All Commentary articles – Page 50
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Podcast
RedevCast episode 5 available now
Take some time this coming holiday season to listen to the the fifth episode of our RedevCast, podcast series!
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White papers
Global Investment Outlook: Finding opportunities in 2023 after a (un)forgettable market year
In this Global Investment Outlook, our investment teams offer their perspectives and, most importantly, their key investment opportunities for 2023. The silver lining from 2022’s difficult markets appears to be an improved potential for long-term returns, and the return of diversification within multi-asset portfolios.
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White papers
EM equities: Three things we are thinking about today
China reaches an inflection point.
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White papers
U.S. markets outlook for 2023
The S&P 500 Index recorded its worst year in more than a decade in 2022, falling 13.1% through to 30 November. And investors face more market volatility in the year ahead as the macroeconomic environment poses headwinds for many companies.
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White papers
2023 US investment grade credit outlook: Fixed income is finally delivering income!
Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
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White papers
Can impact strategies realise financial and environmental goals?
A growing number of investors are looking to incorporate ESG-focused investments into portfolios, and the market for environmentally themed impact investing continues to grow. However, many institutional investors remain unsure of how to best incorporate environmental targets into investment models.
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White papers
Top 10… Questions for real estate markets in 2023
A year ago, the world remained in the grips of the COVID-19 pandemic and the Omicron variant had just emerged. 12 months on and the pandemic has largely subsided, only to be replaced by a brutal war in Ukraine and inflation reaching multi-decade highs.
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Video
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
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White papers
Outlook 2023: Private assets
2023 is set to be difficult. We outline three things private asset investors can focus on to maximise resilience and optimise long-term return potential.
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White papers
Themes for thought: responsible investment in 2023 and beyond
Many responsible investment funds struggled in 2022 due to low exposure to gas and oil and a quality bias, but says Claudia Wearmouth, the investment case remains intact and responsible investing is now mainstream investing.
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White papers
Facing a less global globe: the next decade
The world economy as we know it has been shaped by several waves of globalisation. In the latest part of our series “The Next Decade”, we explore their origins and the forces that are bringing the third wave – and its lower inflation – to an end. What can we expect from this shift?
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White papers
Looking ahead: U.S private credit in an age of scarcity
For over a decade, including through COVID-19, the tide of capital has flowed mostly in one direction: into markets. That’s because since the Great Recession of 2008, the U.S. Federal Reserve has kept interest rates low. Public credit, both loans and bonds, benefited from this support. But as we look ahead to 2023, it is important to shift our gaze and examine the impact of rate hikes and quantitative tightening on capital markets and private credit.
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White papers
2023 Investment Perspectives
M&G’s Chief Investment Officers share their perspectives on the key themes influencing financial markets for 2023. With major central banks raising interest rates to control high inflation and worries about the global economic outlook growing, there are plenty of uncertainties for investors to navigate. However, are there also grounds for optimism?
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White papers
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
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White papers
Bullish on bonds in 2023
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes.
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White papers
Long-term capital market expectations: Brighter times ahead
Franklin Templeton Investment Solutions capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
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White papers
Here’s How You Can Strike Like Messi or Ronaldo in Qatar’s World Cup
Find out more about the potential opportunities in metaverse technologies, where 5G is key a player.
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White papers
Real estate 2023 outlook
The themes for 2023 in real estate are driven predominantly by the continued fallout of surging inflation and interest rate hikes from central banks. While the general consensus is that monetary policies will start to ease in the new year, the impact it will have on real estate is yet to be fully felt.
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White papers
2023 multi-asset outlook: Harnessing the power of duration
Yield is set to be a more important component of total return for investors during the next few years, according to Franklin Income Investors.
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White papers
2023 global macro outlook: Looking toward a non-dollar asset recovery
Templeton Global Macro: The greatest areas of value in sovereign bond markets may be found in non-dollar assets, especially in Asia and specific local-currency emerging markets.