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US CRE Market Insights – September 2021

US CRE Market Insights – September 2021

🕔09:33, 15.Sep 2021

It feels so good to celebrate the recovery from the Covid-19 recession. Economists in both the UK and US are turning out bright and buoyant forecasts for strong economic growth in both 2021 and 2022. Jobs are readily available and

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Newsletter – Autumn 2021

Newsletter – Autumn 2021

🕔15:15, 13.Sep 2021

As we emerge from the worst of the pandemic, the outlook remains challenging to decipher. Regional differences in COVID-19 vaccine availability and uptake rates are creating a two-speed economic recovery globally. Post-pandemic cynics and optimists will find data to support

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De strijd tegen Delta

De strijd tegen Delta

🕔11:00, 9.Sep 2021

Hoewel de verspreiding van de nieuwe Delta Covidvariant de wereldeconomie heeft verstoord, zouden stimulansen en vaccinatieprogramma's een sterke groeivertraging moeten voorkomen. De economische groei is de afgelopen maanden duidelijk vertraagd, grotendeels door de verspreiding van de bijzonder besmettelijke Delta-variant van

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STOXX Monthly Index News – August

STOXX Monthly Index News – August

🕔11:06, 7.Sep 2021

Stocks rose for a seventh straight month during August amid ongoing optimism that the global economy continues to rebound from the COVID-19 slump and as the US Federal Reserve indicated it won’t rush to …

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Are emerging markets on the cusp of a dividend boom?

Are emerging markets on the cusp of a dividend boom?

🕔09:32, 7.Sep 2021

The headline numbers tell a fairly grim story. Global dividend payouts fell 12.1%1 in 2020 as the COVID-19 pandemic forced economies to shut down for a prolonged period. The economic inactivity prompted many companies to go into …

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Markets take the Fed’s tapering plans in stride

Markets take the Fed’s tapering plans in stride

🕔13:47, 6.Sep 2021

Equities continue to march higher. Despite the coming taper, Fed policy remains accommodative, and a strong earnings outlook supports select stocks. Although COVID-19 hospitalizations have surged, last week investors focused on the FDA’s full approval of the Pfizer vaccine. Both

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Identifying attractive cities for UK office investing

Identifying attractive cities for UK office investing

🕔11:04, 6.Sep 2021

Property investors are examining the emerging “new normal” as input into capital deployment plans for the months ahead. If history is a guide, the UK will capture a lion’s share of planned investment because its defining features remain extremely attractive

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Japan: Olympic host’s equity market is uniquely positioned

Japan: Olympic host’s equity market is uniquely positioned

🕔13:55, 3.Sep 2021

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer. While there has been a backlash from the Japanese public as a result of Covid-19 concerns, the intentions of the International

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Dimly aware of a certain unease in the air

Dimly aware of a certain unease in the air

🕔15:20, 30.Aug 2021

We borrowed a line from a Pink Floyd song for this week’s title, which seemed to sum up the mood in markets last week. The rise in cases of the delta variant of Covid brings fears of a pause in

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Economic and Strategy Viewpoint September 2021

Economic and Strategy Viewpoint September 2021

🕔12:42, 30.Aug 2021

Forecast update: a touch of stagflation We still expect a robust recovery in the world economy, but the outlook has moved in a stagflationary direction as growth momentum fades and price pressures rise. Our forecast for global GDP growth is

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Inflation is temporary

Inflation is temporary

🕔10:58, 30.Aug 2021

The difference between price and inflation The recent jump in inflation reflects an uneven recovery from the pandemic rather than a long-term shift U.S. job growth has been lower than expected even as demand for workers remains robust. Consumer prices

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PIMCO’s Capital Market Assumptions, August 2021

PIMCO’s Capital Market Assumptions, August 2021

🕔09:50, 30.Aug 2021

Executive Summary Vaccine-driven reopenings propelled U.S. economic growth in the first half of this year, leading to a significant uptick in inflation. While PIMCO believes that today’s high levels of inflation will likely prove transitory, we believe the Federal Reserve

