Outlooks – Page 61
-
White papers
Pensions Investment Outlook: Challenges and Opportunities
There are several uncertainties in the economic and market outlook that are important for pension funds.
-
White papers
No immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
-
White papers
After a difficult year, biotechnology holds the potential to reawaken in 2022
Franklin Equity Group’s Wendy Lam addresses recent biotech industry headwinds and the case for stronger equity results in 2022.
-
White papers
Global corporate bonds 2022 outlook
Although global investment grade corporate bonds posted negative total returns in 2021, in large part due to rising government bond yields, excess returns were positive.
-
White papers
2022: A Year of Major Inflection Points
These five big transitions are likely to make 2022 a choppy and challenging year for equity investors—and the end of the coronavirus pandemic doesn’t even make the cut.
-
White papers
Fixed Income Investment Outlook 1Q 2022
With inflation top-of-mind for investors, we believe the Federal Reserve’s reaction function will likely be a key driver of real yields, the dollar and risk markets this year.
-
White papers
US Stocks: Enduring Advantages for Testing Times
After three supercharged years for US equities, many investors wonder whether the market still has fuel for 2022. While higher valuations warrant caution, we believe a carefully chosen allocation can capture advantages inherent to the US market that underpin solid long-term return potential.
-
White papers
Key predictions - Top 10 real estate questions for 2022
Our research team gives answers to some of the key questions that real estate investors face, including:
-
White papers
Cities That Work 2021: Europe’s top cities for office investments
London, Stockholm and Berlin have been ranked Europe’s top three cities in terms of office sector investment opportunities in Allianz Real Estate’s Cities That Work 2021 report.
-
White papers
EMD in 2022: New catalysts offset gloom and doom
The global outlook remains mired with worries about inflationary pressures, central bank rate hikes, and liquidity withdrawals.
-
White papers
Year 3 and counting…
Even with challenges posed by new COVID-19 variants, the unpredictable nature of government policy reaction, along with supply-chain disruptions that have led to multi-decade highs in inflation, our Franklin Templeton Fixed Income team believes global economic recovery will remain robust.
-
White papers
Pensions Watch – Issue 16: What’s Been Happening And What’s On The Horizon In The World Of Pensions
In this edition of Pensions Watch, the first for 2022, we consider what’s on the horizon over the next 12 months for UK pension schemes, what these initiatives mean for schemes and why each is key to improving member outcomes.
-
White papers
New Year, New Monetary Policy
As markets adjust for an environment of tighter monetary conditions, we preview the key themes of our forthcoming Fixed Income Investment Outlook.
-
White papers
Asset allocation – A fat (real) tail in 2022
2021 was an awkward ’steady state’ year for financial markets: bonds delivered the worst returns in a quarter of a century except for one year (1999), while equities secured top-quartile (or better) returns over the same period.[1]
-
White papers
The Long View: 2022 – The Year of Transition
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
-
White papers
That déjà vu feeling: The outlook for UK infrastructure
Rewind to the start of 2021; it promised to be a year we would slowly but surely move towards a post-COVID-19 world in our personal and working lives. One year on, there is an air of Groundhog Day as we remain under guidance to work from home with continued uncertainty as to when we will be firmly past the influence of COVID-19 on our lives.
-
White papers
Hedge Fund Strategy Outlook Q1 2022
As we commence 2022, the prospect of a reduction of global liquidity provided by major central banks has increased volatility in the traditional equity and fixed income markets.
-
White papers
Market Scenarios and Risks - January 2022
We are making no change to the narrative and the probabilities of the scenarios. The central scenario assumes that Covid will become endemic with multiple, albeit manageable waves, that fiscal levers will remain significant and tied to monetary policy, and that growth will come back to potential in 2023. We assume the Omicron variant will temporarily impact the recovery in Europe.
-
White papers
LatAm’s political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
-
White papers
Outlook 2022
The heads of our investment platforms welcome the New Year with their views for 2022.