Outlooks – Page 20
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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?
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White papersLearnings from Earnings: Macro Crosscurrents Make Growth Elusive
Markets are being shaped by disparate trends from falling energy prices to rising interest rates. During first-quarter earnings season, company reports indicated that these crosscurrents are intensifying business challenges—and making it harder for investors to find resilient sources of growth.
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White papersWhat ‘Data-Dependent’ Feels Like
As central banks become more “data-dependent,” will monetary policy become less predictable and markets potentially more volatile?
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White papersCIO views: positioned for a credit crunch?
One fallout from the banking crisis is less credit flowing to the economy amid general risk aversion. What ramifications could tighter lending conditions have on growth and companies? Our CIOs consider how to best position for a potential credit crunch and what attractive options exist other than reducing exposure to risk assets.
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White papersNew Pension Standards in Effect
New disclosures are in effect for pension plans. This marks a change for public plan sponsors in particular who should understand the new valuation measure, as we believe there are implications for pension bond portfolios.
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White papersPublic Engagement Report Q1 2023
The Q1 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the impact that cattle ranching is having on the Amazon rainforest. Plus, how EOS engages with companies on sexual harassment in the workplace, and why climate accounting is under scrutiny this voting season.
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White papersMercedes-Benz case study
In seeking to understand the alignment of the company’s public policy positions on climate change with that of the lobbying carried out by the company, we received written assurance that Mercedes would review its associations’ lobbying activities and publish a report.
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White papersVolkswagen case study
Following the 2015 emissions scandal, we have engaged with Volkswagen through numerous meetings, vote recommendations and a site visit. In that time, it has undertaken a comprehensive integrity project to improve its company’s culture.
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White papersAsset Class Return Forecasts - Q2 2023
The effect of the fast-paced Quantitative Tightening (QT) embraced by Developed Market (DM) central banks (CB) is materialising across two fronts: price dynamics and financial stability.
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White papersFintech has changed finance forever. What comes next?
The disruption caused by fintech has been profound. How will digitalisation continue to alter the financial services landscape? We explore this in the Q2 issue of Futureturns, our quarterly report on trends investing in equity markets.
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White papersThe Bank of England Buys Itself Time
The Bank of England unsurprisingly raised its policy rate by 25 bps at its May meeting, but the Bank’s messaging distinguished it from the Fed’s and the ECB’s decisions last week.
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White papersFinding the silver linings: Private Equity International interview with Markus Benzler on the future of private equity
Public market corrections, inflation, increasing interest rates and political uncertainty are all having an impact on LPs’ capacity to invest in private equity. This is already leading to a knock-on effect on private equity fundraising, but what might this mean for the industry over the short to medium term? And where are the bright spots for investors in today’s environment and beyond? Markus Benzler, head of multi-managers private equity at UBS Asset Management, gives his take on how the market will evolve.
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White papersCross Asset Investment Strategy - May 2023
Topic of the Month: Our key takeaways from IMF’s Spring meetings
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White papersWhen can we look beyond the recession?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we look to history to try to gauge when we can start preparing for a post-recession rebound.
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White papersUpdate on India: Time to take another look
India’s stock market has underperformed global markets overall as well as some of its emerging market regional peers so far this year. However, there are signs that perhaps the tide has turned, and investors may be taking another look.
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White papersA buyer’s market: Roundtable with Jochen Mende and other industry experts on secondaries with Private Equity International
The secondaries industry exists to provide liquidity to an illiquid market. In the current period of high macroeconomic volatility, therefore, demand for secondaries’ solutions should be through the roof. To a certain extent, this is true.
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White papersLike 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
ChatGPT is generating excitement about the power of artificial intelligence (AI) to reshape business. For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
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White papersDebt’s defence against volatility
The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s CEO Philippe Benaroya
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White papersIs There A Need For A Chief Liquidity Officer?
Many institutional investors have a Chief Risk Officer assisting the CIO to measure and monitor portfolio volatility. However, for many long-term investors (e.g., pensions, sovereign wealth funds and defined contribution plans) volatility comes and goes and volatility risk is rarely life-threatening. In contrast, liquidity events can create a sudden and unexpected need to raise cash and can threaten a fund’s survival.