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De opmars van AI

De opmars van AI

🕔13:17, 27.Aug 2021

Uitdagingen voor beleggers na de coronapandemie: Ook voordat de coronapandemie de wereld begin 2020 overspoelde, verspreidden kunstmatige intelligentie (AI) en gerelateerde technologieën zich al van hun bakermat – tech- en internetbedrijven – naar andere sectoren. Door de coronacrisis kwam de

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Why This “Value” Recovery May Have Only Just Begun

Why This “Value” Recovery May Have Only Just Begun

🕔11:07, 27.Aug 2021

Economic recovery and earnings momentum set to sustain the rotation back to value. Value as an investment style is enjoying a revival. After being described as moribund by some, we started to see a rotation from “growth” to “value” in

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Geen ontwijkende actie nodig

Geen ontwijkende actie nodig

🕔16:13, 16.Aug 2021

Zelfs als China zijn regelgeving aanscherpt en het aantal Covid-19-besmettingen onaangenaam hoog blijft, zullen de aandelen waarschijnlijk niet lijden als het economische herstel zich doorzet. Voor beleggers is er dit jaar geen zomerpauze. De wereldeconomie blijft erop vooruitgaan ondanks de

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What could drive change?

What could drive change?

🕔10:25, 12.Aug 2021

Covid-19 index: when might life return to ‘normal’? As the US continues its Covid-19 vaccination program, the Return to Normal Index measures human activity data relative to pre-pandemic levels. The index is constructed by our data scientists and fundamental analysts

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European ABS Market Review

European ABS Market Review

🕔15:27, 11.Aug 2021

Risk assets continued their strong rally during June 2021. The continuing fast pace of the Covid-19 vaccine rollout has resulted in many economies starting to reopen and thereby increasing global activity. However, there is still a sense of unease as

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Thriving in the bond market

Thriving in the bond market

🕔10:06, 9.Aug 2021

KEY TAKEAWAYS Markets can readily digest an orderly policy tightening. The US Federal Reserve (Fed) is determined to cement the recovery and will avoid preemptively raising rates. Tapering of asset purchases will take place first but this will be gradual

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Illiquid asset investor notes

Illiquid asset investor notes

🕔08:33, 9.Aug 2021

Investors are often concerned by potential barriers around illiquid assets. Could a change of fund structure mitigate these issues? When we talk about investment barriers into illiquid assets, what’s often being referred to are fund structures – closed-end versus open-ended

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When consensus becomes a pain trade

When consensus becomes a pain trade

🕔15:52, 6.Aug 2021

The economic normalization process is well under way, notwithstanding a flare-up in new coronavirus cases. The return to normality is most evident in regions where the vaccine roll-out has been smooth. Inflation numbers have risen sharply, but we see this

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021 Invesco Global Sovereign Asset Management Study

021 Invesco Global Sovereign Asset Management Study

🕔14:33, 4.Aug 2021

With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔16:03, 3.Aug 2021

House View Q3 2021: The global economy remains on track for a rapid and broad-based economic recovery from the Covid pandemic. Notwithstanding concerns around new variants of the virus, restrictions are generally being eased, as the vaccine roll-out progresses well,

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Impact investing in emerging markets post COVID-19

Impact investing in emerging markets post COVID-19

🕔09:55, 2.Aug 2021

The dual mandate of impact investing* was immediately tested with the launch of our positive impact emerging portfolio in May 2020, as it coincided with the peak of uncertainty related to the COVID-19 pandemic. The main challenge was to balance

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Consumer revenge – the next stage of the recovery in europe

Consumer revenge – the next stage of the recovery in europe

🕔13:44, 28.Jul 2021

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region. Key takeaways As we progress

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T. Rowe Price – Global Markets and the Implications for Asset Allocators

🕔11:00, 22.Jul 2021

Join Yoram Lustig – Head of Multi-Asset Solutions EMEA & LATAM and Michael Walsh – Solutions Strategist, for our midyear asset allocation webinar as they discuss key themes for the second half of the year and how to prepare portfolios for the

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How Far Are We in This Value Rotation?

