Outlooks – Page 7

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    U.S. Election: The Policy Choice

    2024-07-31T11:02:00Z By Neuberger Berman

    Putting rhetoric and personality (mostly) aside, we explore key policy differences—and similarities—between the political combatants. The U.S. presidential election continues to heat up, with new surprises seemingly around every corner—from a criminal conviction to an assassination attempt to the late withdrawal of the incumbent. With a new Democratic candidate emerging, the contest has become even more volatile as a closely divided nation inches toward November.

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    CLO Equity: 101

    2024-07-31T10:29:00Z By Barings

    From quarterly cashflows to compelling total return potential, CLO equity offers a number of potential benefits. But the asset class is often overlooked, due in large part to its perceived complexity relative to more traditional fixed income investments.

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    Gen AI: The Next Wave

    2024-07-31T10:27:00Z By Neuberger Berman

    As artificial intelligence tools gather steam, what’s the potential impact on businesses, investors and the planet? It’s been nearly two years since the “ChatGPT moment,” when OpenAI’s flagship chatbot brought the world face-to-face with the power of generative artificial intelligence (Gen AI) to gather and interpret information, and communicate its findings to users. The moment represented the culmination of years of AI research and development.

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    Macroeconomic and financial market forecasts - July/August 2024

    2024-07-30T14:47:00Z By Amundi

    Macroeconomic forecasts as of 24 July 2024

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    Cross Asset Investment Strategy - July/August 2024

    2024-07-26T15:40:00Z By Amundi

    Topic of the Month: How long can the Central Banks’ divergence last

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    U.S. election: Policy and positioning

    2024-07-26T15:15:00Z By Principal Asset Management

    Heading into a contentious U.S. election season, investors need to avoid the noise and remain focused on the factors that will drive markets in the period ahead, including U.S. trade policy (particularly with China), geopolitics (particularly any impact on oil markets), and fiscal deficit management (given the CBO projection that the U.S. budget deficit is set to rise to 122.4% of GDP by 2034).

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    2024 U.S. election: The importance of staying invested

    2024-07-24T15:53:00Z By Principal Asset Management

    It can be easy for investors to let their political persuasions impact their long-term financial judgment. However, allowing the outcomes of elections, particularly ones as polarized as what investors are facing this fall, to trigger an adjustment to portfolio allocations or even a withdrawal from markets entirely, has historically ...

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    Positioning for the 2024 U.S. Presidential Election

    2024-07-24T15:36:00Z By Principal Asset Management

    Calls from senior members of the Democratic party finally became too great this past weekend, with President Biden bowing out of the 2024 U.S. Presidential race. He will not be seeking a second term.

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    Election 2024: Economics, policy and positioning for a soft landing

    2024-07-24T14:24:00Z By Principal Asset Management

    The S&P 500 enjoyed a solid start to the year, fueled by the Federal Reserve embracing optimism about inflation without sacrificing growth. During Q2, however, evidence of still sticky inflation has reduced the number of expected rate cuts, weighing on market sentiment and resulting in more modest equity gains.

  • The perfect storm- Deglobalisation’s headwinds
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    The perfect storm: Deglobalisation’s headwinds

    2024-07-22T13:51:00Z By AXA Investment Managers

    Globalisation - the rising interconnection of the world’s economies and populations, driven by international trade in technology, services, goods as well as the flow of investment and information - is facing at least five different head winds. Let me discuss them in turn and indicate how I believe they could be tackled.

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    Mid-Year Outlook 2024 It’s all about confidence

    2024-07-11T16:21:00Z By Amundi

    Restrictive monetary policies and fading fiscal expansion are curbing growth and inflation in major economies. Recessions look unlikely but central banks are starting on a new cycle of rate cuts at a time of divergent growth rates, sticky price pressures, constrained fiscal policy and rising geopolitical risks. Despite the uncertain outlook, markets in some regions are priced for the best outcome. We therefore favour asset allocations that can withstand different scenarios. 

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    AI fever: Has it gotten too hot?

    2024-07-11T16:20:00Z By Capital Group

    Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

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    Investment outlook

    2024-07-11T11:42:00Z By Nuveen

    At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.

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    Megatrends: Transformative technology

    2024-07-11T11:18:00Z By Nuveen

    Artificial intelligence (AI), specifically generative AI (GenAI), is poised to affect virtually every sector of the global economy and transform the workforce. 

  • Climate inclusion- driving the transition for low income consumers
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    Climate inclusion: driving the transition for low income consumers

    2024-07-11T11:15:00Z By Nuveen

    Climate change is poised to disproportionately impact low-income and vulnerable populations. Global temperature increases, increasingly severe storms, and irregular patterns of drought and rainfall are estimated to push up to 130 million people into poverty by 2030. By 2050, as many as 200 million may be forced to migrate. This highlights the universal nature of climate change; it doesn’t respect borders, impacting vulnerable regions and populations regardless of where emissions originate.

  • Following key elections, where is Europe headed?
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    Following key elections, where is Europe headed?

    2024-07-10T16:10:00Z By Capital Group

    Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe. He also discusses the upcoming US Presidential election and its potential impact on Europe, as well as the tangible concerns of political risk that investors now face.

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    Real Estate Debt: Navigating the New Frontier

    2024-07-10T11:43:00Z By MetLife Investment Management (Real Estate)

    The Fed’s campaign against inflation, changes in bank regulations and stress in the office sector have collectively created an attractive investment environment for real estate debt investors, in our view. Commercial mortgages are offering yields not seen since the Global Financial Crisis (GFC). While capital market conditions are operating effectively for low-risk mortgages, they remain mostly dislocated for higher-risk mortgages, thereby presenting compelling investment opportunities.

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    Five-year investment outlook

    2024-07-10T11:03:00Z By Pictet Asset Management

    Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds.

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    Q3 2024 Outlooks: Opportunities and Risks with the World at a Crossroad

    2024-07-10T09:34:00Z By PGIM

    The global economy has continued its momentum, retaining a level of resilience that has withstood a flurry of challenges ranging from tighter monetary policy and borrowing conditions to a rise in geopolitical tensions. The US has powered global growth amid divergent results around the world, and with inflation cooling, central banks have either cut interest rates or signaled their intention to loosen policy. 

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    What You Didn’t Know About European Offices

    2024-07-08T15:38:00Z By AllianceBernstein

    Are European offices broken? We don’t think so. They’re just different.