap
(2:08) Client Portfolio Manager, Nicole Vettise examines why small caps present an opportunity for equity investors in today’s environment.
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White papersPM Spotlight: From Math Whiz Intern to Head of Systematic Options
Megan Miller, head of Systematic Options, is living proof that investment in interns can yield big returns. Read about Megan and her views on the options market in this issue of PM Spotlight.
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White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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VideoInvesting in mid-market infrastructure
The mid-market segment is where PATRIZIA sees the most attractive opportunities when it comes to equity investments in private infrastructure.
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White papersMethane: 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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White papersCross 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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White papersPassing 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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VideoA 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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White papersFixed 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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White papersFixed Income Perspectives Q3 2023 outlook
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersEuropean 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.
