Outlooks

  • Companies and Climate change - An updated research application of the AIIB-Amundi CCIF*
    White papers

    Companies and Climate change - An updated research application of the AIIB-Amundi CCIF*

    2024-04-12T11:44:00Z By Amundi Asset Management

    The Climate Change Investment Framework (CCIF) was designed by the Asian Infrastructure Investment Bank (AIIB) and Amundi to tailor investment portfolios that actively consider alignment with the Paris Agreement. The CCIF considers the three dimensions of climate change mitigation and adaptation, and contribution to the transition to net zero. 

  • Impact Opportunities Equity, Q1 2024
    White papers

    Impact Opportunities Equity, Q1 2024

    2024-04-12T11:29:00Z By Federated Hermes

    Financial inclusion is an essential part of ‘building back better’; not just as a moral imperative but as a significant economic opportunity which offers real benefits for society as a whole. In our latest quarterly report, the team highlight several companies breaking down the barriers to accessible and affordable finance.

  • Investing in the now
    White papers

    Investing in the now

    2024-04-12T11:06:00Z By Federated Hermes

    The Fed is not feeling pressure to cut rates.

  • Breadth and Balance
    White papers

    Breadth and Balance

    2024-04-11T12:01:00Z By Neuberger Berman

    The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.

  • Who will finance the green transition? Can central banks help?
    White papers

    Who will finance the green transition? Can central banks help?

    2024-04-08T16:26:00Z By Amundi Asset Management

    ”With public debt at unprecedented levels, it is difficult to see how governments could consider contributing any sizeable amounts.”

  • Capital Market Assumptions 2024
    White papers

    Capital Market Assumptions 2024

    2024-04-08T16:20:00Z By Amundi Asset Management

    Last year we enhanced our Capital Market Assumptions approach by including a social dimension considering the impact of rebalancing labour / profits on earnings. This social component was added to the climate change assumptions introduced in 2022, which evaluate how the future trajectory of the energy transition will affect the key economic variables driving our forecasts (GDP growth, inflation, productivity, etc.), and the way we model asset class behaviour – with regards to earnings growth in particular.

  • Rotations at play in equity markets
    White papers

    Rotations at play in equity markets

    2024-04-08T13:36:00Z By Amundi Asset Management

    In 2024, the equity rally has weakened in the tech heavy Nasdaq Index which was the leader last year, now in favour of other regions. Large cap companies in the Eurozone and Japan posted double digit returns in Q1.

  • Best ideas across asset classes
    White papers

    Best ideas across asset classes

    2024-04-05T11:06:00Z By Nuveen

    Stocks have enjoyed a strong rally, but despite (or perhaps because of) recent price increases, we retain an overall neutral view toward global equities. Continued strength in the global economy, and especially remarkable resilience in the U.S., provide a solid foundation for stocks. However, valuations have become stretched thanks to what we believe are overly dovish expectations for interest rate declines and monetary policy. 

  • The appeal of private assets in 2024
    White papers

    The appeal of private assets in 2024

    2024-04-04T12:27:00Z By Nuveen

    The macro environment in 2024 will likely spur demand for private assets from all types of investors in our view. In this higher-for-longer environment, private assets could continue to be a compelling source of risk-adjusted returns, income and diversification.

  • Portfolio construction themes
    White papers

    Portfolio construction themes

    2024-04-04T11:20:00Z By Nuveen

    Like surfers bobbing in the ocean as they look for the perfect wave, many investors today believe better conditions will come if they just hold out long enough. But delaying too long could mean missing the ride entirely. 

  • The economy and markets
    White papers

    The economy and markets

    2024-04-04T10:54:00Z By Nuveen

    The risks of a U.S. and global recession have receded considerably after appearing elevated last year. Despite expectations for a material slowdown in growth over the course of 2023, economic data broadly surprised to the upside. Instead of flatlining, the U.S. economy grew more than 3%, while China expanded by over 5%. Both results outpaced consensus expectations. 

  • 2024 2Q outlook- Adapting to high tide
    White papers

    2024 2Q outlook: Adapting to high tide

    2024-04-04T10:44:00Z By Nuveen

    Originally written and recorded by a Jamaican trio in 1967, “The Tide Is High” made its biggest splash with the now-classic 1980 cover version that topped the charts around the world. Thematically simple, the song’s familiar chorus acknowledges challenging circumstances while expressing the narrator’s resilience (“I’m holding on”). It’s an apt soundtrack for today’s investors as they acclimate to a high-tide environment of their own.

  • Great Expectations- Is engagement living up to its promise?
    White papers

    Great Expectations: Is engagement living up to its promise?

    2024-04-03T13:49:00Z By PGIM

    Is ‘engagement washing’ poised to be the next term maligning asset management’s ESG movement? Institutional investors often engage with companies they invest in to improve those companies’ environmental, social and governance practices – rivalling capital allocation as a core mechanism for achieving sustainable investment outcomes. But do engagement activities really deliver impactful, positive, real-world outcomes?

  • power-energy-adobestock-112718528 1380x800
    White papers

    Mind the (economic) gap: Infrastructure Debt 2024 Report

    2024-04-03T11:37:00Z By Nuveen (Infrastructure)

    Nuveen’s Don Dimitrievich was recently featured in Infrastructure Investor’s 2024 Infrastructure Debt Report and shared his insights on how the Energy Infrastructure Credit team is providing flexible capital solutions and finding opportunities in the gaps in today’s high cost of capital environment.

  • mandg_1208x604_thumbnail_Does corruption perception matter
    White papers

    Does corruption perception matter to investors?

    2024-04-02T15:38:00Z By M&G Investments

    It’s not lost on any investor that nearly half the world’s population is set to participate in elections this year, with a select few anticipated to significantly alter a country’s trajectory. With this in mind, we ask, do corruption perception trends matter to investors?

  • Engagement Plan 2024-2026- engagement priorities
    White papers

    Engagement Plan 2024-2026: engagement priorities

    2024-03-28T11:07:00Z By Federated Hermes

    With the release of the EOS Engagement Plan 2024-2026, in this video we explore four of our priority engagement themes.

  • Politics and the investor
    White papers

    Politics and the investor

    2024-03-28T10:16:00Z By Federated Hermes

    With more than a quarter of the world’s population going to the polls this year, we consider the investment implications of elections in India, Mexico, South Africa, the UK and the US.

  • Neuberger Berman Private Markets Q4 2023 Preliminary Valuation Summary and Analysis
    White papers

    Neuberger Berman Private Markets Q4 2023 Preliminary Valuation Summary and Analysis

    2024-03-27T17:47:00Z By Neuberger Berman

    Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.

  • Green machines- the future of transport
    White papers

    Green machines: the future of transport

    2024-03-26T15:35:00Z By Columbia Threadneedle Investments

    The transportation sector is largely powered by petroleum-based fuels, and contributes about 25% of global greenhouse gas (GHG) emissions. Clearly, there is a need to move people and freight, but leading global economies are working to decarbonise the sector through technological innovation, policy change and greater efficiency.

  • Dollarisation in emerging markets
    White papers

    Dollarisation in emerging markets

    2024-03-20T15:36:00Z By Franklin Templeton

    The Franklin Templeton Fixed Income team believes nations facing economic turmoil, marked by currency devaluation and hyperinflation, see dollarisation as a fast track to restoring economic equilibrium.