All Strategies articles – Page 3
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White papers
Deep waves: The demographic wave—the tide is going out
For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters. Find out more from Franklin Templeton Institute’s Kim Catechis.
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White papers
IT – A major greenhouse gas emitter hiding in plain sight
Many activities have a clear impact on climate, but for some, this is more obvious than for others. What, for example, are the CO2 emissions of reading this article on a mobile? Or of the electricity powering datacentres and networks? Their carbon footprint is larger than you think. Plenty of opportunities for asset managers that can identify companies able to benefit from the related decarbonisation tailwinds, writes Berenice Lasfargues.
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White papers
Optimal decumulation strategies for retirement solutions
The importance of decumulation strategies in retirement has gained traction in recent years. Government pension reforms are driving a move away from defined benefit (DB) schemes, which promise an income for life, in favour of defined contribution (DC) plans which offer no such guarantee. In Europe, DC plans already account for 26% of retirement assets (USD713.9 billion) and are projected to rise significantly in the next five years, potentially increasing by USD2.5 trillion.
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White papers
UK Real Estate: Talking Points April 2024
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papers
Key findings Optimal decumulation strategies
The importance of decumulation strategies in retirement has gained traction in recent years. Government pension reforms are driving a move away from defined benefit (DB) schemes, which promise an income for life, in favour of defined contribution (DC) plans which offer no such guarantee. In Europe, DC plans already account for 26% of retirement assets (USD713.9 billion) and are projected to rise significantly in the next five years, potentially increasing by USD2.5 trillion.
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White papers
Positive Stock-Bond Correlation: Prospects & Portfolio Construction Implications (April 2024)
As part of PGIM IAS’s ongoing research on strategic portfolio construction, we have explored the macro drivers, global linkages, and portfolio construction implications of stock-bond correlation in a series of papers dating back to 2021.
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White papers
Stay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
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White papers
Asset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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Webinar
Unlocking Buy and Maintain strategies’ full potential
Join us for an insightful discussion where our portfolio managers will share their perspectives on optimising Buy and Maintain strategies for future scenarios.
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White papers
Macroeconomics, Geopolitics, and Strategy - April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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White papers
Cross Asset Investment Strategy - April 2024
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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White papers
Cash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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White papers
China: The unloved trade
Whisper it quietly but, despite a sea of negative sentiment, equities in the world’s second largest economy have held their ground in recent months. Could the contrarians be onto something?
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Video
Meet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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White papers
Family Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papers
Breadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
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White papers
Capital Market Assumptions 2024
Last year we enhanced our Capital Market Assumptions approach by including a social dimension considering the impact of rebalancing labour / profits on earnings. This social component was added to the climate change assumptions introduced in 2022, which evaluate how the future trajectory of the energy transition will affect the key economic variables driving our forecasts (GDP growth, inflation, productivity, etc.), and the way we model asset class behaviour – with regards to earnings growth in particular.
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White papers
The climate-health nexus: risks and opportunities
As investors, we are increasingly considering and assessing the potential impacts of climate change on the economy, financial markets, and our portfolios.
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White papers
Emerging Markets Equity: Diversifying supply chains
Franklin Templeton Emerging Markets Equity expects multinational companies to maintain at least part of their production capabilities in China, while continuing to expand or enter new markets.
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White papers
Relative Value & Tactical Asset Allocation Q2 2024
Global Economy is Weighed Down by Geopolitical Crises and Policy Uncertainties