Outlooks – Page 84
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What is scientific fixed income investing and why should investors embrace it?
BlueCove was founded in 2018 to research and develop state-of-the-art scientific investment processes applicable to fixed income
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Imagine – Super-forecasting for those who don’t know
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the next 12 months inundate us. In general, the quality and results of predictions are unimpressive. 2020 has been a case in point.
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Biden time: ESG implications for emerging markets and our portfolio in a post-Trump world
Last month, Joe Biden was hailed the winner of the tightly contested US presidential election. Here we examine the ESG implications of his victory for emerging markets and how it will impact our Global Emerging Markets portfolio.
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Legacy of the lockdowns – 2021 outlook
Three quarters of the year with many economies in one form of lockdown or another has left investors with many questions. How will the recovery proceed? How can the world tackle the social and economic problems laid bare by the crisis as well as entrenched issues such as climate change? In sum, what will be the legacy of the pandemic?
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Macro Outlook Webcast: Looking to 2021 and Beyond, December 2020
Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.
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CIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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China Credits: Default Outlook From an Onshore Perspective
Changing government policy could impact default levels in 2021.
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Don’t Be A Turkey
Like the festive bird in December, investors may want to ask how much better things can get
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COVID recovery, net zero and policy: The outlook for UK infrastructure in 2021
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.
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Impact Report, Q4 2020
It is estimated that damage to our ecosystems and the associated loss of biodiversity could cost the global economy $10tn by 2050. For many, the coronavirus has acted as a wake-up call: we cannot continue our current relationship with nature. Now more than ever, investors must take action to consider the impact of their investments.
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Reading fortunes: can venture capital give us a glimpse of the future of work?
Venture capital investors sit at the forefront of innovation and creative disruption, giving real insight into how our working lives will evolve after Covid-19 and beyond.
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Generali Global Infrastructure at IPE Conference and Award 2020
Supporting the recovery through resilient and positive impact infrastructure investments
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Laggards, electric vehicles and energy storage: The outlook for the climate transition in 2021
Jaime Ramos Martin, portfolio manager of Aviva Investors’ climate transition strategy, and Rick Stathers, Aviva Investors’ climate lead, look at three themes that will shape the outlook in 2021.
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Emerging Market Debt Opportunities - Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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Currency outlook: The trend is not your friend
Investors betting on ‘trends’ have been disappointed over the last four years. After rallying by 30% between mid-July 2014 and December 2016, the US dollar has been range-bound. It weakened in 2017, but it rebounded strongly in 2018, consolidated in 2019 and after an initial rally in 2020, it is finishing the year on the weaker side.
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European Equities: The Peak Of Pessimism Is Behind Us
There are reasons for optimism in 2021. Forget a U-shaped recovery; the letter we look for in 2021 is V, which stands for vaccine. Our baseline scenario is that vaccines roll out across Europe in early 2021, allowing business and consumer activity to start to return to normal. But even if there are delays and further lockdowns, the economic impact of Covid-19 should ease markedly in 2021.
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Continued Support For Asset Returns
Our capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
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Economic Outlook: 2021 and beyond - a slow and winding road to economic recovery
In his latest economic outlook report , Senior Economic Adviser to the International business of Federated Hermes, Neil Williams, summarises his expectations for the global economy in 2021 and beyond. Major economies have slowly started to recoup their GDP after an extraordinary year.
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How the US can lead on climate finance
A five-point plan for President Biden’s first year
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Multi-sector fixed income – The outlook for US and eurozone debt in 2021
Yields of sovereign developed market debt have fallen to record lows in 2020. Daniel Morris, chief market strategist, and Olivier De Larouzière (OL), head of multi-strategy fixed income, discuss the outlook for bonds in 2021.