Outlooks – Page 19
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White papersThe case for private markets: three things to know
In this uncertain market environment, investors struggle to enhance returns and reduce risk. Private markets — assets that are not traded on public exchanges, including debt, equity, real estate and real assets — may help achieve those goals. Investors should consider three important benefits as they evaluate allocating to private markets.
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White papersPartnering is key to regulatory compliance in 2023
After a period of international coordination following the financial crisis, regulators are once again defining their own agendas and increasing the diversity of rules across markets. According to David Petiteville, Director of Regulatory Solutions, Product, partnering with financial industry stakeholders will be key to preparing for market changes and new rules this year.
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White papersInstitutional Ownership and the Resolution of Financial Distress
We analyze the distressed firm’s decision between Chapter 11 and an exchange offer. We construct a comprehensive data set on the financial characteristics and capital structure of 269 distressed firms, which, unlike previous studies, uses quarterly information and includes exhaustive data on equity and bond ownership by institutional investors.
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White papersWhy the next economic recovery may be stronger than expected
Three questions have weighed on investors’ minds for months: Will there be a recession? How bad will it be? And what comes next?
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White papersHas artificial intelligence reached a commercial tipping point?
Publicity around ChatGPT has sparked fresh speculation around the promise and peril of artificial intelligence.
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White papersHow shiny does gold look when anticipating a soft landing?
Since 2022, many of the doubts about using commodities as a source of diversification have been dispelled, after years of underperformance - a ‘decade for nothing’ in these markets, between technological evolutions and geopolitical developments.
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White papersBig Tech turnaround: Can it continue?
Big Tech is making a comeback. Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia among them — are leading a nascent recovery this year.
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White papersFalling inflation brightens US outlook
US inflation came in slightly weaker than forecast in April, supporting hopes that the Federal Reserve’s aggressive monetary tightening is finally bringing price rises under control.
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White papersGlobal Investment Views - June 2023
”The disconnect within the growth and inflation mix and the market hope for the Fed to quickly turn to an easing stance call for a prudent stance on risky assets and further favours bonds and cash.”
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White papersMaersk case study
As Climate Action 100+ co-lead, we have engaged with Maersk on its response to climate change. Since 2016, this has covered areas such as science-based emissions reduction targets, lobbying alignment and sustainability disclosures.
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White papersMeet the Manager: Sandy Pei
In this latest manager profile, we spoke with Sandy Pei, Portfolio Manager for the Asia ex-Japan and China Equity strategies, to learn more about her career beginnings, the team’s value-conscious approach to investing, and why she likens fund management to treasure hunting.
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White papersCollapse frequency: deposits, liquidity, and the new bank-body problem
A rash of US banking collapses has raised fears of system-wide deposit emissions. Fiorino quantifies the issue…
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White papersPrivate Markets in Volatile Times
Recent market turbulence provides yet another example of how private equity managers have improved their ability to weather volatile conditions.
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White papersPlastic has a bright and sustainable future
Plastic has an image problem. This 19th-century invention has acquired a negative reputation because of our wasteful economic model, but plastic is a valuable resource – and the industry has a vital role to play in the sustainability transition. Thankfully, a lower carbon, circular plastics model is taking hold, bringing many opportunities for investors.
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White papersWhy are we waiting?: Time for UK infrastructure to pick up pace - Aviva Investors
After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.
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White papersOne of the Top Reasons for Retiring Early: Unexpected Job Loss
An important and difficult decision that workers face is when to retire. In a research study by Allspring, nearly half of retirees retired earlier than expected. That can have major consequences.
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White papersTaking a Time Out? The High Price of Idle Cash
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.
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White papersEuropean ABS: Sailing through banking-induced volatility?
At the beginning of the year, few investors would have predicted that collapses in the banking sector would trigger the next bout of volatility and lead to a significant shift in the trajectory and velocity of monetary policy. The failure of three US regional banks and the rescue of Credit Suisse by UBS, which saw CS AT1 bonds fully written down, has led investors to re-evaluate the level of risk premia required to compensate for taking subordinated exposure particularly within the banking sector.
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White papersAge of AI
Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth. Grant Bowers, portfolio manager with Franklin Equity Group, offers a unique perspective of the challenges and benefits of this evolving and disruptive technology.
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White papersIn a soft landing we trust – right?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we explore the scenarios underlying different markets, as well as their one commonality: the anticipation of a soft landing. What are the implications for portfolios?
