All Multi-Asset articles – Page 8
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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 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 papersWill US employment hold its ground?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we observe that the Federal Reserve’s aim to raise unemployment in its fight against inflation is starting to pay off, but will the central bank also be able to contain the upcoming recession?
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PodcastThe Investment Podcast: CIO perspectives on 2023 and the inflation equation conundrum
M&G’s CIOs, Fabiana Fedeli, Will Nicoll and Jim Leaviss share their views as we head into 2023, discussing valuation opportunities, the depth of a potential recession – and how much closer we are to the light at the end of the tunnel of rate hikes and rising inflation.
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White papersInvestment Outlook 2023 – Investing in an age of transformation
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation and fundamental geopolitical shifts have led to rising demands on governments.
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White papersWhen bonds fail to hedge: the problem with conservative portfolios
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine why the performance of ‘conservative’ portfolios has suffered from using fixed income to lower volatility, rather than cash.
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White papersWhat does the UK’s LDI shock say about leverage and liquidity?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the factors behind the recent LDI market shock in the UK and consider whether these risks can be alleviated going forward.
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White papersThe BoE vs UK Government: a harbinger of policy clashes elsewhere?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the recent liquidity crunch in the UK and consider whether similar policy policy-driven conflicts between governments and central banks could trigger further market crises.
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White papersHave we become too used to low rates?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the extent to which interest rate rises, rather than other macro and geopolitical factors, have been responsible for the falls in both equities and bonds this year.
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White papersWhy hold Chinese bonds in multi asset?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine Chinese bonds to ascertain whether they warrant greater inclusion in multi-asset portfolios.
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White papersWhen markets resist recession risk, macro analysis is pivotal
Asset prices are seemingly defying the global economic gloom, making analysis of macro indicators important in understanding how market conditions might evolve. In the latest quarterly edition of Simply put, we explain our current multi-asset portfolio positioning and the integration of a new, proprietary real-time macro overlay into our investment process.
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PodcastDisruptive Forces in Investing Podcast: Investing at a Crossroads
As many of the tailwinds of the past 40 years turn to headwinds, what could be the new long-term investment playbook?
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White papersThe Case for Unconstrained Multi-Asset Portfolios: Navigating the Challenges of Public-Private Investing
As investors navigate the challenges of integrating public and private markets we believe a single, unconstrained multi-asset portfolio can deliver a more efficient and opportunistic solution.
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White papersNo central bank pivoting: time to be cautious
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we take stock of the Federal Reserve’s determination to bring inflation under control at the cost of economic growth and outline how this is impacting our portfolio positioning.
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White papersThe Nominal and the Real
What might be the playbook for a potential recession in which nominal GDP grows by 8%—and are investors only just recognizing that they need one?
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White papersMulti-asset investing in times of volatility
2022 has been one of the most volatile periods in recent years for global equity and fixed income markets. The outbreak of the war in Ukraine, global supply chain disruptions, global inflationary pressures, less accommodative central banks and COVID-19 restrictions in China have all weighed on investor sentiment.
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White papersAllocation Views - August 2022
We often comment in Allocation Views that it is appropriate to follow a nimble approach. This is no doubt a “timeless and universal” feature of our investment style, but it is especially pertinent today. As we always do, we look at the world through the lens of our three key themes and find reasons for caution across the board.
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White papersFed prayer becomes a plea
The Franklin Templeton Investment Solutions team opines on what to expect from the Fed, gauges the probabilities of a recession and implications for asset markets.
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White papersUkraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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VideoBuilding resilient portfolios amid inflation
After a thirty-year hiatus, inflation has become one of the main risks for investors to manage leading to other concerns that come along with uncertain markets.
