All White papers articles – Page 7
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White papers
2024 midyear outlook: Portfolio construction themes
Navigating today’s investment landscape has become tougher, as widening cracks in the economy present tripping hazards or cause investors to stray from their long-term path.
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White papers
Artificial intelligence and investing: it’s all about the data
Teaching machines how to ‘think’ has been a tantalizing goal since the early days of computing, and recent advances in generative AI have brought us closer to achieving it. However, whether AI-generated ‘buy/sell/hold’ signals can be used for investing is partly a question of whether the value outweighs the risk.
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White papers
Emerging-Market Stocks: Great Businesses Hide in a Murky Market Landscape
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
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White papers
European real estate: from headwinds to tailwind
After a tough couple of years, European real estate stands out as one of the few asset classes where valuations aren’t sky high. With fundamentals improving, this creates an attractive investment opportunity.
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White papers
French markets amid snap elections
“Political uncertainty can amplify short term market movements. However, markets tend to recover once the political situation clarifies and the focus comes back to corporate earnings.”
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White papers
Green to gold: realising opportunities from the carbon transition
The potential for real estate to deliver green energy infrastructure is often overlooked. We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
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White papers
World Oceans Day: It’s time to take action
Protecting and conserving the marine environment is essential for human life and the economy as the oceans play a central role in regulating our climate.
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White papers
Today’s healthcare treatment, tomorrow’s healthcare innovation
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. We see the life sciences industry as well positioned to benefit from structural trends.
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White papers
Un Pas à Droite?
Midway through a record-breaking year for elections, we have just been given another—and it is potentially among the most important.
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White papers
Trade Wars and Tariffs Test Equity Investing Research
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
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White papers
A New Frontier for Equity Investors: The Middle East Transformation
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
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White papers
The New Frontier in Fixed Income: Systematic Investing
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
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White papers
Calculated Risk Management: Strategy, Tools and Culture for Equity Portfolios
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
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White papers
Prompting AI: Can Better Conversations Drive Better Investment Research?
A richer dialogue between human experts and large language models may improve outcomes.
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White papers
Global real estate - Opportunities as market bottoms out
Why add unlisted real estate to your traditional 60/40 portfolio? The paradigm for global inflation and interest rates may have changed, but unlisted real estate still has a key role to play in a multi-asset portfolio. The role of unlisted real estate and its required risk-return has changed as the risk-free rate has moved from zero and below.
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White papers
What do geopolitical risks mean for central bank FX reserves managers?
Two major industry surveys show that adjusting for geopolitical challenges will impact the way foreign exchange reserves are managed.
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White papers
Shifting forces - Adapting to a new investment landscape
After a period of relative stability, waves of structural changes have recently led to a shift in the investment regime. With higher interest rates, inflation and geopolitical fragility, the environment is highly unpredictable. How can investors navigate the challenges ahead?
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White papers
Where in the world investors should look for earnings
For investors seeking a combination of future earnings potential and favorable valuations, the Franklin Templeton Institute suggests looking toward emerging markets. While US stocks have historically dominated in performance and earnings growth, the landscape could be shifting.
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White papers
Investment Perspectives Mid-Year 2024 Outlook: Descent from the peak
Where could investors discover opportunities as we approach the descent from peak interest rates? At the mid-way point of 2024, our CIOs and investment teams across Equities and Multi-Asset, Fixed Income and Private Markets bring you their views on the current investment landscape, look beyond the ‘noise’ and map the potential routes for success amid heightened volatility.