Outlooks – Page 40
-
White papers
Biodiversity : It’s Time to Protect Our Only Home - N°2 Addressing Biodiversity Loss: A Call to Action
In order to better integrate biodiversity considerations into portfolio construction, first there is a need to better understand how companies impact and depend on biodiversity. Companies must provide dedicated information in order for investors to better consider biodiversity related risks and opportunities in their investment decisions.
-
White papers
Biodiversity : It’s Time to Protect Our Only Home - N°1 It is time to sound the alarm on biodiversity
”How come the most intellectual creature to ever walk earth is destroying its only home?”
-
White papers
Biodiversity : It’s Time to Protect Our Only Home
Biodiversity is all around us. It underpins not only our economy but also our very existence: Yet, we (individuals, governments, and the private sector) are only in the early stages of understanding how essential a healthy and biodiverse environment is to a stable and well-functioning society.
-
White papers
Positioning for the unknown; Nuveen’s CIO’s 2023 outlook
At this time of year, I’m often asked to predict the year ahead or at least share my expectations for it. My answer is often unsatisfying to those expecting some sort of prognostication. That’s because the one thing I’m 100% sure of is that I can’t predict the future. But knowing what I don’t know allows me and my team to position the General Account for the unknown and make it resilient.
-
White papers
Nuveen’s 2023 outlook; the peaks and valleys
Entering the fourth quarter of 2022, our outlook acknowledged a hard truth for investors nursing wounds from the steep market downturn: We’re not out of the woods yet.
-
White papers
2023 US high yield credit outlook: Movement toward higher quality in corporate bonds
High-yield (HY) corporates are likely positioned to withstand potential headwinds and may deliver attractive forward returns to long-term investors, according to Franklin Templeton Fixed Income.
-
White papers
Living Wage: Progress and headwinds
In the decade or so since the UN Guiding Principles on Business and Human Rights (UNGPs) were established it has become increasingly accepted that companies have a fundamental responsibility to respect human rights in their operations and supply chains.
-
White papers
Will US employment hold its ground?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we observe that the Federal Reserve’s aim to raise unemployment in its fight against inflation is starting to pay off, but will the central bank also be able to contain the upcoming recession?
-
White papers
2023 US real estate market outlook: The current macro risks and market dislocations may create opportunities
Clarion Partners believes that investors, in 2023, should take a long-term view of commercial real estate during this period of uncertainty.
-
White papers
Investment Institute Outlook 2023
Following a highly challenging year, our expectation for 2023 and 2024 is to finally see inflation retreat against a backdrop of global growth slowing to its softest – barring the pandemic – since 2009. But while we anticipate a challenging road ahead, we expect a slow recovery emerging in 2024.
-
White papers
Macroeconomic Picture - December 2022
United States: Q3 GDP surprised to the upside, lifting 2022 average projections. However, our call for 2023-24 forecast has not changed significantly, with restrictive monetary policy dragging growth well below potential
-
White papers
Market Scenarios and Risks - December 2022
We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced-in by markets.
-
White papers
Lula is back and already scoring goals
Lula netted a goal in Egypt at COP27 in the fight against climate change. However, it was an own-goal on the spending front that unsettled the markets and threw doubt on expectations of a prudently populist policy direction. We still believe Lula’s policies will be of a centre-left nature, with the help of the markets, though risks have risen.
-
White papers
Recent developments do not change our expectations for the Russia-Ukraine war
The war in Ukraine will continue to dictate Europe’s prospects in 2023. It will shape local and EU politics, energy security, industrial policy, and international relations. In this article, we outline our expectations for the next phase of the war and offer an optimistic prospect for peace negotiations to lead to a cessation of hostilities in the second half of the year.
-
White papers
When fiscal policy puts the European institutions under pressure
“The new governance proposed by the Commission goes in the right direction, but risks of failing are high.”
-
White papers
The Asset Allocation Facts Have Changed
Why we think this year’s dramatic rise in bond yields, together with recent signs that inflation may have peaked, demands a radical re-think of asset allocation.
-
White papers
Hardening Borders: Opportunities in Security, Health and Trade
Seeking the potential beneficiaries of a new age of deglobalization and insecurity.
-
White papers
2023 infrastructure outlook: Climate, macro drivers create tailwinds
ClearBridge Investments expect dire need for infrastructure spending to underpin growth for the next decade and beyond.
-
White papers
Disruptive Technology Views: Web2 network effects vs. Web3 crowd effects—the coming shift in value drivers
In this issue of Disruptive Technology Views, we explore the megatrend “expanding power of the crowd”; explain Web3 “tokenomic” supply; and introduce “QuantaVenture” capital, a new approach to venture capital.
-
White papers
5 things to know about the future of semiconductors
How fast things can change: there was a major shortage of semiconductors at the start of the pandemic, and now the industry is grappling with too much inventory in parts of the supply chain. This has led to a sell-off in semiconductor stocks and prompted questions about the depth and duration of this downturn.