All White papers articles – Page 47
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White papers
Multi-Asset Credit Investing: Why Now?
In today’s uncertain environment, high yield multi-asset credit strategies look compelling—especially given their strong track record through the cycle and the potential for attractive income.
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Four Reasons High Yield is More Resilient Today
The high yield bond market has undergone a fundamental shift over the last decade, with today’s higher-yielding, higher-quality market looking particularly resilient in the face of a potential downturn.
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ESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
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Asset Class Outlook for 2024
What do you think will be the best performing asset class over the coming year?
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Emerging Markets Outlook for 2024
”While EM may struggle in a challenging global environment, there are nonetheless advancing structural factors that can benefit some peripheral countries.”
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2024 Responsible Investment Views
”Responsible Investing is moving from a niche to a standardised environment.”
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The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why
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Hot Debates for 2024
During the Amundi Investment Seminar, which took place in Rome early in October, we asked our investment professionals questions to help us define a forecast for what 2024 will be like for the economy, geopolitics and investments.
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With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
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2024 Outlook: Steering through turning tides
The coming year will see the tides turn for growth, inflation and monetary policy, with the United States expected to enter a mild recession in the first half of 2024. Price pressures will abate, giving central banks scope to cut interest rates, but monetary policymakers will remain wary of the risk of policy errors. Fiscal policies will aim to reduce deficits and debt built up over the past decade while continuing to support the energy transition.
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2024 Investment Outlook
Cross Asset Investment Strategy Special Edition: Steering through turning tides
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Mortgage-Backed Securities: A Timely Opportunity
Uncertainty over the direction of interest rates has led to a significant widening of spreads in the agency mortgage-backed securities market, creating a potentially attractive opportunity for investors.
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White papers
The opportunities and challenges of international trade in agriculture
An imbalance between limited natural resources and the growing appetite for farm products makes agricultural trade critical to meeting global food demand, bringing with it further opportunities for agricultural producers, agribusinesses, and investors.
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Investment Outlook 2024: Infrastructure Equity
In our Schroders Capital Investment Outlook webinar series, our experts leveraged their extensive experience to guide you through investing across all asset classes of private markets. Hear our Infrastructure experts’ insights.
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Impact investing is ‘here to stay’
Risk and return used to be the two key factors dictating investment decisions. A third equally important dimension – impact – is now incorporated into decision-making.
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White papers
Investment Outlook 2024: Real Estate
In our Schroders Capital Investment Outlook webinar series, our experts guide you through investing across all asset classes of private markets. Hear our Real Estate experts’ insights.
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Real Estate Outlook – Europe, Edition November 2023: Are we there yet?
The economy in the eurozone is weakening but still holding up better than expected. After two quarters of meagre growth of 0.1%, the 3Q23 GDP for the region contracted by -0.1%. The purchasing managers’ index (PMI) survey results, with five consecutive readings below the neutral threshold of 50, resulting in a three-year low of 46.5 in October, suggest an even weaker start to 4Q23.
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Real Estate Outlook – US, Edition November 2023: Looking for respite
”Downturns are rare in private commercial real estate, but repricing and reduced buyer pools create opportunities for investors willing to accept more risk today for higher reward during recovery.”
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Real Estate Outlook – Global, Edition November 2023: Ongoing price adjustment
“Real estate capital values continue to edge lower, with the US lagging Europe, and APAC little impacted as Japanese interest rates remain on hold. Transaction activity remains muted while lending conditions have tightened. This is creating attractive opportunities for real estate-backed debt, such as bridging loans.”
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Real Estate Outlook – APAC, Edition November 2023: Navigating choppy waters
“Macro is likely to lose momentum further given restrictive monetary policy. More cap rate expansions are forthcoming with rates staying higher for longer. There are more risk factors to consider, and investors should stay selective in strong thematic plays.”