Outlooks – Page 21
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Fear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
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A deadly harvest?
While synthetic pesticides are designed to kill certain species, they can also have unintended consequences for the environment and human health. By Sonya Likhtman and Zoe de Spoelberch.
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No Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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Navigating Generative AI? Consider a Framework
AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course.
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Should investors fret over talk of China heading for a ‘balance sheet recession’?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?
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The race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.
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U.S. Economic Monthly: Consumers Keep At It
MIM now expects a recession to begin in 2024.
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Food for Thought: Investment Opportunities Across a Changing Food System
From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose. But with the global food system representing just 10% of global GDP, why should institutional investors care?
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Are US small caps ready for the handoff from bear to bull?
Royce Investment Partners: Current fundamentals and history may be signaling a small-cap run.
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Accounting for AI risk in ESG investing – It’s a black box
Interest in artificial intelligence has ballooned, fuelling widespread expectations that AI technology could soon play a significant role across many industries. Talk of its benefits, however, is being matched by concerns over its environmental, social and governance (ESG) impact.
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To build a home: Chartology
More ambitious pledges to change planning laws are needed to cut into structural imbalances in the UK housing market, says Andrew Lennox, Senior Portfolio Manager.
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Why forever chemicals aren’t going away
The accumulation of harmful chemicals in the environment over time poses serious risks to wildlife, the food chain, and human health. Joanne Beatty explains the nature of forever chemicals and how we engage with companies on this topic.
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Techtronic Industries case study
Techtronic has taken steps to ensure responsible sourcing of raw materials, introduced clear climate-related targets, and demonstrated progress in board diversity since our engagement on these issues began in 2018.
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Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why they’re doing it now.
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Sunshine in the U.S.—For Now
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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Finding equity opportunities in the deforestation fight
Ending forest loss is a target climbing the policy agenda. As governments adopt regulations for deforestation-free products, companies face growing pressure to disclose supply-chain data, including the volumes and origin of commodities. We use case studies, sourced from the latest annual sustainability report for our Circular Economy equity strategy, to highlight both the challenges and opportunities this presents.
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3Q 2023 Strategic Investment Outlook
A narrow market, led higher by a small number of stocks, has been doubly painful for many investors in 2023.
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Asset Class Return Forecasts - Q3 2023
Optimism was definitely behind the respectable performance registered by risky assets in the last quarter. However, the economic backdrop does not look overly positive. On the price levels side, US headline inflation is receding, although the core measure - more important for monetary policy decisions - is proving to be stickier. The latest European and UK inflation numbers signal that price growth is cooling.
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Is there a recession on the horizon?
This week’s edition of Simply put focuses on a quant conundrum related to our indicators: our US growth indicator remains firmly at low levels. Is it a false signal? Should we reconsider the indicator itself?
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Four critical elements for asset managers to meet the biodiversity challenge
Our biodiversity system is deteriorating at an alarming rate and its loss is causing damage not only to the natural world but to the wider planet, society, and the global economy.