How Far Are We in This Value Rotation?

🕔12:45, 21.Jul 2021

KEY INSIGHTS The value style of investing “caught a bid” after encouraging vaccine news from Pfizer last November. Since then, the value style dramatically outperformed the growth style. This came after a decade of underperformance. The extreme divergence in performance between

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A snapshot of the world economy in July 2021

A snapshot of the world economy in July 2021

🕔10:18, 20.Jul 2021

Digital drive will boost productivity growth Why China’s vaccine surge is good news for the world How will age-related spending change in the next decade 

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Managing inflation: no easy options

Managing inflation: no easy options

🕔10:28, 16.Jul 2021

A shift from ‘lowflation’ to a moderately rising inflation regime could bring with it greater dispersion in asset returns. While ultimately positive for investors, the transition may …

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A taxing question for U.S. stocks

A taxing question for U.S. stocks

🕔08:20, 16.Jul 2021

We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the …

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Thematic investing set to transform asset management?

Thematic investing set to transform asset management?

🕔10:41, 15.Jul 2021

Thematic investing is no longer niche. Assets in these funds have grown at an annual rate of 37% since 2018, but the unprecedented events of 2020 in the wake of the COVID-19 pandemic significantly boosted this growth to

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Sector Compass Monthly Update

Sector Compass Monthly Update

🕔14:47, 14.Jul 2021

June showed similar trend characteristics to earlier in the year, with value and cyclical exposures rising again — but with a hint of caution caused by the emergence of new COVID variants and concerns over Fed tapering. Europe and the

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When will U.S. daily life return to normal?

When will U.S. daily life return to normal?

🕔11:50, 12.Jul 2021

As the U.S. continues its COVID-19 vaccination program, the Return to Normal Index measures human activity data relative to prepandemic levels. The index is constructed by our data scientists and fundamental analysts and tracks …

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Covid-19 index: when might life return to ‘normal’?

Covid-19 index: when might life return to ‘normal’?

🕔12:55, 9.Jul 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as

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Inflation blows on markets, and investors need to act

Inflation blows on markets, and investors need to act

🕔16:04, 7.Jul 2021

The Covid-19 crisis has transformed the world with far reaching consequences that markets are now starting to assess. The most important one being what will be left of the Great Recovery following the crisis. Different narratives are evolving at this

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Waiting for the summer

Waiting for the summer

🕔11:36, 5.Jul 2021

As economies reopen, stronger economic data demonstrates that the cyclical recovery is progressing well. Signs of an intensifying spread of the Delta variant of Covid-19 are, however, raising questions about the outlook. Worldwide new Covid-19 cases have now plateaued at

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Podcast: Vaccine Exports Set to Pick Up Dramatically

Podcast: Vaccine Exports Set to Pick Up Dramatically

🕔11:01, 5.Jul 2021

Flash update: In recent months, we’ve received several questions around the vaccination progress in emerging markets (or lack thereof), and in particular, the progress in frontier markets. For this piece, we hone in on Africa as it makes up over

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BNP Paribas AM – Webinar – Lookout for the Mega trends: Outlook for 2021 and beyond

🕔15:00, 1.Jul 2021

BNP Paribas Asset Management is delighted to invite you to join us for the next session in our virtual event series. On 1 July, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, presents our mid-year outlook, recapping the

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Gains Still to Be Found in Chinese Equities

Gains Still to Be Found in Chinese Equities

🕔10:39, 28.Jun 2021

Corporate earnings will likely be the focus after a post‑pandemic recovery. China’s economy is on the right track to recovery in 2021. We expect the Chinese consumer to play a bigger role this year, thanks to pent‑up demand. Successive holidays and festivals

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It’s about time… Timeshare ABS holds steady as vacations resume

