Outlooks – Page 122
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White papersFed Unwinding the Bernanke Experiments: Progress Report
The Fed will likely experience interesting challenges as it seeks to fashion a sustainable monetary policy that fits with the current economic climate and regulatory framework.
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White papersDB Pensions: Is Cash Flow–Driven Investing Right for Everyone?
UK defined benefit schemes are now mostly cash flow–negative.
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White papers5G in Latin America: A region’s global competitiveness at stake
So far, this series, 5G: The Foundation for a HyperConnected World, has examined the transformational technology that will redefine communications and have lasting impacts on several industries. Most recently we’ve explored 5G’s potential impact in Africa and how the continent could benefit from the technology.
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White papersPrivate assets outlook: a premium on innovation
As investors await the bottom of the interest rate cycle, we consider three key themes to look out for in private asset markets.
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White papersCross Asset Investment Strategy: April 2018
The world is not yet fully out of the aftermath of the 2007-2008 financial crisis, when the question is already raised on the risk of another crisis.
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White papers5G in Africa: Connecting a continent ripe for innovation
So far, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and have lasting impacts on several industries. Most recently we’ve explored 5G’s significance in Asia and what the future could hold.
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White papersEconomic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
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White papersGlobal Investment Views: April 2018
While still benefitting from a global synchronised growth outlook (likely peaking), financial markets are getting nervous, experiencing the fatigue of a more mature phase with new sources of volatility arising.
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White papersWill Geopolitics Fuel Global Volatility?
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile.
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White papersCan Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
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White papersTen key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This adds to the measures announced on March 8, when US President Trump signed an order that imposes tariffs on imported steel (25%) and aluminum (10%), effective on March 23.
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White papersEconomic Insights: February 2018
What happens after growth peaks? A bit of deceleration. When things are so good they can’t get any better, they usually don’t. Still, the robust momentum should carry well into 2019.
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White papersDaisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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White papersDara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
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White papersCross Asset Investment Strategy: March 2018
The volatility spike in February is, in our view, a clear wake-up call for investors, and the market correction has partly removed the complacency that characterised financial markets in the last few months.
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White papersReaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papersComplex Italian election outcome should not threaten the positive European story
The electoral outcome (the very positive result of Five Star Movement, now the largest party, and of the Lega Nord in the center right coalition) was not priced by the market.
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White papersHolding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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White papersBrexit: How the future trade agreement is going to shape UK financial assets
This year will be crucial for the future of United Kingdom’s relationship with the European Union following Brexit. The next round of negotiation talks will take place between February and March, and will focus on defining a two-year transition agreement.
