All Investors articles – Page 2
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White papers
Blue bonds: A growing resource for sustainability financing
Issuance of sustainable debt has exploded over the past 10 years as investors seek investment returns by allocating capital toward sustainability efforts. This trend is likely to continue as climate change‐related challenges become increasingly frequent and disruptive, and several governments have responded by deploying increasing amounts of capital to sustainable projects.
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White papers
Investors prep for June rate cuts
Stronger-than-expected US data this year has led markets to reprice rate expectations, with the first full cut from the ECB and the Fed now forecast for June 2024.
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White papers
Earnings Remain Key in a Confusing Macro Picture
Macro uncertainty is high, but the earnings season has been solid—and not only in the U.S.
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White papers
Broadening the Path to Low-Carbon Investing
A Diversified Approach to Climate-Focused Equities
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White papers
Consider This: Indian elections 2024
India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies.
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White papers
Why Asia Matters
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
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White papers
Investors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papers
A year to savour the certainty of coupons (over the guesswork of earnings)
2023 was a year plagued by geopolitical uncertainty and stubborn inflation, fuelling a series of rate hikes and rate market volatility. Markets witnessed a dramatic pivot in Q4, however, which renewed optimism and repaired lacklustre total returns for fixed income. This year, investors are yearning for more certainty.
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White papers
Institutional investors’ approaches to responsible investing
In this paper, we aim to understand institutional investors’ approach to responsible investing, which has become an important consideration in many investors’ portfolio management decisions. We conduct in-depth qualitative interviews with more than twenty institutional investors – mostly consisting of pension plans and central banks –, and complement our insights with relevant findings from academic literature.
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White papers
European Bonds: Will Cash Stay King as Rates Reverse?
Investors who stay too long in cash may find they’ve missed out.
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White papers
Access for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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White papers
Can the banks deliver for investors in 2024?
Today, with the exception of the US regional banks, fundamentals across the banking sector are the strongest they have been in decades.
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White papers
Angling for Growth Potential and Income? US Markets Offer Multi-Asset Investors Both
The US can be an expansive single source of long-term growth potential and income.
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White papers
Multi-Asset Outlook 2024: Embracing the “Less Exceptional”
After pandemic-era extremes, growth and inflation should approach historical averages in 2024. Here’s how multi-asset investors can respond.
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White papers
Voluntary Carbon Markets: Is the nuance lost in the noise?
The integrity of some of the world’s Voluntary Carbon Market (VCM) schemes is a hot-button issue. However, we believe it’s important to understand some of the differences in standards around the world – as well as the progress being made towards tightening them.
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White papers
Geopolitics in an election-heavy year
”We are witnessing a global realignment towards a multi-polar world, and geopolitics will be a crucial factor to watch for investors in 2024.”
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Webinar
Navigating Emerging Markets Through the Ballot Boxes
Join us on Thursday 1 February, as Yerlan Syzdykov, Global Head of Emerging Markets and Anna Rosenberg, Head of Geopolitics for Amundi Investment Institute, assess how geopolitical shifts could impact emerging markets, dive into market trends and explore the investment opportunities that are shaping the asset class.
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White papers
2024 alternative credit insights: Taking center stage
Investors were reminded of the growing importance of alternative credit in portfolios during the interest rate run-up — and accompanying market volatility — that began in early 2022.
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White papers
DPP wins Taiwan elections: key take-aways for investors
The DPP aims to maintain the status quo in cross-strait relations but firmly opposes the 1992 Consensus and the ‘One China’ policy, including Beijing’s proposed ‘one country, two systems’ model for reunification.