All Global articles – Page 18
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Panel discussion - Investing in life sciences: venture capital global trends and forecasts
Theme 1: Life sciences venture capital funding picture:
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Distressed Credit: Changing Tides
For over a decade now, a low interest rate environment allowed for companies to take on significant levels of debt to fund their expansion efforts. Ray Costa, Benefit Street Partners, and Eric Larsson, Alcentra, discuss the impact of the changing US and European macro picture on the distressed debt market.
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Opportune timing - Top 10 interview with Paul Guest on unlocking real estate opportunities
Unlisted real estate sits between bonds and equities in terms of its risk-return characteristics. Historically it has offered higher returns than bonds, but lower risk than equities and listed real estate.
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Third Quarter 2023 - Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets
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Third Quarter 2023 Market Outlook
Despite a series of rolling crises, the global economy avoided the worst of potential outcomes in the first half of 2023. The reprieve reframes our outlook for the second half of the year and beyond.
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How pension schemes should view stagflation risks
There is an economic scenario that pension funds perhaps fear the most, but for which most are probably least prepared: Stagflation. Most schemes have a strategic asset allocation based on a relatively optimistic “goldilocks” scenario. Rightly so, you could argue, as stagflation’s heady combination of accelerating prices and meagre growth remains an economic rarity through history.
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Building momentum
Top 10 interview with Roland Hantke on unlocking infrastructure opportunities
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Investment View: No Pain, No Gain
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations
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Biodiversity: Understanding a key new global investment trend
Tackling biodiversity loss in our natural world is a major challenge and urgent new focus for governments, businesses and society. The Investment, Market and Macro Research, and ESG Integration & Solutions teams at Generali Insurance Asset Management dive into what investors need to know about this increasingly important investment driver and how to distinguish biodiversity-related risks and opportunities.
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The lasting bond: Will global yields retain their highs?
After several years of being at rock bottom, bond yields have entered a very intriguing place.
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Impact Opportunities Equity Q2 2023
Like any new technology, AI will be a disruptor in the truest sense, bringing both positive and negative impacts for society and the global economy. In this report, the Impact Opportunities team explain why they believe healthcare is one area where AI will overwhelmingly be a force for good.
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360°, Q2 2023: Divergence, duration, dislocation
In the latest edition of the 360°, our quarterly fixed income report, we provide an overview of the key themes shaping the fixed income narrative and the team’s outlook for the months ahead.
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High Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
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Higher for Longer, or Are Central Banks Overdoing It?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions.
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Central Bank Watch: Not sufficiently restrictive just yet
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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Opportunities lie beyond precarious path to growth
A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.
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ISA Briefing: The impact of residential mortgage resets
In recent editions of LaSalle Macro Quarterly (LMQ), many charts have highlighted interest rate rises. LaSalle has especially focused on the repricing of income-producing real estate that rate rises have triggered in much of the globe.
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How technological transformation is shaping Asia’s future
The hype surrounding advanced technology has reached fever pitch, from the latest breakthroughs in artificial intelligence (AI), to the new Apple headset which some believe could revolutionise the virtual experience and take the metaverse mainstream.
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Global Macro Outlook - Third Quarter 2023
Steadfast global resilience to recession highlighted the quarter, although the outlook hasn’t necessarily improved. But with labor markets tight and wages keeping pace with inflation, consumers are navigating the economy’s rough patches. Still, we expect growth to slow in time.