All Global articles – Page 19
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White papers
Relative Value & Tactical Asset Allocation: Q3 2023
As most central banks are nearing the end of the hiking cycle, JP Morgan’s Global Manufacturing PMI Index remained at a level consistent with a contraction. It was the ninth consecutive month below the neutral level of 50.
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White papers
An updated journey of the road to net zero carbon
In order to support the objectives of the Paris Accord, governments in major countries across the world have committed to reach net zero by target dates between 2030 and 2060.
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White papers
Private real estate entry points emerging amid selloff
A 12-year investment cycle fueled by historically low rates is coming to an end as private real estate reprices
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White papers
As private real estate sells off, conviction in listed REITs grows
Recent market events support our belief that favorable entry points are emerging for global listed REITs
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White papers
Navigating the Evolving ESG Landscape
Expanding interest in ESG suggests that issuers are likely to be called upon for more disclosure, communication and progress in the coming years, making it crucial to effectively navigate these areas.
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White papers
Three Reasons Why the Fixed Income Environment May Be Better Than You Think
While there are a number of risks creating volatility and unease across the market, there are also reasons to believe that today’s fixed income markets offer a range of compelling opportunities.
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Global Risks 2023 – Mid-Year Review
Since our last global risks update in January, we believe risks have increased, on balance.
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White papers
Global Investment Views - July 2023
Equities have been boosted by optimism relating to slowing inflation and stable economic data recently In the US, a large chunk of these gains came from the mega tech stocks, including the ones led by the AI wave.
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Mid-year 2023 outlook: Time to engage more fully
In this Global Investment Outlook, we focus on the attractiveness of investments beyond cash including fixed income, equities and alternatives. Our investment teams provide useful exhibits to discuss opportunities for the rest of the year.
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Geopolitical shifts and investment implications
Geopolitical risks are here to stay
Russia’s incursion into Ukraine and the great power rivalry between the US and China have catapulted investors into a new reality of constant and increasing geopolitical risks. -
White papers
A Triumvirate of Macro Mega-forces
Deglobalization, a shrinking working-age population and climate change are set to define the strategic investment outlook. Much is written on these topics individually, but their economic impact is most clear when they act in concert to imply the same directional outcome for macro variables.
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White papers
Private Markets Outlook: New ideas for a new regime
The end of the easy money era requires new approaches to private market investing. We reveal the key risks and opportunities across major private market asset classes and the critical investment implications to consider to prosper in this new market landscape.
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Webinar
Net Zero on 11 July
In 2015, under the Paris Agreement, commitments were made to drastically reduce greenhouse gas emissions, bringing them “close to zero” by 2050 (“Net Zero” or “NZ”). Asset Owners, like Asset Managers, have an important part to play in contributing to this global transformation effort.
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Webinar
Mid-Year Outlook on 29 June
The second half of 2023 is likely to bring a further deceleration in global economic activity and see major policy interest rates reach their peak. A bright spot is the widening growth advantage that emerging economies look set to enjoy over their developed peers.
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Real estate: tough markets reveal opportunities Q&A with Carly Tripp
In recent quarters, we have watched real estate valuations fall. How can investors navigate these tough markets? We sat down with Carly Tripp, Global Chief Investment Officer of Nuveen Real Estate, to find out.
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White papers
Secular Outlook 2023 - Asset class return forecasts for the next five years
Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.
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Video
Secular Outlook 2023 – Asset class convictions for the next five years
Luca Paolini, Chief Strategist at Pictet Asset Management, explains what may drive financial markets over the next five years
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White papers
Unrest in Russia: Stay calm, invest on
Four of Allspring’s investment leaders provide their insights on Russia’s current instability and the situation’s potential impacts on asset classes.
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White papers
2023 Mid-Year Investment Perspectives
Financial markets have been surprisingly resilient this year, despite stubborn inflation, further rate hikes and bank failures. As we move into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors.