In the midst of market turbulence, the banking sector faces challenges reminiscent of the Global Financial Crisis and the dotcom bubble. The author of "CIO lens" by Schroders highlights the importance of learning from past experiences while also considering the
In the text "EMEA-Listed ETF Flash Flows" by State Street, the main theme highlights the strong inflows of EMEA-domiciled ETFs, which posted $3.1 billion in net inflows last week. Fixed Income attracted $1.8 billion of net new assets, while Equity
In the text "Beyond high inflation: Multi Asset’s Long-Term Return Expectations," Ballie Gifford emphasizes that all investment strategies come with potential for profit and loss, and past performance cannot guarantee future returns. The main theme revolves around the anticipation that
In het rapport "Samenvatting ontwikkelingen Q1 2023" van NVM Business wordt de terugval in de opname van kantoor- en bedrijfsruimte benadrukt. De kantorenmarkt kampt met een vraaguitval, terwijl grootschalige opnames (logistiek) zijn weggevallen in de bedrijfsruimtemarkt. Aan de andere kant
In the wake of the Covid-19 pandemic, pension reform has re-emerged as a global concern. The Allianz Global Pension Report 2023, by Allianz, evaluates pension systems' sustainability and adequacy using the Allianz Pension Index (API). Policymakers in industrialized nations focus
In this Q1 2023 Signals Report by Fidelity Digital Assets, the main theme revolves around the short-term and mid-term potential of Bitcoin and Ether investments. The report highlights that both cryptocurrencies exhibit strong price momentum and supportive moving averages, positioning
In UBP's "Flash Update," the author emphasizes the strong business case for impact investing in emerging markets after facing a difficult first quarter. The year began positively, but emerging markets experienced a setback in February before regaining momentum in March.
In the text "Will the US dollar continue to weaken?" by Capital Group, the main theme revolves around the uncertainty of the US dollar's future and the factors that may influence its direction. The decade-long bull run of the greenback
In the research paper "Still working from home? US banks are getting worried," Allianz brings attention to the main theme of banking vulnerabilities in emerging markets. The text specifically discusses three pressing issues: alarm bells ringing within emerging market banking,
The main theme of AXA Investment Management's "What you know and what you must guess" is the exploration of Central Bank Digital Currencies (CBDCs) as a compromise between the technical benefits of cryptocurrencies and the mitigation of financial stability risks.
Commodities Outlook for April 2023 The main theme of the text, titled "Commodities Outlook for April 2023 – Technical Note," is the BMO Capital Markets Commodity Price Index. This index provides an overview of the price movement of 20 crucial
2023 Asset Allocation In the report titled "2023 Asset Allocation Report: Examining Return Forecasts and Implications for Long-term Portfolio Strategies," the author highlights the key observations for various asset classes, such as stocks, rates, and private equity. The main theme
Personalized inflation hedging: A closer look at your true consumer price index This research paper, titled "Personalized inflation hedging: A closer look at your true consumer price index," delves into the concept of personalized inflation, which is affected by factors
Expected returns for the next decade In this text, the primary theme revolves around the global economy, financial markets, and investment strategies. The discussion encompasses the calculation of return expectations for the coming five and ten years based on long-term
Driving impact in listed assets investments Impact investing has become a powerful approach to achieving financial returns while addressing the world's most significant social and environmental challenges. This essay discusses AXA IM's approach to impact investing in listed assets, which
QUARTERLY OUTLOOK – APRIL 2023 Crisis rhymes but no repeat: equity markets left finely balanced As the global economy adjusts to a higher inflation, higher interest rate environment, echoes of the 2008 crisis can be heard. However, the policymakers and
Long-run asset class performance: How climate change will impact asset returns – an update Incorporating the impact of climate change, Schroders Economics Group presents a 30-year return forecast for cash, bonds, credit, equities, and real estate. This analysis utilizes Oxford
LONG-TERM STRATEGIC OUTLOOK A five-year returns forecast for major asset classes — updated twice a year to help you set strategic portfolio allocations The strategic outlook for major asset classes over the next five years is marked by uncertainty, with
2023 LONG-TERM CAPITAL MARKETS OUTLOOK In the face of a challenging economic environment, Canadian pension plans experienced a surprisingly positive year in 2022. Long-term interest rates rose dramatically, reducing the present value of future pension liabilities more than the fall
In the text "Global Strategy 2Q 2023" by Erste Group, the main theme is the likelihood of an end to the interest rate hike cycle due to recent financial turbulence involving SVB and Credit Suisse. The author discusses the impact
In J.P. Morgan's extensive 97-page report, "Guide To the Markets," the main theme revolves around a thorough examination of the global economy, equities, and fixed income. This comprehensive analysis provides valuable insights into the current state of the market and
Op 10 maart 2021 is de Verordening betreffende informatieverschaffing over duurzaamheid in de financieledienstensector, ook wel bekend als SFDR1 , in werking getreden. Per 1 januari 2023 gelden specifiekere regels voor transparantie over duurzaam beleggen. Vooruitlopend op deze specifiekere transparantieregels
In a world in which asset managers are struggling to differentiate themselves and outperform their benchmarks, we believe that impact investing provides an answer largely through innovative portfolio construction and we would particularly like to highlight: The results obtained by
Growth strategies have long overshadowed dividend strategies. However, changing macroeconomic conditions have turned the tables and dividend investments are enjoying their time in the sun. While this coincides with value’s long-awaited comeback, value and dividend stocks have distinctive characteristics. We
In Schroders' "Equity Lens," the main theme highlights the strong market performance during the first quarter, led by Europe ex UK with a 12.2% gain in USD terms, despite weak earnings. The text also emphasizes elevated valuation-dispersion among companies and
