Global Alternatives Outlook

🕔19:25, 15.jan 2020

PRIVATE CREDIT Amid negative yields, opportunities to generate alpha above comparable public debt Our managers’ outlook unfolds against an unusual backdrop: a remarkable rate environment, in which the number of negative-yielding debt instruments is on the rise, with a powerful

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:58, 15.jan 2020

ASSET ALLOCATION Beyond the traditional lies a world of alternatives A recent innovation on the food front—a plant-based burger that echoes the flavor and texture of meat—has captured the attention of many people, including the authors of this article, a

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Global Alternatives Outlook

🕔18:31, 15.jan 2020

GLOBAL REAL ESTATE Building a diversified core real estate allocation for income and stability Economies are another year further along in their mid to late cycles, and many asset classes, including real estate, are generally fully priced. In past cycles,

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Global Alternatives Outlook

🕔18:28, 15.jan 2020

PRIVATE EQUITY Rapid innovation and small to mid market dynamics offer opportunities in a challenging environment As we enter 2020, we see global challenges as well as opportunities in the private equity (PE) markets. Fund-raising continues apace, investor demand is

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:22, 15.jan 2020

TRANSPORT Increasing stability across sectors Even as global transportation investments have grown in size and stature, the real asset class remains little known to institutional investors. Driven by decades of globalization, the diversity of transport assets has increased dramatically. Ranging

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:18, 15.jan 2020

INFRASTRUCTURE Concentrating on the core For the better part of a decade, and in particular over the last five years, institutional investors have increasingly embraced the potential of equity investment in core private infrastructure assets: diversification, inflation protection and yield.

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:16, 15.jan 2020

HEDGE FUNDS Opportunities in sustainability, next-generation digital and value Among the convictions shared by our hedge fund professionals investing across a diversity of strategies: Technological advances will continue to reshape the investment landscape in 2020, offering stock selection opportunities—some arising

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:01, 15.jan 2020

MACROECONOMIC OUTLOOK Why the global economy—and markets—still have room to run Although some of the risks that have weighed on the global economy may be starting to fade, it is too soon to sound the all-clear. We anticipate that 2020

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:00, 15.jan 2020

The second annual edition of J.P. Morgan Asset Management’s Global Alternatives Outlook presents a 12- to 18-month outlook for a wide range of alternative asset classes. Drawing on the insights of more than 700 alternatives professionals around the globe, we

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The 2020-2024 EM fixed income outlook

The 2020-2024 EM fixed income outlook

🕔15:28, 15.jan 2020

Following another year of strong returns, Emerging Markets (EM) fixed income has outperformed developed bond markets by a significant margin over the past four years.  The outperformance is likely to continue in 2020, because EM fixed income remains attractively priced both in

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The Idea Multiplier: An acceleration in innovation is coming

The Idea Multiplier: An acceleration in innovation is coming

🕔14:37, 15.jan 2020

About the Megatrends series Megatrends have accompanied humankind throughout history. From the Neolithic Revolution to the Information Age, innovation has been the catalyst for profound socioeconomic, cultural, and political transformation. The term “Megatrends” was popularized by author John Naisbitt, who

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔09:00, 15.jan 2020

House View 2020 Outlook The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. We hold a House View Forum biannually at which the main issues and arguments are introduced, discussed and debated.

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Geopolitical risks on our 2020 radar

Geopolitical risks on our 2020 radar

🕔08:09, 15.jan 2020

Weekly commentary  • The recent sharp escalation in U.S.-Iran tensions serves as a reminder of the potential for flare-ups in geopolitical risks as we enter 2020. • We see global growth stabilizing and gradually picking up over the next six

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Inflation climbing up

Inflation climbing up

🕔07:10, 15.jan 2020

CEE Market Insights  This week in CEE Throughout the week, we will keep seeing inflation rate figures across CEE countries. In Hungary and Romania, we expect the headline number to land at 4.0% y/y in December, marking a visible increase

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The fight for the Democratic nomination moves into the next round. -> https://www.opiniopro.com/2020/02/fn/the-fight-for-the-democratic-nomination-moves-into-the-next-round/ #elections #usa #Trump #Republican #Democrats via @DWS_Group

Slowing but going -> https://www.opiniopro.com/2020/02/fidelity/slowing-but-going/ #AssetAllocation #Equities #FixedIncome #RealEstate via @Fidelity

The prospects for economies and markets in 2020. -> https://www.opiniopro.com/2020/02/bmo/the-prospects-for-economies-and-markets-in-2020/ #brexit #centralbank #china #Fed #manufacturing #oil #recession via #BMO

Navigating a Sentiment Crash -> https://www.opiniopro.com/2020/02/qma/navigating-a-sentiment-crash/ #crash #Equities #growth #sentiment #value via @pgim

Are you taking enough risk? How do you know? -> https://www.opiniopro.com/2020/02/invesco/are-you-taking-enough-risk-how-do-you-know/ #china #Equities #factor #FixedIncome #riskpremium via @InvescoEMEA

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