All Global articles
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White papers
Five areas of uncertainty we are monitoring
Remaining cautiously bullish as market grinds into fourth quarter.
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Video
Global equities: How sustainability gives the edge
In 2021, we launched our Sustainable Global Equity Fund, leveraging decades of experience in ESG investing. This fund integrates proprietary ESG analysis, impact investing, and active engagement to aim for medium-term returns while reducing its environmental footprint compared to benchmarks.
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White papers
SDG Engagement Equity Q3 2024 case study: Varun Beverages
Indian multinational Varun Beverages is one of the largest bottlers of PepsiCo’s drinks in the world. It has posted revenue growth of more than 20% per annum over the past decade and its solid track record supports expectations of further success.
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White papers
The hidden environmental cost of our digital lives
As our digital world expands, so does its impact on our planet. Artificial Intelligence (AI) and other new technologies are powered by data centres using millions of litres of water, meaning the environmental cost of technology is significant. But there’s hope – innovative solutions like rainwater harvesting and renewable energy investments are making a difference. Discover how companies like Microsoft are leading the charge towards a more sustainable future…
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White papers
Private Equity insight: The art of the exit
Developing a clear and bespoke exit strategy is both a science and an art, especially in a market where exits are gridlocked; where private equity holding periods are being extended; and where the disconnect between buyers’ and sellers’ valuations remain stubbornly wide.
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White papers
Obesity drugs: a lifeline for global healthcare systems
The global population is expanding and at the same time, life expectancy is increasing. Chronic diseases are on the rise and the threat of infectious diseases is constantly evolving. All of this is set to place a massive strain on already-stretched healthcare systems.
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White papers
Macroeconomic and financial market forecasts - October 2024
Macroeconomic forecasts as of 4 October
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White papers
Draghi’s report: a call to action for Europe’s competitiveness
Draghi’s report on Europe’s declining competitiveness offers a comprehensive analysis, but many of its findings are not new. Yet, Draghi’s stature may lend urgency to these recommendations. Those requiring EU funding or treaty changes are likely to encounter substantial political resistance. The report provides a clear direction of travel and some of the reforms that do not require new funding (e.g., regulatory changes) could move the dial sooner.
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White papers
Standing proud! 2024 GRESB Real Estate and Infrastructure Assessments
UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to build momentum with another set of strong results in the 2024 GRESB Real Estate and Infrastructure Assessments.
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White papers
Equity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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White papers
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
Does anyone remember Uruk, the ultra-modern city nestled amid the planet’s most fertile farmland? What about Skara Brae, the beachfront town with state-of-the-art homes, beautiful ocean views and mild weather? Nope? Well, 5,000 years ago both communities were among the world’s more desirable places to live, but the shifting climate changed things and these settlements were consigned to history.
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White papers
Central Bank Watch
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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White papers
Equity Outlook – It’s the economy
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our expectations of a soft landing for the economy are warranted, equities should gain further, even if the outcome of November’s US election looks uncertain. The mix of winners and losers might change depending on who will be in government.
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Podcast
Outerblue Convictions – Global Investment Views – Ears to the ground
Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the Fed’s first rate cut in four years. What are the core points for investors to note? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, unpack all the elements, looking at the data, the market expectations, the surprises, and what might be next for the other central banks.
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White papers
Global Investment Views - October 2024
Capital markets whipsawed between a weakening US labour market and hopes that the Fed would successfully steer the economy towards a soft landing. Markets are optimistically interpreting the latest policy action, which could potentially boost consumption and investment. The other narrative is that the Fed would not have implemented a big cut without having apprehensions on the economic front.
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White papers
Relative Value & Tactical Asset Allocation Q4 2024
We are anticipating a stable macro environment in the near future, with some uncertainties stemming from U.S. elections and monetary policy. We continue to look for spreads to mostly remain range bound, with a low chance of further tightening. With a low risk of recession, a carry strategy is preferred in the next quarter or two, meaning we prefer investments with attractive yields, while remaining cautious about potential weakness.
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White papers
Q3 2024 CIO Review and Outlook
Many emerging markets have delivered a robust performance this quarter amid a number of headwinds and we expect key geographies to build on that in the coming months.
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White papers
Global Risk Report: Resilient Investing Amid Geopolitical Uncertainty
Investors face a challenging dilemma. While geopolitical strife calls for rethinking risk management, shocks may appear too frequent, and too great in number, to effectively mitigate their impact. Some investors feel the best course of action is to focus on trends that are more predictable or quantifiable—and deal with geopolitical surprises when they transpire.
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White papers
Achieving impact in direct lending
The Alcentra European direct lending team looks at the key characteristics and evolution of impact investing and discusses whether this could be a well-suited investment strategy to achieve impact and financial goals.
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Video
A falling rate environment
The outlook for money market funds remains buoyant, says Debbie Cunningham, CIO, Global Liquidity Markets.