All Global articles – Page 45
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White papersGlobal Investment Views - June 2024
“Expectations of monetary easing by central banks may support areas that show earnings resilience and are attractively priced.”
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WebinarWebcast – Unpacking recent global economic trends
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give their views on topics including the outlook for a resilient US economy and the effects of November’s election on interest rate policy. They discuss the signs of an economic pick-up in the eurozone economy and the chances of growth in China hitting Beijing’s 5% target.
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PodcastSound Progress - Episode 9
What happens in the US can – and typically does - have a global impact.
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White papersEquity rally shifts to Emerging Markets
“Emerging markets offer opportunities in regions such as Asia, led by strong economic growth, domestic demand and favourable geopolitics.”
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Video(More) Questions Answered: Global Emerging Markets
In this video, Chris Clube, Co-Portfolio Manager, discusses the most compelling areas of opportunity for investors in EM outside of Asia and how the Strategy’s portfolio stands to benefit from the surge of AI adoption in the market.
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White papersWater in crisis – searching for solutions
The world is facing a water crisis. Around the globe we either have too little (drought), too much (flooding) or too toxic water.
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White papersEconomic Monthly: Flying Blind
The U.S. Federal Reserve (the Fed) has reduced the pace of quantitative tightening (QT), the European Central Bank (ECB), and potentially even the Bank of England (BoE), could begin cuts as soon as next month, and the dot plot shows the Federal Open Market Committee (FOMC) cutting rates later this year.
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White papers10 trends driving the global data center market
AI is driving enormous increases in demand—and massive densification.
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White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios.1 In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
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White papersDigital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
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PodcastThe Investment Podcast: The return of equity income
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates. Listen for more.
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White papersMacroeconomic and financial market forecasts - May 2024
Monthly Cross Asset - Macroeconomic and financial market forecasts
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PodcastOuterblue Convictions – Global Investment Views: Bright spots in a trickier phase?
The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and inflation continue to preoccupy. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what’s been catching their attention over the past month and how these factors are influencing projections.
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White papersSchroders Capital Global Real Estate Lens April 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersGlobal Investment Views - May 2024
Recent inflation and growth data from the US indicates continued strength in the economy, leading us and various institutions including the IMF to revise up US growth. We see the current strong momentum to continue into Q2 but expect a deceleration in H2, without negative growth in any quarter.
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White papersHedge Fund Outlook H2 2024
Hedge Funds (HF) are up 4.2% year-to-date as of March 2024, which compares well with diversified global allocations, including 40/60 Equity/Bond portfolios which are up around +2.2% and have higher volatility. HF performance year-to-date was led by CTAs, EM focused and L/S Equity both Directional and Neutral. Overall, the HF industry continued to produce very strong alpha, up an estimated 6%+ y/y.
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White papersIs carbon capture the climate fix we need?
To date, carbon capture, utilisation and storage (CCUS) has been long on promises and short on delivery. But hard-to-abate industries are likely to rely on the technology to get to net-zero emissions. Michael Yamoah and Shoa Hirosato examine the implications for companies and investors.
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White papersYour Questions Answered: Global Emerging Markets
In the latest in our ‘Your Questions Answered’ series, Chris Clube, Co-Portfolio Manager on the GEMs strategy, discusses the team’s definition of a ‘quality’ company, their view on investing in Chinese equities and whether the India growth story is overhyped.
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White papersShort duration credit: ride the wave
The Euro Kurzlaufer Strategy’s global short duration approach allows it to respond and maximise overall returns based on the relative value of assets, whatever the direction of yields.
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White papersSDG Engagement Equity Q1 2024 case study
Our Q1 case study looks at Chicago-headquartered bank Wintrust Financial and its efforts to support the credit needs of low- and moderate-income neighbourhoods in the Chicago area; in so doing helping to reduce the number of ‘unbanked’ households in the US.
