Global equities managers 2019

In summary

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Survey overview - Global equity managers 2019

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Supporting documents

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IPE Survey - Global equity managers 2019
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Topics

White papers
Four for fixed income: The themes driving bond markets

2026-08-04T11:35:00Z

Many investors entered 2026 expecting slower growth, cooling inflation, and eventual Federal Reserve rate cuts. Instead, markets have faced a more complicated reality, with geopolitical tensions rising, oil prices moving higher, rates backing up, and investors pricing a meaningful probability of additional Fed tightening. Yet the U.S. economy remains resilient, inflation has generally improved, and productivity gains driven by technology and AI continue to support growth.
White papers
German reforms: what do they mean for European equities?

2026-07-31T15:50:00Z

The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy Germany/Europe” signal. The principal upside risk is a confidence-led private capex cycle. The key downside risk is implementation failures and higher bond yields, which could turn a productive investment programme into a less equity-friendly fiscal expansion.
White papers
Growing hopes for an industrial renaissance in Germany

2026-07-31T15:47:00Z

Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.