Outlooks – Page 16
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White papersFOMC on Hold — Rate Cuts by May 2024?
As expected, the Federal Open Market Committee (FOMC) decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%.
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White papersWhat does 2024 hold for markets?
It is time to look ahead to 2024. This year has been marked by expectations of recession in the developed world and of China re-opening to positive effect. Both have proved to be the wrong horses to bet on. In this weekly edition of Simply put, we analyse the likely shape of next year and evaluate which asset classes stand to benefit.
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White papersEmerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world
“Next year, EM growth is expected to decelerate on average to 3.6% from around 4% this year. Importantly, the growth premium in favour of Emerging Markets over Developed Markets is projected to continue widening.”
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White papers2024 Investment Outlook and Asset Allocation
US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.
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White papers2024 Investment Perspectives
As we approach the end of 2023, financial markets are at a critical junction. Major developed market central banks have hit pause on rate rises, prompting considerable uncertainty about what happens next.
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White papers2024 Outlook: China - the growth question
The world’s second largest economy has underwhelmed. Is it time for a turnaround?
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White papers2024 Outlook: Artificial Intelligence - it’s all in the algorithm
A world enhanced by AI is no longer the stuff of science fiction.
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White papers2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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White papersA just transition: 2024 Outlook
Hope comes in many forms but any attempt to tackle the climate crisis will have to work for the world’s haves as well as the have-nots.
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White papersA disruptive festive menu: jellyfish, bean burgers
As we look forward to gathering with friends and family over the holidays, it is worth considering how our festive meals may change in decades to come. Given the environmental, social and technological forces disrupting global food systems, what dishes might we serve up in the future?
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White papers2024 Outlook: Natural capital - the call of the wild
It’s time for investors to embrace the economic potential of protecting and enhancing the world’s natural resources.
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White papersHigher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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White papersThe Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.
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White papersA November to remember
”The slowdown in inflation and economic growth should support bonds and multi-asset investing moving towards 2024.”
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White papersBreaking Down the Liquidity Silos
Breaking down the boundaries between liquid and illiquid assets could broaden our outlook and better align portfolios to our objectives and time horizon.
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White papersThe future’s bright, the future’s digital
Today’s world is shaped by powerful structural shifts –from shifting demographics to the transition to a low-carbon economy. These mega forces create themes that investors can ill afford to ignore. A case in point is our digital future. The progress of digital technology is astounding – with generative AI just the most eye-catching recent example. But many of these technologies are still in their infancy – and new technologies are emerging all the time.
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White papers2024 outlook: what’s next for high yield?
Against a backdrop of heightened uncertainty, what has surprised you most about high yield over the past year? And how do you see those dynamics playing out in the next 12 months?
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White papers2024 Infrastructure outlook: Answering five tough questions from infra-skeptics
Private infrastructure had a challenging 2023. Although performance remained relatively stable, fundraising is at the weakest levels in 10 years, while deal volumes have fallen 40% year-on-year due to wide bid-ask spreads. High interest rates, mixed economic outlook, and geopolitical tensions continue to weigh on the industry.
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White papersNavigating the climate index jungle
The need to understand Climate benchmarks and their personalities
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White papersConvertible bonds: cutting emissions and promoting efficiency
Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.
