All Global articles – Page 13
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People NewsGenerali Real Estate strengthens its presence on global markets with strategic appointments
As part of the reorganization of Generali Real Estate S.p.A., led by CEO Aldo Mazzocco, Alberto Agazzi has been promoted to a new role focused on developing the company’s growth in global markets (United Kingdom, USA and Asia/Pacific).
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White papersGlobal real estate market outlook Q2 2024
The UK, US, and parts of Europe, are expected to lead the recovery.
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White papersInfrastructure redefined - From railways to renewables
Infrastructure, as a sector, has evolved drastically in response to major drivers like the climate crisis and demographic change. Here, we explore the most influential structural trends shaping future-forward opportunities across the asset class.
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White papersWhy discipline matters in rapidly changing markets
Dynamically evolving bond markets not only offer a wide range of ways to add value, but constant learning opportunities too, according to Richard Woolnough, Fund Manager in M&G’s Public Fixed Income team.
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White papersFive Over Five - The Structural Shifts Taking Place in EM
Following years of underperformance, we explore five structural factors that should support the emerging markets over the next five years and possibly beyond.
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White papersAhead of the curve: Resilience amid divergence
While economies have proved remarkably resilient in the face of aggressive interest rate hikes, we have started to see divergence more recently. Countries such as the US, India and Japan have proved stronger than others – including Europe, the UK and China – driven mainly by differences in consumption, investment, and fiscal policies.
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White papersFixed Income Outlook – Not as planned
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price pressures subside. With the risk of inflation continuing to surprise to the upside in the near term, we now expect benchmark 10-year yields to potentially retrace to 4.75%, at which point we would likely again go overweight duration.
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White papersGlobal growth forecast revised higher, again
”As long as inflation is not resurging, better growth should support equities. We favour a diversified global approach and selective stories, such as India.”
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White papersMapping global elections and what this means for investors
It’s a defining 12 months for the world we live in today and wake up to tomorrow as billions of people across more than 50 countries head to the polls in 2024, although not all national elections will be free and fair. Romil Patel looks at some of the key votes from the world’s oldest to its largest democracies, as well as emerging markets – and what this means for investors.
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White papersMacroeconomic and financial market forecasts - April 2024
Macroeconomic forecasts as of 12 April 2024
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White papersMacroeconomics, Geopolitics, and Strategy - April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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White papersThe new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papersGold: “Things are now in motion that cannot be undone…”
A false sense of security as the economic cycle appears to be returning to ‘normal’. It’s not.
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White papersFixed Income Perspectives Q2 2024
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersCompanies and Climate change - An updated research application of the AIIB-Amundi CCIF*
The Climate Change Investment Framework (CCIF) was designed by the Asian Infrastructure Investment Bank (AIIB) and Amundi to tailor investment portfolios that actively consider alignment with the Paris Agreement. The CCIF considers the three dimensions of climate change mitigation and adaptation, and contribution to the transition to net zero.
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White papersSustainable Global Equity Report, 2023
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.
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VideoMeet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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White papersFixed Income Investment Outlook 2Q 2024
Investors continue to wait for clear signals as to the timing and extent of interest rate cuts. After last year’s significant progress on prices, inflation remains elevated and slow in its path toward target levels. That said, although the timing remains uncertain, we believe that the Federal Reserve and European Central Bank will likely begin their downward journey sometime this year.
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White papersEquity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
