All Global articles
-
White papers
Navigating 2025: The Intersection of Sustainability and Pragmatism
How political trends could shape policy decisions and regulatory frameworks this year
-
White papers
The Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
-
Webinar
Trump-starting the global economy
Concerns over US policy and China’s stalling economy will be key to the 2025’s global economic outlook. But while there are numerous uncertainties, we believe the picture remains favourable for both bonds and equities.
-
White papers
Tackling inequality and inequity in healthcare
Inequity and inequality are all too common within the modern healthcare system, even in developed countries. The picture is not entirely bleak, however. As impact investors, we have identified several solutions providers finding ways to reduce and overcome the barriers to healthcare.
-
White papers
The investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
-
White papers
Global Investment Views - January 2025
A semblance of a goldilocks ahead of Trump’s inauguration
-
White papers
The Current Opportunity in REITs
Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.
-
White papers
2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
-
White papers
Fed and ECB cut rates, BoJ and BOE on hold
“The Fed’s hawkish tone signals that the Central Bank is incorporating a more uncertain outlook. This calls for keeping a tactical approach to bond investing.”
-
White papers
Global Risks 2025: Turning Points?
As the dust from the U.S. election settles, the new year brings new challenges. Tariffs are likely to be the dominant theme early in 2025. Our base case is for the incoming Trump administration to impose substantial — albeit not universal — tariffs on most countries.
-
Podcast
Solving for 2025
Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.
-
White papers
Cross Asset Investment Strategy - December 2024
Topic of the Month: The German economy has been lagging behind other Eurozone countries due to structural changes in its economic model and global trade. A huge investment effort would be needed to relaunch it. Economists recommend making up the lost ground within ten years by making massive infrastructure investments.
-
White papers
Are global small caps ready for a return to favour?
Premier Miton’s Imogen Harris, Global small cap fund manager, discusses how a recovery in global economic conditions and a mean reversion back to more normalised valuation levels could see a risk-reward balance that swings back in favour of smaller companies.
-
White papers
Key Investment Themes 2025
The global economy avoided recession for a second year. Inflation began to cool and the major central banks embarked on a new cycle of interest rate cuts. However, geopolitical risk rose against the backdrop of a particularly busy election calendar around the world.
-
White papers
Pitfalls & Mitigants of Climate Assessment Software
Physical climate risk incorporates two broad hazard categorizations: acute and chronic. Climate risk software and analysis tools typically forecast each hazard individually and across multiple timeframes and scenarios.
-
White papers
2025 Outlook Insights
Our portfolio managers share their views on what opportunities and surprises 2025 might bring across equity, fixed income and convertible bond markets.
-
White papers
Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
2024 was another good year for tech stocks and equities overall
-
White papers
COP29: Show Me the Money!
Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.
-
White papers
The Opportunities Across Private Equity’s Current Liquidity Landscape
There are attractive opportunities for experienced liquidity providers in the current private equity market environment.
-
White papers
Fiscal to the Fore
How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead.