Outlooks – Page 35
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White papersFed hikes by a little less, but promise more to come
After hiking its policy rate by 75 basis points at each of the prior four meetings, the Fed took its foot off the brakes a bit, raising rates by only 50 basis points at its final meeting of the year. Inflation concerns remain, despite a string of softer data, but risks to higher prices and slower growth now appear more balanced than they have for several years.
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White papers2023 digital assets outlook: Poised for growth
Digital Assets are poised to continue growing as more businesses adopt these new technologies, more regulations push forward to protect consumers, and more investors deepen their understanding of the industry. Roger Bayston shares his 2023 outlook.
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White papersESG Viewpoint: Biodiversity Best Practice and Engagement Approach
Nature loss poses financially material risks for asset managers. We explain how biodiversity risks can be assessed, outline our approach to engaging with businesses on the topic and detail our best practice framework.
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White papersGlobal Investment Outlook: Finding opportunities in 2023 after a (un)forgettable market year
In this Global Investment Outlook, our investment teams offer their perspectives and, most importantly, their key investment opportunities for 2023. The silver lining from 2022’s difficult markets appears to be an improved potential for long-term returns, and the return of diversification within multi-asset portfolios.
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White papersEM equities: Three things we are thinking about today
China reaches an inflection point.
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White papersU.S. markets outlook for 2023
The S&P 500 Index recorded its worst year in more than a decade in 2022, falling 13.1% through to 30 November. And investors face more market volatility in the year ahead as the macroeconomic environment poses headwinds for many companies.
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White papers2023 US investment grade credit outlook: Fixed income is finally delivering income!
Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
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White papersThemes for thought: responsible investment in 2023 and beyond
Many responsible investment funds struggled in 2022 due to low exposure to gas and oil and a quality bias, but says Claudia Wearmouth, the investment case remains intact and responsible investing is now mainstream investing.
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White papersFacing a less global globe: the next decade
The world economy as we know it has been shaped by several waves of globalisation. In the latest part of our series “The Next Decade”, we explore their origins and the forces that are bringing the third wave – and its lower inflation – to an end. What can we expect from this shift?
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White papersLooking ahead: U.S private credit in an age of scarcity
For over a decade, including through COVID-19, the tide of capital has flowed mostly in one direction: into markets. That’s because since the Great Recession of 2008, the U.S. Federal Reserve has kept interest rates low. Public credit, both loans and bonds, benefited from this support. But as we look ahead to 2023, it is important to shift our gaze and examine the impact of rate hikes and quantitative tightening on capital markets and private credit.
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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 papersNo more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
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White papersBullish on bonds in 2023
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes.
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White papersLong-term capital market expectations: Brighter times ahead
Franklin Templeton Investment Solutions capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
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White papersHere’s How You Can Strike Like Messi or Ronaldo in Qatar’s World Cup
Find out more about the potential opportunities in metaverse technologies, where 5G is key a player.
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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 papers2023 global macro outlook: Looking toward a non-dollar asset recovery
Templeton Global Macro: The greatest areas of value in sovereign bond markets may be found in non-dollar assets, especially in Asia and specific local-currency emerging markets.
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White papersBiodiversity : It’s Time to Protect Our Only Home - N°2 Addressing Biodiversity Loss: A Call to Action
In order to better integrate biodiversity considerations into portfolio construction, first there is a need to better understand how companies impact and depend on biodiversity. Companies must provide dedicated information in order for investors to better consider biodiversity related risks and opportunities in their investment decisions.
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White papersBiodiversity : It’s Time to Protect Our Only Home - N°1 It is time to sound the alarm on biodiversity
”How come the most intellectual creature to ever walk earth is destroying its only home?”
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White papersBiodiversity : It’s Time to Protect Our Only Home
Biodiversity is all around us. It underpins not only our economy but also our very existence: Yet, we (individuals, governments, and the private sector) are only in the early stages of understanding how essential a healthy and biodiverse environment is to a stable and well-functioning society.
