All Commentary articles – Page 8
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White papers
2024’s elections around the world: The who’s who and the so what…
Voters from more than 60 countries will head to the polls this year, representing almost half the world’s population. This makes 2024 perhaps the ultimate election year by historical standards. But the act of merely holding elections does not guarantee a free and fair process e.g., Russia’s March elections, nor does it imply consequential change.
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Opportunities in preferred and capital securities remain attractive
Main takeaways: the Federal Reserve (Fed) should be done raising rates; the U.S. Treasury market term premium should persist; discounted fixed-to-refixed hybrids foster an advantage of indifference to the direction of longer-term treasury rates; and relative values are attractive.
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Are We There Yet?
As the holiday travel season draws to a close, a simple question that can trigger even the most patient of parents everywhere, resonates as well with property investors across the country — “Are we there yet?”
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Quarterly fixed income perspectives 1Q 2024: A turning point for policy
Themes, outlook, and investment implications across global fixed income markets
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Podcast
Exiting Long-Term Infrastructure Investment
Since 2019 Igneo has successfully exited 9 of its European portfolio companies.
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Consider This: Indian elections 2024
India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies.
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Video
2024 Outlook
CIO Sean Taylor shares his outlook for 2024, including his views on Japan and emerging market countries like Brazil, China and India.
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Podcast
The Investment Podcast: The great global election cycle
As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets – from the US and UK to South Africa and Mexico. They also analyse what asset allocators are watching, including the influence of outcomes on fiscal, monetary and climate policy, the impact on asset prices and potential mispricing opportunities.
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Private assets for the masses: An interview with PEI on the democratization of private equity
The democratization of private equity continues to be a hot-button issue. What were the biggest developments over the last 12 months?
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Primonial REIM Real Estate Convictions - Q4
After a slow year in 2023, 2024 will be a year of many challenges: challenges that are at the same time democratic, geopolitical, economic and financial. The most striking aspect will be the 2 billion human beings who will go to the polls during the year in 70 countries, including the United States, the European Union, India and the United Kingdom, thus redefining the balance of power.
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Consider This: Canals are becoming chokepoints
The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.
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ETF investing – How AI and 3D printing are shaping the future of healthcare
Genomic engineering is the manipulation of an organism’s genes by introducing, eliminating or rearranging specific genes using the methods of modern molecular biology. The technology will enable the analysis of patients’ DNA, and the diagnosis and treatment of diseases. And what’s good for patients can also be interesting for investors.
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Sun setting on the tightening cycle
The Fed has removed its tightening bias, opening the door to rate cuts.
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EOS 2023 Annual Review
EOS publishes 2023 Annual Review, with full engagement and voting highlights.
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The Importance of Monitoring Credit Spreads In Positioning Equity Portfolios
On February 5, 2024, the yield spread between the Baa corporate bond and the 10-year Treasury bond sat at 157 bps—just 9 bps wider than the narrowest level seen since 2000.
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Consider This: Demographics and long-term growth
Conventional wisdom points to young demographics being a driver of economic growth. The reality is more complicated.
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Listed infrastructure: Factors aligning for renewed investor attention
We believe an attractive entry point for listed infrastructure is emerging, considering the potentially favorable macro environment and the asset class’s attractive valuations relative to broader equities.
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A closer look at the recent rally in listed REITs
Listed REITs in November posted their 5th best monthly return ever and have continued to rally in December. We believe this shows sentiment has now turned with the Fed’s recent pivot.