Outlooks – Page 58
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White papersLatAm’s political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
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White papersOutlook 2022
The heads of our investment platforms welcome the New Year with their views for 2022.
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White papersInvestment Research - Trends for 2022
As worrying new COVID-19 variants emerge, the pandemic is still far from over, while concerns about higher inflation and rising market interest rates persist. Nevertheless, the backdrop for real estate markets in 2022 is one of transition to a new phase of recovery and expansion.
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White papersSeeing More Clearly Through the “Value Chain Lens”
We focus on the solar energy market to show how a Value Chain Lens helps us to identify the business models and companies most likely to thrive in tomorrow’s economy.
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White papersThe Most Important Rate in the Whole Wide World
Markets may be missing the importance of record-low real rates, and the potential impact if they start to rise.
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White papersStriking a balance: Risks to growth require “light-touch” policy on inflation
The Franklin Templeton Investment Solutions assesses the likely path of economic growth and inflation through 2022.
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White papersPrivate markets: focus on ESG and transformation
According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
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White papersAnalyzing global cities in the 2020s
Post-pandemic life is on the horizon, but which global markets are best positioned to benefit over the next decade?
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White papersReal estate: why diversification is more than a buzzword
The pandemic has shown the value of a broad asset range and flexible allocation
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White papersSelect emerging markets set to stand out amid the global tightening cycle in 2022
Templeton Global Macro: the promise of a full recovery in 2021 feels like unfinished business. We expect to get closer to that realized recovery in 2022.
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White papersInflation: What if they are wrong?
Although we share the view that current inflation is transitory, we are - in this edition of Spectrum - asking investors to think the unthinkable and consider their portfolios from the point of view of the worst case scenario.
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White papersDisruptions Redefine Risk and Opportunity in 2022
Global investment outlook: The ramifications of the pandemic will likely continue to reverberate in 2022, but what does that mean for investors? Our investment teams explore key themes in equity, fixed income and real estate.
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White papersShooting the rapids in 2022 – Our investment outlook in an infographic
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity, and a slowing economic recovery?
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White papersThe Beginning of the Beginning: Byte, Atom, Gene
Franklin Equity Group is excited about the future; whatever the new year brings, we anticipate enhancements to our ways of life.
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White papersThe Fight Against Inflation Has Begun
We think that inflation, central bank policy and real rates will define the battlefield for markets in 2022—but will the most volatile skirmishes come sooner or later in the year?
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White papersOutlook 2022 - Bye-bye beta
Despite a fifth coronavirus wave rising as we enter the third year of the pandemic, there are reasons to be optimistic for the economic recovery, explain the Generali Insurance Asset Management Macro Research Team. In fact, a global 60-40 portfolio would have risen nearly 40% since the lows of March 2020.
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White papersGlobal Insights Outlook 2022: Past The Peak
Heading into 2022, investors face an entirely new set of challenges than they did at this time last year. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for the first time in nearly three decades, portfolios are facing inflationary pressures brought on by supply shortages.
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White papersKey Investment Themes for 2022 - Views from around Generali Investments
2021 saw investors contend with pivotal changes in the macro environment, big developments in ESG policy, and the shifting uncertainties of the pandemic.
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White papersCentral Bank Palooza
The FOMC showed a hawkish shift but Fed Chair Jerome Powell successfully unwound some to suggest policy normalization won’t derail the recovery.
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White papersClimate Change Roundtable
Investors everywhere are facing the reality and urgency of climate change.
