All Commentary articles – Page 76
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Video
Expectations for Fixed Income
The COVID-19 pandemic, coupled by a range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years.
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Webinar
Ukraine war: economic, policy and market implications
Russia’s invasion of Ukraine has sharply altered the global economic and financial outlook. It has increased the stagflation risk, making the life of central banks ever more difficult.
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White papers
Signal changes: why finance is warming to AI
Fiorino tracks the AI journey from sci-fi to hi-fi(nance) and where the faux-human tech may take the real financial industry next…
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White papers
Economic Scenarios in the Midst of War
Numbing economic sanctions on Russia, the delivery of arms to the government of Ukraine to stiffen resistance, and the remilitarization of Europe mean there is no turning back. The world has now changed and it is a difficult task to sketch with any certainty the economic impact.
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White papers
Upcoming: Principal Speaker Series – A conversation with Dr. Lawrence H. Summers
Join us as we welcome Dr. Lawrence H. Summers, former U.S. Secretary of the Treasury, immediately following the pivotal March FOMC meeting. Seema Shah, Managing Director, Chief Global Strategist at Principal Global Investors, will host a timely and engaging conversation on the state of the U.S. economy, the Federal Reserve’s response, and how investors can prepare for the volatile period ahead.
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White papers
A Tale of Two Offices: how WFH has changed investing in office real estate
Offices are not going extinct, but investing in them has changed permanently and a two-tier market has developed.
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White papers
The Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papers
Seven Predictions Amid the Rising Unpredictability
As the Ukraine War spirals toward broader geopolitical conflict, some elements of the outlook are already coming into view.
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White papers
Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
The second week of conflict in the Ukraine was marked by additional market volatility. Equities are down across the board. The demand for safe-haven assets temporarily pushed the 10-year Treasury down to 1.7% before it retraced to 1.9% amid rising inflationary pressures. Meanwhile, gold has remained well supported, briefly moving above $2000/ounce.
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White papers
Months When Decades Happen
Europe enters this dangerous period on solid footing. Unemployment is at record lows. Wage growth remains subdued. Russia’s war in Ukraine adds a strong inflation headwind to the ongoing expansion.
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White papers
Real Estate Outlook – Edition 1, 2022
The economic recovery continues, albeit interrupted by Omicron, and the war in Ukraine poses a new risk. Global real estate volumes reached a record high, driven by domestic buyers. Falls in office and retail yields were more widespread. We think that any headwinds from interest rate rises will be offset by growth in the economy.
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White papers
Russia/Ukraine Conflict: Market Outlook
As the tragic crisis in Ukraine continues to unfold, Martin Currie offers our viewpoint on the potential market impacts, both near and longer-term.
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White papers
Quick Thoughts: Should We Fear Stagflation?
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher inflation.
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White papers
Is Brazil Compellingly Out of Sync?
The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.
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White papers
ETF Observations on Russia
Investors are reminded within the current environment to take a broad perspective across a variety of asset classes and geographies and to weigh short-term developments against longer-term factors.
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White papers
Quick Thoughts: The Implications on Equities of the War in Ukraine
We hosted a webinar to discuss equity investing against the backdrop of the war in Ukraine.
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White papers
How to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papers
The Fog of War Clouds Economic Outlooks
The war in Ukraine continues to dominate market moves, leading to volatility in risk assets, and the safe haven bid is still in focus amid a stronger U.S. dollar and higher precious metal prices. Commodities are soaring, with BBG Commodity Index on track for the biggest gain since 1960.
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White papers
Quick Thoughts: Ukraine, Russia, and the Path Forward
Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, recently shared his thoughts around the situation in Ukraine and the implications for the global economy and capital markets.
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White papers
Positioning Liquid Credit Portfolios For Rising Rates & Inflation
Martin Horne, Head of Global Public Fixed Income, discusses how to mitigate the risk of rising rates and inflation, touching on the potential benefits of floating rate assets and short-duration strategies.