All Global articles – Page 6
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White papersFive-year investment outlook
Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds.
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White papersQ3 2024 Outlooks: Opportunities and Risks with the World at a Crossroad
The global economy has continued its momentum, retaining a level of resilience that has withstood a flurry of challenges ranging from tighter monetary policy and borrowing conditions to a rise in geopolitical tensions. The US has powered global growth amid divergent results around the world, and with inflation cooling, central banks have either cut interest rates or signaled their intention to loosen policy.
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White papersCentral Bank Watch: A slow burn
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).Each central bank is scored on three parameters: Inflation Outlook Perception, Quantitative Easing/Liquidity Management Programs, and Interest Rate Forward Guidance. Each parameter can be scored from a range with a minimum of -2 (dovish) and a maximum of +2 (hawkish).
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PodcastInflation Shifts and the Bond Market Response
Explore the impact of higher inflation on bonds, the potential for rate cuts in the US and Eurozone, and the relative attractiveness of bonds as an investment.
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White papersEMEA Investment grade outlook, H2 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?
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PodcastOuterblue Convictions – Global Investment Views – Trends steering markets
It’s been a busy month for central bank interest rate decisions, but while the European Central Bank, the Bank of Canada and Swiss National Bank have chosen to cut rates, the Federal Reserve is still pondering the timing of its next move.
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VideoFund Selector Masterclass - Global Equities
In this Fund Selector Masterclass, expert panellists, including Martin Todd, Portfolio Manager of Sustainable Global Equity at Federated Hermes, is joined by a top fund selector to discuss global equities, where they see opportunities and what’s ahead for H2 2024 and beyond.
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White papersGlobal Macro Outlook: Third Quarter 2024
There’s more evidence that growth is slowing, but it appears manageable and unlikely to lead to recession. While rate cuts have begun outside the US, we expect the Fed to follow suit by December. Political developments, especially the election cycle, are now coming into frame.
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VideoEmerging markets equities: What does the future hold?
Emerging market equities are poised to benefit from a variety of positive dynamics, ranging from diversified supply chains to easing monetary policy across developed and developing economies. But China’s slowdown and a spate of elections this year pose challenges. Join portfolio managers Brad Freer and Arthur Caye as they discuss these evolving dynamics and how investors should think about allocation to the asset class.
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White papersEquity Outlook: Making Way for the Magnificent Others
Despite narrow market concentration, we see opportunities in high-quality stocks that haven’t yet been rewarded. Global stocks posted healthy gains in the first half of 2024, although second-quarter performance moderated from the previous quarter’s breakneck pace. With inflation still sticky and equity returns concentrated, the time may be right for investors to broaden their horizons.
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VideoTalking Markets – Infrastructure Investing
In this episode of Talking Markets, Fund Manager, Jim Wright, discusses the key trends and themes he is currently seeing across the infrastructure sector, the impact of rising electricity demand in the U.S, politics and infrastructure spending, and the current positioning of the Premier Miton Global Infrastructure Income Fund.
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White papersThe Role of Cold Storage in the Supply Chain
Food, one of life’s basic necessities, relies on cold storage for its safe, efficient and effective distribution to U.S. and global populations.
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PodcastSpeaking of Alternatives
Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, guests join Eric Adler, President and CEO of PGIM Private Alternatives, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the headlines and scrutinise the latest trends and strategies driving this important asset class.
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White papersFilling the void: A brief history (and future) of lending disruption
While the 2008 global financial crisis greatly sped up the growth of private credit, where is the disruption of bank lending headed next?
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White papersPreparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
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VideoEmerging Markets: Q2 CIO Update
Chief Investment Officer Sean Taylor provides a Q2 update on what’s driving emerging market growth, a regional outlook on key countries, the impact of the 2024 global election cycle, and why country selection is a key risk control in seeking opportunities.
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White papersIPM monthly blog – Edition June 2024: Our monthly insights into private markets
Commencement of interest rate cuts to support market
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White papers2024 midyear outlook: Widening cracks in the investment landscape
“Step on a crack, break your mother’s back” conjures up images of children playfully jumping over gaps between sidewalk squares. As grownups, we can indulge such youthful superstitions as harmless. As investors, however, we recognize the very real risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. This is the challenge we’re facing midway through 2024.
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White papersBest ideas across asset classes
A combination of global economic resilience and strong corporate earnings has propelled equity markets higher over the first half of 2024. This upward move has been accompanied by less favorable valuations, which (combined with uncertainty surrounding central bank policy) leads us to stick with a neutral view toward global stock markets.
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White papersQ2 2024 CIO Review and Outlook
CIO Sean Taylor says the second half of the year looks positive for emerging markets but country selection as a risk control will be critical in what is proving to be a politically-charged period for equities.
