White papers - all assets – Page 159
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Still Looking on the Bright Side
In this Allocation Views, our Franklin Templeton Investment Solutions team believe global stocks still have greater performance potential than global bonds, reflecting only slightly slower growth expectations.
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Omicron vs. the Fed
The volatility of the past two weeks may have had less to do with the virus and more to do with underlying cyclical uncertainties about growth, inflation and Fed policy.
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Long-Term Capital Market Expectations 2022: A Balanced Outlook
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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The Importance of “Kicking the Can”
Averting a fresh Ukraine crisis that would derail the global recovery means steering clear of both economic and military lanes.
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European Residential: The Great Acceleration
The Covid-19 pandemic has reshuffled the cards in European residential markets, simultaneously triggering disruption whilst strengthening pre-crisis trends in the use of our living spaces. From working from home to urban flight, the times were ripe for a renewal of the European residential market.
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Liquidity Stress Testing in Asset Management - Part 4. A Step-by-step Practical Guide
This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions.
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The Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
Acting as a responsible financial institution is a founding pillar of Amundi’s corporate strategy. This is demonstrated not only through our pledge to make ESG investing standard throughout our whole product range, but also through our commitment to ESG research in order to fully understand the responsible investment landscape.
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Looking into 2022 with Federated Hermes
Global markets have seen significant volatility in 2021 driven by price inflation, expectations for interest rates, commodities shortages and covid-19 variants.
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Lessons from COP26: Why lasting impact of summit should be judged on COP27 commitments
Empty talk needs to be replaced with concrete agreements and targets, says Vicky Sins, climate and energy lead, World Benchmarking Alliance
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Is This the Start of a Labor Force Liftoff?
Volatility amid the Omicron variant continues to dominate, including new restrictions in the U.K. that led the pound to hit new YTD lows.
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Introduction to the Neuberger Berman Ultra Short Term Euro Bond Fund
In this short video, Portfolio Manager Antonio Serpico introduces the Neuberger Berman Ultra Short Term Euro Bond Fund, an actively managed portfolio of Euro short-term bonds, with opportunistic allocations to attractive Euro bond strategies.
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The wheels of a Circular Economy go round and round - N°1 The time of Circular Economy has come
At Amundi, we consider that the Circular Economy is a change of economic model that allows to produce sustainable consumer goods, while protecting nature - by giving it time to regenerate - and ensuring the well-being of individuals.
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Closing the ESG gap in asset-backed securities
Despite its position as a public asset class with more than €400 billion of outstanding issuance in Europe, third-party ESG coverage of asset-backed securities is sparse. What opportunity does this offer asset managers who do mind the ESG gap in this asset class?
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Inflation: Don’t You (Forget About Me)
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.
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Omicron, Pi, Rho…
Omicron will not be the last variant that surfaces, especially with about half the Greek alphabet still unused. Much is still unknown about the risks, but they add another level of complexity to the outlook.
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Economic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the “top-down” and “bottom-up.”
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Omicron: The Reason to Seriously Consider Getting a Third COVID-19 Vaccine Shot
Pfizer data suggests a third dose of Comirnaty (COVID-19 vaccine) appeared to increase neutralizing antibodies 25-fold against the Omicron variant, a level suggesting protective immunity against severe COVID-19.
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Japan’s Coming Wave of Reform
Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.
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Solving for 2022: Joseph Amato on Equities
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
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Economic whiplash? - Outlook for 2022 from Brandywine Global.
The defining characteristics of the economic outlook for 2022 could be more about the composition of global growth than its trend. As long as the threat persists, a return to normalcy from pandemic trauma still seems off in the future rather than around the corner.