Outlooks – Page 86
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Key themes for 2021 - Infrastructure Outlook
As we approach the end of 2020, the infrastructure sector looks to have weathered the COVID-19 crisis reasonably well. While certain sub-sectors were severely impacted, 1Q20 valuations for the sector were more resilient than other alternative asset classes and infrastructure companies saw fewer downgrades and defaults than their equivalent corporates.
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Light at the end of the tunnel for multi-factor equity investing?
Multi-factor equity investing has underperformed in 2020 as a small number of growth stocks left the peleton far behind.
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Three drivers of European private equity growth for the next decade
We believe European private equity can augment investors’ broader private equity allocation due to its distinctive and varied composition, demographic drivers and quality.
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Why it’s so Hard to go Bankrupt… And Why That Will Change
Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
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2021 outlook: Dark tunnel. Bright light
Macro risks associated with the coronavirus have loomed over global markets and economies for nearly a year, and will continue for at least several months. But beyond this dark tunnel, we see a more normalised environment driven by fundamentals. Nuveen’s Global Investment Committee explores
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Need And Opportunity: What Covid-19 Revealed About Social Infrastructure
The pandemic has highlighted a lack of vital facilities in many communities across the globe, including health care and affordable housing. Read more from Franklin Real Asset Advisors.
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Outlook 2021 – Future investment opportunities: green hydrogen
In efforts to transition to a low-carbon or even zero-emissions economy, green hydrogen – a source of energy that is odourless and produces only water when burned – can play a major role, making it a key investment opportunity of the future. Producing this fossil-free fuel at scale will require setting up an entirely new industry from scratch.
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Creating Resilient Pension Portfolios Post Covid-19
Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.
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Your Questions Answered by Impact Opportunities
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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Getting Smarter Around Disruption
With innovation continuing to pave the way through the digital revolution of today, consumers and investors alike have wanted to know what could become the “next big thing” across industry sectors. As more and more groundbreaking business concepts continue to enter the market, one might wonder what is it about an idea or concept that makes it truly disruptive? And what is the thought process behind it?
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Non-IG News: U.S. Elections and Implications for the Energy Sector
The Biden administration represents a significant shift in Energy policy from the prior administration. Robert Gephardt, Energy Sector Team Lead & Senior Analyst, discusses his views on how this could impact the Energy sector and what it means for Non-Investment Grade Energy, in particular.
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Heading into 2021, what do we think about credit markets?
We think that a combination of improving fundamentals and ongoing monetary stimulus will push spreads towards new record tight levels. We see also room for spread compression in high yield. Sustainably low financing costs make high debt levels much more manageable. Consequently, investors should now focus more on the ability of companies to generate profits rather than their level of debt.
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Big Tech at the crossroads…
Big Tech’s stock market performance has become more hesitant. A simple market rotation or a more durable phenomenon? With the exit from the crisis getting closer, sectors shunned during the pandemic could actually benefit from a catching-up movement. However, between its disruptive nature which is cannibalising traditional companies and interest rates which, apart from a slight increase, look set to remain durably low, Big Tech retains major advantages. Especially as its valuation is less exceptional than it seems, provided however that its profits momentum remains sustainable…
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Macroeconomic picture - December 2020
United States: after a record contraction in Q2, and an extraordinary rebound in Q3, we expect a significant deceleration in Q4, influenced by the new rise in Covid-19 cases and given the signs of a progressive deceleration in several economic and behavioral indicators. Next year’s growth outlook remains supported by the supportive mix of monetary and fiscal policy.
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Takeaways from our investment outlook: Legacy of the lockdown
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at the same time as the world tackles the social and economic problems laid bare by the pandemic.
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Climate Change Acts As Catalyst To Green Bond Market Growth
David Zahn, Head of European Fixed Income at Franklin Templeton, discusses the rising demand for environmentally conscious investments. He highlights exciting developments in the green bond market, particularly in Europe, which is at the vanguard of sustainable investing.
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A Heartfelt Thanksgiving
We emerge from the holiday hopeful for a Season of Goodwill in markets, but ready for any last surprises that 2020 might have in store.
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Emerging market giants step up
The Covid-19 pandemic has ravaged economies worldwide. Weak infrastructure and healthcare systems, dependence on commodities and tourism for income, and high debt loads have left emerging markets suffering disproportionately.
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Technology: One World, Two Systems
In this issue of Trends Reinforced, Chetan Sehgal explains why the global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains.
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The outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential