All Global articles – Page 28
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White papersHigh 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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White papersHigher 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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White papersEquity 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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White papersOpportunities 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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White papersISA 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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White papersHow 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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White papersGlobal 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.
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White papersRelative 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 papersAn 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 papersPrivate 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 papersAs 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 papersNavigating 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 papersThree 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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White papersGlobal 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 papersGlobal 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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White papersGeopolitical 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 papersA 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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WebinarNet 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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WebinarMid-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.
