Outlooks – Page 16
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White papersMirova Energy Transition Infrastructure
Managing impact funds is about supporting investors in directing their investments towards projects and companies that help society shift away from the unsustainable development and growth trajectory it has been following for the past two centuries, and embrace a new, sustainable pathway for both developed and developing countries.
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White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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White papersCross Asset Investment Strategy - July/August 2023
The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors. Investors should embrace a dynamic asset allocation (DAA) approach, rethink fixed income and forex investing with a global mindset, pay attention to trends such as Net Zero and the emergence of Asian giants, and be aware of fashionable trends such as AI, while keeping an eye on valuations.
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White papersPassing the stress test
Results from the Bank of England’s (BoE) annual stress test indicate the UK’s largest banks should be resilient in the event of a severe stress scenario.
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White papersFixed Income Outlook – Shifting narratives
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun to ‘break’ the financial system, to imminent recession and imminent rate cuts, to a resilient US economy, to weak domestic demand and deflation in China, and slumping growth in the eurozone amid continued central bank policy tightening.
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White papersFixed Income Perspectives Q3 2023 outlook
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersAI revolution: What will it mean for private market investors?
AI is already being used to do some things more efficiently, but for private asset investors, its real potential is only starting to be unlocked.
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White papersFuture Electrification: a window of opportunity
Our global energy system is undergoing a seismic shift toward massive electrification. It will occur over decades, but attractive equity opportunities exist now as revenue pools shift across the value chain, in our view. With a forward-looking view, and leveraging extensive research, we invest in the transition by focusing on three crucial growth drivers.
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White papersWill obesity become a curable disease?
An established class of diabetes drugs could hold the key to solving the obesity crisis. Their new use as an obesity treatment could be highly lucrative for the companies that produce the medicines, in our view. This also has the potential to reshape the healthcare industry.
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White papersThe Meaning Behind the Mean
The headline characteristics of today’s market obscure a wealth of opportunity, in both public and private markets.
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White papersVision Pro: Fashionable Ski Goggles or Ironman’s Jarvis?
Read more on how revolutionary devices are set to redefine the way we interact with technology and lead us to a new era where spatial computing takes center stage.
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White papersAn introduction to private asset investing
How can investors navigate the private assets investment landscape? This brief overview – the first in a three-part series drawn from a recent paper – explains the main concepts, definitions and terms.
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White papersThird Quarter 2023 Market Outlook
Despite a series of rolling crises, the global economy avoided the worst of potential outcomes in the first half of 2023. The reprieve reframes our outlook for the second half of the year and beyond.
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White papersInvestment View: No Pain, No Gain
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations
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White papersSDG Engagement Equity Q2 2023 case study: Aalberts
In 2021, Dutch engineering group Aalberts set out a target that more than 70% of its revenue would be aligned with the SDGs by 2026. By end 2022 it had already hit 68%.
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White papers360°, Q2 2023: Divergence, duration, dislocation
In the latest edition of the 360°, our quarterly fixed income report, we provide an overview of the key themes shaping the fixed income narrative and the team’s outlook for the months ahead.
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White papersHigher for Longer, or Are Central Banks Overdoing It?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersEquity Outlook: AI Stars Eclipse Broader Earnings Resilience
Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions.
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White papersOpportunities lie beyond precarious path to growth
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 papersFixed Income Investment Outlook: 3Q 2023
Central banks are finding it hard to finish the long journey toward inflation normalization, but we believe that policy rates are likely at or near their peaks—and could be maintained at elevated levels for some time. In an environment of slowing growth, restrictive monetary policy and rising idiosyncratic risk, we favor shorter durations, quality and a focus on security selection.
