2023 Natixis Global Fund Selector Outlook Fund selectors worldwide face the dual challenge of navigating an uncertain economic landscape and evolving client needs. As inflation rates, interest rates, and geopolitical risks rise, 62% of fund selectors believe a recession is
The discussion in "Macro musings: The Fed, payrolls, and what to make of it all" revolves around the Federal Reserve's decision to hike rates, the effect on market pricing, and the potential scenarios that might prompt a change. While the
In "Capital Market Line: Quarterly Five-Year Forecast of Relative Risk and Return Across Asset Classes – The Pendulums Are Swinging," the authors discuss a reset of inflationary forces in 2023 and the likelihood of a profit recession rather than an
In "Robeco’s approach to biodiversity – Towards the integration of nature-related risks, opportunities, and impacts in our investments," the authors emphasize the role of the financial sector and asset management industry in preventing biodiversity loss. They discuss Robeco's strategic priorities,
Incorporating Climate Change: 30-Year Forecasts for Asset Class Performance and Returns This paper, titled "Long-run asset class performance: 30-year return forecasts," discusses Schroders Economics Group's annual thirty-year return forecasts for a range of asset classes, incorporating the impact of climate
"Navigating China: Beyond the Reopening" discusses the challenges and opportunities that investors face as China moves beyond its initial reopening phase. The authors highlight the importance of alternative data in understanding the country's economic activity, policy moves, and geopolitics amid
Alternative Thinking | Q1 2023 Capital Market Assumptions for Major Asset Classes This article, titled "Capital Market Assumptions for Major Asset Classes," presents updated medium-term (5- to 10-year) expected return estimates for major asset classes. In 2022, expected returns increased
In this conclusion of "Exploring Institutional Interest in Blockchain Applications and Digital Asset Uses," Fidelity Digital Assets highlights institutional investor sentiments during the first half of 2022. They emphasize that recent market events showcase the growing pains of a burgeoning