It’s about time… Timeshare ABS holds steady as vacations resume

🕔10:41, 25.Jun 2021

As the age-old adage goes, “shame on you if you fool me once, shame on me if you fool me twice.” Timeshare operators learned from their misfortune during the Global Financial Crisis and made substantial changes to their operating models,

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European Infrastructure Debt

European Infrastructure Debt

🕔16:45, 24.Jun 2021

Resilient and essential in the Post-Covid environment As an asset class, infrastructure debt possesses key characteristics that contribute to resilient performance. These include the large physical nature of the underlying asset, high barriers to entry and stable revenues linked to

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Podcast: Corporate bonds: Resilience amid rising inflation (or read the article)

Podcast: Corporate bonds: Resilience amid rising inflation (or read the article)

🕔14:29, 22.Jun 2021

Market weekly: Thanks to central bank largesse, corporate bond markets weathered the depth of the Covid crisis well. Risks to credit markets today appear low with gradually improving fundamentals, neutral central bank policy and no major supply-demand imbalances. Listen to

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Positioning for a New Economic Landscape

Positioning for a New Economic Landscape

🕔10:15, 16.Jun 2021

Recovery is on track, but inflation pressures create risks.  The strengthening economic recovery from the coronavirus pandemic appears poised to broaden across regions and countries in the second half of 2021, bolstered by vaccine progress, continued fiscal and monetary stimulus,

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Tourism: How Asia and other emerging markets could bounce back

Tourism: How Asia and other emerging markets could bounce back

🕔09:55, 14.Jun 2021

Tourism has been one of the sectors most affected by the COVID-19 pandemic. Governments worldwide imposed strict movement restrictions and closed borders in the hope of stopping the spread of the virus. According to the United Nation’s World Tourism Organization,

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Covid-19 index: when might life return to ‘normal’?

Covid-19 index: when might life return to ‘normal’?

🕔08:11, 4.Jun 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as

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Happy customers

Happy customers

🕔12:31, 2.Jun 2021

Europe is re-opening. The summer of 2020 is probably going to be the point of reference to gauge the magnitude of the looming economic rebound. The “mechanical recovery” could be spectacular again this year (assuming no bad Covid news). Indeed,

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Is kwantitatieve versoepeling het nieuwe redmiddel geworden van de opkomende markten?

Is kwantitatieve versoepeling het nieuwe redmiddel geworden van de opkomende markten?

🕔16:28, 1.Jun 2021

De opkomende markten zijn vorig jaar, in volle Covid19-crisis, kwantitatieve versoepeling beginnen te verkennen. Betekent dit dat kwantitatieve versoepeling nu deel uitmaakt van de monetaire instrumenten? Wat zijn de voordelen en risico's? In het licht van de huidige economische crisis

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Spring has sprung for Value investing

Spring has sprung for Value investing

🕔15:48, 1.Jun 2021

After ‘a lost decade’ of tepid performance, the Value factor has begun to stage a comeback, following the announcement of successful Pfizer-BioNTech Covid-19 vaccine candidate results on 9 November 2020. Despite the recent rally and reversal of fortunes, spreads in

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U.S. Agriculture & Timber Market Update

U.S. Agriculture & Timber Market Update

🕔15:11, 31.May 2021

The COVID-19 pandemic has affected Florida agriculture — primarily vegetable growers who were major sellers to the food service industry. The pandemic caused many of the producers that were selling to food service companies to market their crops to grocery

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Three themes for multi-asset investors in the post Covid-19 recovery

Three themes for multi-asset investors in the post Covid-19 recovery

🕔10:11, 27.May 2021

In the current post Covid-19 recovery phase, we see three main themes that multi-asset investors should focus on: one more tactical, in terms of risk allocation, and two more structural. – First, as the recovery advances, investors should embrace more

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The crowds are returning!

The crowds are returning!

🕔12:23, 26.May 2021

We have remarked previously on the similarities between asset management and football (Investing? It’s a funny old game, July 2018), and as Covid-19 swept the globe during the last 12 months, our thoughts once again turned to these parallels. At

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