All Commentary articles – Page 9
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Podcast
CIO perspectives on what lies ahead in 2024
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment.
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Podcast
Estonia - The transition of a country’s power mix
Alastair Neill of Igneo discusses the challenges and the progress made with Priit Koit, CEO of Utilitas Group
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White papers
Shifting Focus: 2024 Insurance Investment Outlook
As US insurance investors turn their eyes toward 2024, they’ll face a macroeconomic backdrop in transition. With this in mind, their efforts should include maintaining duration positioning, diversifying risks, emphasizing quality as credit conditions begin to soften, identifying relative value opportunities and balancing private allocations with liquidity considerations.
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White papers
FOMC on Hold — Rate Cuts by May 2024?
As expected, the Federal Open Market Committee (FOMC) decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%.
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White papers
What does 2024 hold for markets?
It is time to look ahead to 2024. This year has been marked by expectations of recession in the developed world and of China re-opening to positive effect. Both have proved to be the wrong horses to bet on. In this weekly edition of Simply put, we analyse the likely shape of next year and evaluate which asset classes stand to benefit.
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White papers
Emerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world
“Next year, EM growth is expected to decelerate on average to 3.6% from around 4% this year. Importantly, the growth premium in favour of Emerging Markets over Developed Markets is projected to continue widening.”
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White papers
2024 Investment Outlook and Asset Allocation
US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.
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White papers
Consider This: Is India the new China?
India appears to be facing an unprecedented window of opportunity right now, and international investors are asking: Is this the new China? Thoughts from Franklin Templeton Institute’s Kim Catechis.
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White papers
2024 Investment Perspectives
As we approach the end of 2023, financial markets are at a critical junction. Major developed market central banks have hit pause on rate rises, prompting considerable uncertainty about what happens next.
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White papers
2024 Outlook: Pushing On
In 2024, global markets face uncertainty given ongoing geopolitical and macroeconomic challenges—but challenges can create opportunities. We see value in portfolio diversification, especially within fixed income.
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Video
Talking Markets 2024 Outlook – Fixed Income
In this latest Talking Markets video, Jonathan Willcocks, Head of Global Distribution, is joined by Head of Fixed Income, Lloyd Harris, to look back over 2023 and discuss what may be in store for Fixed Income in 2024.
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White papers
Growing green: Cultivating a sustainable future through an ecosystem service valuation
The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.
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White papers
2024 Outlook: China - the growth question
The world’s second largest economy has underwhelmed. Is it time for a turnaround?
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White papers
2024 Outlook: Artificial Intelligence - it’s all in the algorithm
A world enhanced by AI is no longer the stuff of science fiction.
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White papers
2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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White papers
A just transition: 2024 Outlook
Hope comes in many forms but any attempt to tackle the climate crisis will have to work for the world’s haves as well as the have-nots.
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White papers
A disruptive festive menu: jellyfish, bean burgers
As we look forward to gathering with friends and family over the holidays, it is worth considering how our festive meals may change in decades to come. Given the environmental, social and technological forces disrupting global food systems, what dishes might we serve up in the future?
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White papers
2024 Outlook: Natural capital - the call of the wild
It’s time for investors to embrace the economic potential of protecting and enhancing the world’s natural resources.
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White papers
Higher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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White papers
The Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.