All Global articles
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PodcastSolving 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.
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White papersCross 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.
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White papersAre 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.
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White papersKey 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.
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White papers2025 Outlook Insights
Our portfolio managers share their views on what opportunities and surprises 2025 might bring across equity, fixed income and convertible bond markets.
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White papersClosing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
2024 was another good year for tech stocks and equities overall
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White papersCOP29: Show Me the Money!
Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.
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White papersThe Opportunities Across Private Equity’s Current Liquidity Landscape
There are attractive opportunities for experienced liquidity providers in the current private equity market environment.
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White papersFiscal 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.
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White papers2025 Outlook: We have seen this movie before
As we head into 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.
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White papersAllview: Market Risk Monitor - December 2024
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
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White papersEmerging market debt outlook for 2025: Ready for Trump 2.0?
Looking ahead to 2025, the macro environment, in theory, sets the stage for a friendly backdrop in emerging markets (EM), especially given widespread disinflation, which should allow most major central banks to significantly ease rates throughout the year.
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PodcastOuterblue Research – Looking for clues ahead of a second Trump presidency
After a campaign full of twists and turns, November saw the re-election of Donald Trump for a second term as US president. In this edition, we take a look at the geopolitical and economic ramifications of a new Trump presidency.
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White papersTurning the Corner? Commercial Real Estate Themes for 2025
As major central banks lower interest rates, is the prolonged and painful downturn in commercial real estate (CRE) finally coming to an end? Yes, at least in some sectors, according to senior investors from PIMCO’s commercial real estate platform. In a recent roundtable discussion, they emphasized that recovery will likely be slow and uneven, requiring a strategic focus on specific geographies and sectors, along with a considered choice between debt and equity investments.
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White papersAmundi Responsible Investment Views 2025
The responsible investment market normalization continues, in a year marked by additional transparency requirements and continued companies’ commitments
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White papersPrivate Markets, Edition December 2024
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
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White papersGlobal Investment Views - December 2024
A resilient US economy, the anticipation and eventual victory of Donald Trump and his recent appointments along with risks around inflation have been driving nominal and real yields over the past months. But US equities and the dollar rose amid a belief that the US economy would benefit from Trump’s policies at the expense of the rest of the world, i.e., Europe and some Asian countries.
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White papersWhat does Trump 2.0 mean for emerging markets?
The shift on domestic and foreign policy under the incoming US administration presents a wide range of potential outcomes for EM.
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White papers2025 Global Real Estate Outlook: Is property at a turning point?
As we look towards what 2025 holds and the opportunities it will afford in real estate, it is worth first reflecting on the past 12 months. We have seen elections in major economies around the world and changes in human behaviour in response to evolving structural thematics, all of which have and will continue to impact in a plethora of ways. We saw inflation spiral, and the heightened cost of debt held back investment activity as ‘bid:ask’ spreads widened and real estate prices fell.
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White papersM&A in 2025: Opportunity, with a Side of Scrutiny
Governments, businesses and consumers all took advantage of a decade of free money. Bond markets are now multiple times larger than before the Great Financial Crisis (GFC), having soared to record levels. Economic activity and most financial markets benefited. As central banks around the world swiftly raised interest rates to fight inflation, significant challenges are emerging, especially concerning the ability to refinance or repay substantial volumes of maturing debt.
