Outlooks – Page 34
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White papersAccounting 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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White papersTo 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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White papersWhy 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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White papersTechtronic 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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White papersSunshine 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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White papers3Q 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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White papersAsset 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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White papersFour 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.
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White papersGlobal Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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White papersReal Assets 2.0: Riding the Next Wave in Infrastructure Investing
The new generation of infrastructure is creating opportunities with characteristics similar to those of traditional infrastructure—yet often at values the market may not fully recognize.
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White papersThe Bridge to the Future
This year’s recommendation for vacation reading is the epic story of the building of the Brooklyn Bridge, resonant with dilemmas we still recognize today.
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White papersTen for 2023—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they expected to be prominent in the markets during 2023. With the year now half over, we revisited these concepts to see how they’ve played out so far. We give ourselves an interim grade for each one and assess our outlook for the second half of 2023.
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White papersPM Spotlight: From Math Whiz Intern to Head of Systematic Options
Megan Miller, head of Systematic Options, is living proof that investment in interns can yield big returns. Read about Megan and her views on the options market in this issue of PM Spotlight.
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White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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White papersCross Asset Investment Strategy - July/August 2023
The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors. Investors should embrace a dynamic asset allocation (DAA) approach, rethink fixed income and forex investing with a global mindset, pay attention to trends such as Net Zero and the emergence of Asian giants, and be aware of fashionable trends such as AI, while keeping an eye on valuations.
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White papersPassing the stress test
Results from the Bank of England’s (BoE) annual stress test indicate the UK’s largest banks should be resilient in the event of a severe stress scenario.
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White papersFixed Income Outlook – Shifting narratives
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun to ‘break’ the financial system, to imminent recession and imminent rate cuts, to a resilient US economy, to weak domestic demand and deflation in China, and slumping growth in the eurozone amid continued central bank policy tightening.
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White papersFixed Income Perspectives Q3 2023 outlook
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersThe Meaning Behind the Mean
The headline characteristics of today’s market obscure a wealth of opportunity, in both public and private markets.
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White papersVision Pro: Fashionable Ski Goggles or Ironman’s Jarvis?
Read more on how revolutionary devices are set to redefine the way we interact with technology and lead us to a new era where spatial computing takes center stage.
