All Global articles – Page 11
-
Podcast
Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets.
-
White papers
Global Investment Views - November 2023
Look out for growth, but with an eye on inflation
-
White papers
Are Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
-
Asset Manager News
IPM monthly blog – Edition September 2023
Our monthly insights into private markets
-
White papers
Schroders Capital Global Real Estate Lens October 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papers
Plastic wrap: curbing microplastics and promoting reuse models
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
-
White papers
IPM monthly blog – Edition October 2023: Our monthly insights into private markets
US interest rate expectations have moved higher as the economy has remained robust, leading to the possibility of another interest rate rise and a likelihood that rates will show only small (if any) cuts in 2024. Higher-for-longer rates would be a headwind for real estate markets, though a strong economy is positive for occupier demand.
-
White papers
Geopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
-
Video
Continued ESG improvements across PATRIZIA funds: Commentary on the 2023 GRESB results
Three PATRIZIA funds – European Infrastructure Fund (EIF) II, Smart Cities Infrastructure Fund (SCIF) and PanEuropean Fund – achieved 5* ratings for ESG performance in this year’s GRESB results.
-
White papers
Investing in alternative credit: perspectives on opportunities and risks
Even as traditional fixed income yields appear more attractive, institutional investors continue to explore alternative credit asset classes as a way to potentially improve the risk/return profile of their portfolios.
-
White papers
Charter Hall Group 2023 Annual Report
Our results demonstrate the strength of our underlying business and its resilience throughout the property cycle
-
White papers
Charter Hall Group FY23 Results Presentation
We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers
-
White papers
Fixed Income Perspectives Q4 2023
Quarterly macro and market insights from Capital Group’s fixed income team.
-
White papers
Sustainable debt issuance slows after strong start to year
This article was written by Jonathan Gardiner, Sustainable Indices Product Manager at Bloomberg and Tom Freke, Fixed Income Data Specialist at Bloomberg.
-
White papers
Experts Wanted! The Pickaxe Sellers of the AI Gold Rush
The AI revolution is creating attractive opportunities for companies providing the tools and expertise needed to implement next-generation technologies
-
White papers
Building new food systems with GM crops
Modern agricultural biotechnology is harnessing ecological and biological science to improve food security in the face of population pressures and climate change. Genetically modified (GM) crops are a key innovation poised to drive the next green revolution in food production, in our view.
-
White papers
Central banks’ endgame: a new policy paradigm
”Investors will need to adjust to a paradigm shift away from the accommodative policy stance that has supported financial asset prices, to an environment that should make bonds more attractive while increasing the risk-adjusted required returns for other major asset classes.”
-
White papers
Are markets pricing in manufacturing’s comeback?
A significant number of surveys are pointing to a recovery in manufacturing. This is usually the most cyclical sector of an economy, and many economists choose to dissect it to interpret the economic cycle. In this weekly edition of Simply put, we ask whether this recovery can generate an upturn in corporate earnings.
-
White papers
Tighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
-
White papers
Fixed Income Investment Outlook 4Q 2023: Staying Airborne
Tight monetary policy is slowing growth, but we see room to avoid a hard landing in the U.S. while Europe and China remain key risks on a global basis. In a higher-for-longer rate environment, shorter maturities offer opportunity, with potential for modest duration extension in the two- to seven-year range. Within credit, we favor enhancing quality and are finding particular value in securitized markets.