All Global articles – Page 10
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White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
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White papersTailoring the Taylor Rule for a clearer steer on rates
What will happen to interest rates this year? We’ve developed a modified version of the Taylor Rule which might have the answers.
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White papersWill Productivity turn global growth around?
“If these trends continue, global growth over the next decade would likely be sub-3%, compared to just under 4% in the two decades before the pandemic.”
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White papersSchroders Capital Global Real Estate Lens May 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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PodcastOuterblue Convictions – Global Investment Views – Data driving diverging paths
Three factors are driving today’s global markets; economic growth, inflation and the outlook for monetary policy. Central banks are increasingly dependent on data and inflation remains their chief cause of concern. It is becoming clear that divergences are opening up in policy and outlook in the US and in Europe. On one side a clear path has appeared, where on the other, this path is still surrounded by uncertainty.
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White papersGlobal Investment Views - June 2024
“Expectations of monetary easing by central banks may support areas that show earnings resilience and are attractively priced.”
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WebinarWebcast – Unpacking recent global economic trends
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give their views on topics including the outlook for a resilient US economy and the effects of November’s election on interest rate policy. They discuss the signs of an economic pick-up in the eurozone economy and the chances of growth in China hitting Beijing’s 5% target.
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Video10 Minute Masterclass—Global Infrastructure Debt
Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.
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PodcastSound Progress - Episode 9
What happens in the US can – and typically does - have a global impact.
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White papersEquity rally shifts to Emerging Markets
“Emerging markets offer opportunities in regions such as Asia, led by strong economic growth, domestic demand and favourable geopolitics.”
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Video(More) Questions Answered: Global Emerging Markets
In this video, Chris Clube, Co-Portfolio Manager, discusses the most compelling areas of opportunity for investors in EM outside of Asia and how the Strategy’s portfolio stands to benefit from the surge of AI adoption in the market.
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White papersSilver: where beauty meets conductivity
Long prized for its aesthetic qualities, silver is also highly malleable and durable, and it is an excellent conductor. Growing use in industrial applications is fueling demand for this precious metal as the energy transition progresses.
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White papersWater in crisis – searching for solutions
The world is facing a water crisis. Around the globe we either have too little (drought), too much (flooding) or too toxic water.
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White papersPlastic circularity: why LOIM private equity?
In this Q&A, Christopher Tritten and Victoire Carous, co-leads of the Plastic Circularity strategy, explore the advantages of using private equity to invest in a lower-carbon circular model for plastics. From our investment goals to our established background in private equity and sustainability, we outline how this strategy finds value for investors.
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White papersEconomic Monthly: Flying Blind
The U.S. Federal Reserve (the Fed) has reduced the pace of quantitative tightening (QT), the European Central Bank (ECB), and potentially even the Bank of England (BoE), could begin cuts as soon as next month, and the dot plot shows the Federal Open Market Committee (FOMC) cutting rates later this year.
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White papers10 trends driving the global data center market
AI is driving enormous increases in demand—and massive densification.
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White papersDigital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
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PodcastThe Investment Podcast: The return of equity income
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates. Listen for more.
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White papersMacroeconomic and financial market forecasts - May 2024
Monthly Cross Asset - Macroeconomic and financial market forecasts
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PodcastOuterblue Convictions – Global Investment Views: Bright spots in a trickier phase?
The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and inflation continue to preoccupy. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what’s been catching their attention over the past month and how these factors are influencing projections.
