All Commentary articles – Page 56
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White papersFed hikes by a little less, but promise more to come
After hiking its policy rate by 75 basis points at each of the prior four meetings, the Fed took its foot off the brakes a bit, raising rates by only 50 basis points at its final meeting of the year. Inflation concerns remain, despite a string of softer data, but risks to higher prices and slower growth now appear more balanced than they have for several years.
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White papersESG Viewpoint: Biodiversity Best Practice and Engagement Approach
Nature loss poses financially material risks for asset managers. We explain how biodiversity risks can be assessed, outline our approach to engaging with businesses on the topic and detail our best practice framework.
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PodcastRedevCast 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 papersU.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 papersCan 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 papersTop 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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VideoWhat 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 papersOutlook 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 papersThemes 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 papersFacing 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 papersLooking 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 papers2023 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 papersNo 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 papersBullish 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 papersHere’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 papersReal 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 papersBiodiversity : It’s Time to Protect Our Only Home - N°2 Addressing Biodiversity Loss: A Call to Action
In order to better integrate biodiversity considerations into portfolio construction, first there is a need to better understand how companies impact and depend on biodiversity. Companies must provide dedicated information in order for investors to better consider biodiversity related risks and opportunities in their investment decisions.
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White papersBiodiversity : It’s Time to Protect Our Only Home - N°1 It is time to sound the alarm on biodiversity
”How come the most intellectual creature to ever walk earth is destroying its only home?”
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White papersBiodiversity : It’s Time to Protect Our Only Home
Biodiversity is all around us. It underpins not only our economy but also our very existence: Yet, we (individuals, governments, and the private sector) are only in the early stages of understanding how essential a healthy and biodiverse environment is to a stable and well-functioning society.
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White papersThe stories behind the numbers
While it’s obvious that companies comprise their numbers, less is known about the idiosyncratic factors that make companies special. RBC’s Global Equity team looks at some of the stories…
