All Commentary articles – Page 84
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Research Report2022 outlook: Slower. But still pretty fast.
The current economic cycle isn’t ending, but conditions are getting more difficult and returns are going to be tougher to come by.
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White papersOur best investment ideas
Broadly speaking, valuations across public equities around the world appear full, but we see opportunities across sectors and markets. We expect valuations to be relatively flat next year.
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Research ReportFive portfolio construction themes
In line with our broad cross-asset allocation views, as well as considerations and best ideas within specific asset classes, Nuveen’s Global Investment Committee offers a broad set of portfolio construction themes for our clients to consider as we enter 2022.
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White papersFocusing on the evidence: 360°, Q4 2021
What is our current view of fixed income markets? And where do we see the best relative value? In our latest edition of 360°, Andrew ‘Jacko’ Jackson and his team of specialist investors consider the areas that have the potential to deliver superior risk-adjusted returns.
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White papersGrowth, Inflation, and ESG: Economic Trends and Investment Themes for 2022 and Beyond
Our Franklin Templeton Investment Solutions team recently brought together experts from across Franklin Templeton’s various investment groups for their third annual Investment Symposium event.
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VideoMacro Perspectives
In this short video, Erik Knutzen, Chief Investment Officer of our Multi-Asset Class Platform discusses some of the macroeconomic themes we’ve identified and outlines the impact of these on our asset class views.
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White papersMacroeconomic Outlook 2022: Compression, decompression, absorption
2020 was a year of massive compression of economic activity. 2021 was a year of fast decompression, with demand catching up quickly as we were reopening, exerting significant pressure on supply, triggering a rise in consumer prices unseen in decades.
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White papersInvestment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of the COVID-19 pandemic the disease remains one of the key worries for investors. It continues to have the ability to disrupt demand and supply and for this to be reflected in bouts of “risk-off” behaviour in financial markets.
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White papersLessons from COP26 ‘We have to realise that we can’t enjoy everything the way we have in perpetuity’
Covid may well have set back the march toward a greener planet, says Mitch Reznick, CFA, Head of Research and Sustainable Fixed Income.
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White papersOur Worst Fears Realized or Another Variant We May Be Able to Handle?
While too early to tell, the markets are taking this seriously as should we all. Unfortunately, this is not the post-Thanksgiving COVID note we had hoped to write, though spikes in U.S. cases were highly anticipated post family gatherings. We now have a new emerging variant to discuss, the concern that has kept us up at night may now be realized…
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White papersLessons from COP26: Deforestation pledge a ‘pivotal moment’
Despite landmark deals, work must be done to ensure emerging markets get back on track with climate fixing efforts after pandemic hurdle.
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White papersCIO views outlook: top 3 investment picks in 2022
Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.
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White papersGlobal Investment Views - December 2021
Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.
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Podcast2022 Economic Outlook
Barings experts across public and private markets explore the outlook for the year ahead from both the “top-down” and “bottom-up,” and weigh in on the key trends likely to shape opportunities in 2022 and beyond.
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White papersUK Equities: Attractive Relative Valuations, Despite Relatively Unattractive Macro Signals
While UK equities have faced a number of headwinds in 2021, there are reasons to be optimistic about the year ahead, according to Ben Russon and Will Bradwell of our Franklin UK Equity team.
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White papersSimple Equity Themes for Complex Times
Here’s why we think value and income can offer equity investors both a buffer against uncertainty and an attractive opportunity in an ongoing reflationary expansion.
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White papersBeyond borders: Reflections on a historic COP meeting
COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.
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White papersGlobal real estate outlook - Finding value in a new era
Global economies are showing signs of recovery as people adapt to living alongside COVID-19, and attention is turning to what our post-pandemic world looks like. M&G’s latest Global Real Estate Outlook highlights the challenges and opportunities that real estate investors may need to consider.
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PodcastPodcast: High Time for High Yield?
How current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.
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White papers2022 Investment Outlook - Investing in the great transformation
As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive growth model.
