White papers - all assets – Page 109
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White papersPEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
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White papersThe Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papersFamily Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papersBroaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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White papersBreadth 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 papersFixed Income Investment Outlook 2Q 2024
Investors continue to wait for clear signals as to the timing and extent of interest rate cuts. After last year’s significant progress on prices, inflation remains elevated and slow in its path toward target levels. That said, although the timing remains uncertain, we believe that the Federal Reserve and European Central Bank will likely begin their downward journey sometime this year.
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White papersEquity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papersThe Long View: Four megatrends to watch
Innovation is not just a buzzword — it is the lifeblood of investment success. It fuels growth, drives competitiveness and shapes the future of companies. But while innovation is essential, not all emerging trends are created equal.
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White papersWho will finance the green transition? Can central banks help?
”With public debt at unprecedented levels, it is difficult to see how governments could consider contributing any sizeable amounts.”
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White papersFive questions on the impact of carbon taxes on economies and markets
”A carbon tax would have a significant impact on growth and inflation, with Emerging Markets particularly affected.”
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White papersCapital 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 papersThe 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 papersRotations at play in equity markets
In 2024, the equity rally has weakened in the tech heavy Nasdaq Index which was the leader last year, now in favour of other regions. Large cap companies in the Eurozone and Japan posted double digit returns in Q1.
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White papersSector spotlight: Dialling up the positivity on telecoms
European telecoms have turned a corner operationally and are in the best financial health for many years. This has led us to upgrade this investment grade sector as an investment proposition, reflecting that its fundamental credit quality is expected to improve in the next few years.
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White papersRelative Value & Tactical Asset Allocation Q2 2024
Global Economy is Weighed Down by Geopolitical Crises and Policy Uncertainties
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White papersTime for the Yen to Blossom?
Strong forces still weigh on Japan’s currency, but its long, cold winter may be coming to an end.
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White papersThe appeal of private assets in 2024
The macro environment in 2024 will likely spur demand for private assets from all types of investors in our view. In this higher-for-longer environment, private assets could continue to be a compelling source of risk-adjusted returns, income and diversification.
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White papersPortfolio construction themes
Like surfers bobbing in the ocean as they look for the perfect wave, many investors today believe better conditions will come if they just hold out long enough. But delaying too long could mean missing the ride entirely.
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White papersThe economy and markets
The risks of a U.S. and global recession have receded considerably after appearing elevated last year. Despite expectations for a material slowdown in growth over the course of 2023, economic data broadly surprised to the upside. Instead of flatlining, the U.S. economy grew more than 3%, while China expanded by over 5%. Both results outpaced consensus expectations.
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White papersFinancing the energy transition
Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit as a result.
