The main theme of the text is the greening of the European Central Bank's (ECB) balance sheet as it integrates climate considerations into its monetary policy. Since October, the ECB has been redirecting corporate bond purchases towards issuers with better
The main theme of the reasearch revolves around the Franklin Templeton Investment Solutions (FTIS) 2023 Capital Market Expectations (CMEs), which cover their 10-year forecast for asset class returns and volatility. The CMEs also discuss how FTIS believes economic themes such
The main theme of this paper revolves around Nuveen's third annual EQuilibrium survey, which explores how institutional asset owners are rethinking markets, reallocating portfolios, and investing responsibly in response to dramatic shifts in the macroeconomic and geopolitical landscape. These shifts
In the research paper "Converging Expectations," UBP delves into the recent reversal of stock and bond market gains due to renewed inflation concerns. The main theme of the text is the convergence of expectations between risky and risk-off assets in
The main theme of the presentation is the 7-year asset class real return forecasts by GMO. These local, real return forecasts are for several asset classes and not for any specific GMO fund or strategy. It is important to note that
