All Multi-Asset articles – Page 12
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White papers2023 Mid-Year Investment Perspectives
Financial markets have been surprisingly resilient this year, despite stubborn inflation, further rate hikes and bank failures. As we move into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors.
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White papersMid-year outlook 2023: investment convictions
Caution in equities is still required while Fed rates plateau. Market performance between when the Fed stops raising rates and the first cut could be positive or negative, depending on economic conditions.
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White papersCommodities and Responsible Investing: An Impossible Marriage?
A framework for thinking about commodities in a responsible investing context.
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White papersCross Asset Investment Strategy – special edition: mid-year outlook 2023
“A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.”
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White papers“Investing at a Crossroads” Revisited
Nine months ago, we set out a playbook for the transition to the new investing environment—here’s why it still applies as the rates cycle peaks and inflation eases.
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VideoThe Inside Track - Public and Private Markets Outlook; Episode 2: Commercial Real Estate
(9:15) In this short video experts from our public and private markets teams consider the outlook for commercial real estate.
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White papersTactics and Strategy
We tend to think about diversifying across asset classes, sectors and regions, but diversifying across investment timeframes can add value, too.
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White papersResolving the Puzzle
To make sense of today’s market conundrum, remember that things could have been worse than they are, and that investors are more defensive than they appear.
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PodcastOuterblue Convictions – Global Investment Views: All eyes on the debt ceiling
Washington remains firmly in the spotlight this month as the US debt ceiling negotiations remain at a deadlock. While a deal is expected sooner or later, what damage will be done in the meantime, especially as the economy in the United States had already been expected to slow?
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White papersBuilding bridges to India’s future investment opportunities
India’s strong demographics and role in the geopolitical arena make it a long-term opportunity for global investors.
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White papersConnecting the Disinflation Dots in Multi-Asset Strategies
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
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White papersWhat ‘Data-Dependent’ Feels Like
As central banks become more “data-dependent,” will monetary policy become less predictable and markets potentially more volatile?
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White papersAsset Allocation Committee Outlook: 2Q 2023
Despite equities holding up well so far in 2023, the Asset Allocation Committee remains cautious, anticipating volatility as we approach peaks in rates and inflation and troughs in economic growth and earnings.
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PodcastOuterblue Convictions – Global Investment Views: No time to change course
The turmoil of March may be behind us, but market signals are conflicted about what comes next. A disconnect has appeared as bond markets look to price in a recession in the US, whilst on the equity side earnings expectations still appear overly optimistic. Against this back-drop, investors are wise to keep plotting a cautious course.
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White papersDividend Investing: Broader Is Better for Multi-Asset Strategies
Investing in dividend-paying stocks has proved to be a helpful strategy, outperforming global markets over the long term. But their returns can fluctuate, with outcomes influenced heavily by market conditions and stages of the business cycle.
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White papersCross Asset Investment Strategy - April 2023
Financial stability concerns to tip the balance towards a US recession.
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White papersTurning, Not Re-Turning
It makes sense to prepare for the turning point in this cycle—but not by returning to the winners from the last cycle.
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White papersA rocky net zero pathway
In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path. Security, affordability (in volume and prices) and sustainability of the energy supply were challenged, driving the need to diversify the energy supply mix.
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White papersDiversity and Inclusion—an Investor’s Handbook
Companies are beefing up their DEI initiatives to attract and retain employees amid increasing regulatory requirements. DEI can contribute to an inclusive corporate culture and provide firms with a distinct edge over less-proactive competitors. For investors, the key is knowing which criteria to look for when evaluating companies.
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White papersAt the Crossroads, Seeking Direction
Faced with historically inverted yield curves, unbalanced equity markets and economic conditions unseen for 40 years, investors are agonizing over their next steps.
