Outlooks – Page 50
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The Nominal and the Real
What might be the playbook for a potential recession in which nominal GDP grows by 8%—and are investors only just recognizing that they need one?
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Emerging market debt: Looking for opportunities in challenging circumstances
Persistently high global inflation has forced the world’s leading central banks to start tightening monetary policy. However, the prices of many of the most vulnerable emerging market bond issuers are now quoted close to – and in some cases lower – than their expected recovery value.
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*Global tensions: Investment strategies for uncertain markets*
Geopolitical tensions and economic uncertainty are threatening market stability, yet many investors remain unprepared for the challenging times ahead. Private markets and private debt offer an attractive alternative.
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Deep waves: Digital ecosystem
The development of the digital ecosystem inevitably triggers digital innovation which has the potential to revolutionize areas like fintech and supply chain design.
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Jet zero – how investors can get on board for the long haul of aviation decarbonisation
This viewpoint explores the sector’s possible flightpaths to net zero, outlines how the sector is currently tracking, and how Columbia Threadneedle Investments is working to drive the transition.
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4 reasons health care could lead the next bull market
Amid the storm of market volatility in the first half of 2022, health care was among the few areas that offered investors some shelter.
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Multi-asset investing in times of volatility
2022 has been one of the most volatile periods in recent years for global equity and fixed income markets. The outbreak of the war in Ukraine, global supply chain disruptions, global inflationary pressures, less accommodative central banks and COVID-19 restrictions in China have all weighed on investor sentiment.
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*Can private markets help investors ride the inflation wave?*
Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets help investors sustain returns?
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Return of the roaring ’50s or ugly ’70s: the next decade
Equities have been through one of their worst six-month periods ever, driven by a combination of factors. If the market continues to recover, what will the rebound ultimately look like? In the latest part of our series “The Next Decade”, we look to corrections of the past for direction on where we may be heading.
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China cuts key policy rate in bid to counter softening fundamentals
The People’s Bank of China pulled a surprise move as various economic indicators are flashing red lights
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To reach net zero, overhaul the built environment
Buildings account for over a third of global energy-related CO2 emissions. Focusing on reducing these – both operational and embodied emissions – represents a significant opportunity for investors over the next decade, as Nicolas Toupin explains.
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China: Suspended Animation
The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
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Equity market downturn: The path forward
In the post-Volcker era, the Federal Reserve (Fed) has typically exhibited a vigilant approach to fighting inflation. Whenever labor market tightness appeared and inflation was beginning to approach its target rate of 2% Core PCE, the Fed would often spring into action with rate hikes. This cycle, however, has been unique, with the Federal Reserve instead permitting inflation pressures to build-up rather than promptly stamping them out.
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Measuring the impact of climate change on equity risk and portfolio choice
This article is part of our series on current academic research into a range of sustainable investment topics. The papers discussed were presented at the latest annual GRASFI conference.
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China 5G: What doesn’t kill you makes you stronger
Find out more on how Chinese companies have found new ways to leverage 5G technology to adapt to a more stringent regulatory environment.
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Seven reasons why the time is right to buy EMD
Investors should be grasping at the unprecedented opportunity presented by emerging market debt.
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My bandwidth brings all the users to the yard
The principle of ‘network neutrality’ is a vital vehicle for growth in Telecommunication Services, writes Joe Howes, senior credit analyst.
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Fiorino: Is there light at the end of the AT1 tunnel?
Fiorino crosses the barrier into the commonsense-challenging realm of post-GFC bank capital stacks.
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Public Engagement Report, Q2 2022
EOS at Federated Hermes takes an in-depth look at supply chains and human rights risks. Plus, why curbing methane emissions is critical to tackling the climate crisis, and all the voting season highlights from Europe and North America.
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Higher inflation, recession more likely
In our mid-year Macro Perspectives, our economists discuss whether a stagflation (inflation plus slowing growth) scenario can be avoided, and where investors might find opportunity—or at least temporary shelter.