Latest Manager Research – Page 127
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White papersTop 10… Questions for real estate markets in 2023
A year ago, the world remained in the grips of the COVID-19 pandemic and the Omicron variant had just emerged. 12 months on and the pandemic has largely subsided, only to be replaced by a brutal war in Ukraine and inflation reaching multi-decade highs.
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White papersOutlook 2023: Private assets
2023 is set to be difficult. We outline three things private asset investors can focus on to maximise resilience and optimise long-term return potential.
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White papersUruguay’s experiment in sovereign sustainability-linked bonds
Uruguay has made strides in ESG (environmental, social and governance) investing with the issuance of a sustainability-linked bond (SLB), making it only the second sovereign issuer to do so.
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White papersThemes for thought: responsible investment in 2023 and beyond
Many responsible investment funds struggled in 2022 due to low exposure to gas and oil and a quality bias, but says Claudia Wearmouth, the investment case remains intact and responsible investing is now mainstream investing.
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White papersFacing a less global globe: the next decade
The world economy as we know it has been shaped by several waves of globalisation. In the latest part of our series “The Next Decade”, we explore their origins and the forces that are bringing the third wave – and its lower inflation – to an end. What can we expect from this shift?
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White papersLooking ahead: U.S private credit in an age of scarcity
For over a decade, including through COVID-19, the tide of capital has flowed mostly in one direction: into markets. That’s because since the Great Recession of 2008, the U.S. Federal Reserve has kept interest rates low. Public credit, both loans and bonds, benefited from this support. But as we look ahead to 2023, it is important to shift our gaze and examine the impact of rate hikes and quantitative tightening on capital markets and private credit.
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White papers2023 Investment Perspectives
M&G’s Chief Investment Officers share their perspectives on the key themes influencing financial markets for 2023. With major central banks raising interest rates to control high inflation and worries about the global economic outlook growing, there are plenty of uncertainties for investors to navigate. However, are there also grounds for optimism?
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White papersNo more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
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White papersBullish on bonds in 2023
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes.
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White papersLong-term capital market expectations: Brighter times ahead
Franklin Templeton Investment Solutions capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
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White papersCryptonite
The FTX collapse is a blow to the idea of finance industry disruption and a potential source of volatility, but we think systemic contagion into broader financial markets is unlikely.
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White papers2023 US muni bond outlook: A rough year in muni markets, yet reasons for optimism
While 2022 was a challenging year for the muni-bond market, 2023 is setting up for more positive momentum, according to Franklin Templeton Fixed Income Municipal Bond Director Ben Barber. Read the team’s views on the year ahead.
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White papersHere’s How You Can Strike Like Messi or Ronaldo in Qatar’s World Cup
Find out more about the potential opportunities in metaverse technologies, where 5G is key a player.
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White papersImpact of Rising Inflation on European Logistics Real Estate: Q3 2022
RECORD HIGH INFLATION IN THE EUROZONE: Europe, much like other parts of the world, is grappling with inflation levels not seen since the oil shocks of the 70s.
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White papersReal estate 2023 outlook
The themes for 2023 in real estate are driven predominantly by the continued fallout of surging inflation and interest rate hikes from central banks. While the general consensus is that monetary policies will start to ease in the new year, the impact it will have on real estate is yet to be fully felt.
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White papersPrivate Real Estate Investing Amid Macro Uncertainties
COVID has been a “black swan” event that severely disrupted a normal market cycle and our daily lives starting in 2020.
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White papersAge-Restricted Apartments: A Compelling Investment Opportunity
Age-restricted (AR) apartments appear to be an increasingly compelling investment opportunity within the residential real estate market.
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White papers2023 multi-asset outlook: Harnessing the power of duration
Yield is set to be a more important component of total return for investors during the next few years, according to Franklin Income Investors.
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White papers2023 Outlook: European energy demand picture could spell milder recession
Energy remains a key factor in Europe’s shorter-term economic and stock market performance, and while the region remains on the brink of recession, there are signs the downturn may not be as deep as feared in the immediate aftermath of Russia’s invasion of Ukraine.
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White papers2023 global macro outlook: Looking toward a non-dollar asset recovery
Templeton Global Macro: The greatest areas of value in sovereign bond markets may be found in non-dollar assets, especially in Asia and specific local-currency emerging markets.