As global businesses seek to diversify their supply chains, they are increasingly adopting the China Plus One strategy. This approach involves investing in countries other than China, with India expected to benefit significantly as it becomes the world's most populous
In "No rest for the leveraged", Allianz Research reveals an alarming trend in business insolvencies, with a predicted increase of 21% in 2023 and 4% in 2024. Half of the analyzed countries are expected to exceed pre-pandemic insolvency levels by
In the Monthly Investment Outlook, UBP highlights the stability of global equities and the rally in bonds in March, despite turmoil in the US and European banking systems. Over the past four decades, such financial shocks have been common during
The first quarter of 2023 witnessed market recovery despite looming economic slowdown and issues within the banking sector. The text, "Strategic Sector Selector" by Invesco, highlights the lasting impact of the monetary tightening cycle on the global economy. It also
The main theme of the text is the comparison of active and passive investment management strategies through the S&P Indices versus Active (SPIVA) Europe Scorecard. This report, initially published in 2014, evaluates the performance of actively managed funds domiciled across
How Vulnerable is EM Debt to Volatility Spillovers? – Investment Insights This report discusses the recent shocks to the banking system and their impact on emerging market (EM) debt. The report provides insights into two types of EM debt: EM
In the recent EMEA-Listed ETF Flash Flows report by State Street Global Advisors, equity markets experienced gains across all major regions last week. The report highlights a drop in US headline inflation, an acceleration in Core inflation, and softer-than-expected Producer
Last week, the US March CPI report revealed a decline in inflation, with headline inflation falling from 9% last summer to 5% in March. According to UBS's "Market Commentary", this drop can be attributed to decreasing oil and food prices.
The Q1 2023 edition of Active Insights explores the idea that "interesting times" may not be so bad for investors. Head of Active Strategies, Colin Reedie, shares his insights on the variables that could determine returns for the rest of
Main theme: The text discusses the recent rise in corporate bond spreads, higher yields offset by lower risk-free yields, and increased default rates in the high-yield sector, and the risk to corporate margins due to increasing costs. Corporate Bond Spreads
The latest data on inflation has led to concerns about the economy, with some fearing that hot inflation and economic data could lead to an increased chance of recession, even if it takes longer than first expected. The Federal Reserve
Investing in Emerging Market Debt: Benefits of an Active Approach Emerging market debt (EMD) is becoming more popular among investors due to its increased liquidity and diversified ownership base. Despite a challenging 2022, active research-based approaches can help identify attractive
Our informative Research file delves into the current state of food inflation in Europe and what factors are contributing to the high prices. Despite cooling commodity prices, food, alcohol, and tobacco inflation remain high and are likely to remain so
Bank J. Safra Sarasin's investment committee cautions that despite robust economic conditions and strong labor and retail sales data, the risk of a US recession in the next 12 months remains high, forcing market participants to take a closer look
In the latest edition of In Focus, the Chief Investment Office discusses the current state of capital markets and the potential implications for investors. Despite ongoing volatility, there are reasons for optimism as we look ahead. Opportunities and Challenges in
Global high yield strategies offer numerous benefits that investors should consider when investing in different regions. While regional economic growth and relative value are essential allocation factors, active global strategies can generate alpha and total return. In addition, structural nuances,
The European banking sector remains stable and covered bonds continue to be a reliable investment option. With close to EUR 30bn of benchmark issuance in the first three weeks of January, it's clear that investors are turning to covered bonds
he Fisch Asset Management report for March 2023 highlights the "Anti-Goldilocks" environment, where financial markets are behaving as if they were in a "Goldilocks environment" with moderate economic growth, rapidly falling inflation, and an imminent easing of monetary policy. However,
In this insightful report, the author from State Street discusses the current macroeconomic narrative, highlighting the resilience of the US economy amidst robust labor markets and retail sales. The strong economic activity observed contributes to a low risk of near-term
In “Barometer: lagere inflatie in het verschiet, maar ook lagere groei” biedt Pictet een grondige analyse van de huidige economische situatie en de verwachte inflatie en groeivooruitzichten voor de ontwikkelde wereld. De auteur benadrukt het belang van een strategische benadering
Afgelopen woensdag 30 november is het langverwachte rapport van de commissie parameters gepubliceerd. Uit dit rapport komt een aantal wijzigingen naar voren die relevant zijn voor fondsen in het huidige stelsel, maar (vooral) ook naar aanloop naar het nieuwe stelsel.
After spending over a decade trying to generate inflation, central banks are today confronted with the highest increases in prices since the 1970s. The return of inflation brings with it an unwelcome dilemma; combat inflation or prioritise financial stability. At
In RBC’s report titled “Nudging asset mix closer to neutral as expansion matures,” the main theme revolves around the careful balance of risks and opportunities in the face of an uncertain market. The author suggests that a mild recession could
In "Building Core Strength to Meet Demands of Markets" stelt T. Rowe Price het belang vast van het balanceren van zowel waarde- als groeistijlen in beleggingsportefeuilles. Deze aanpak vermindert portefeuillerisico en elimineert de noodzaak voor beleggers om op één specifieke
In Morgan Stanley’s report, “Good news, yet markets miss the point,” the main theme revolves around developed markets losing momentum after a strong start to the year. Despite receding recession risks, job data indicates a cooling labor market, raising concerns
