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ESG Global Study 2022

ESG Global Study 2022

🕔13:44, 24.Jun 2022

ESG adoption is on the rise, fuelled by client demand and a desire to make an impact. As ESG momentum continues to gain steam, investors are refining and evolving their strategies. This can be seen in the implementation arena, where

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Supply chain shifts signal reglobalisation

Supply chain shifts signal reglobalisation

🕔12:43, 22.Jun 2022

The fragility of global supply chains exposed during the COVID-19 pandemic remains one of the top economic challenges facing the world. In one respect, globalisation has long been characterised by developed market countries offshoring production to lower cost locations. But

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Global Asset Allocation 2022 Q3

Global Asset Allocation 2022 Q3

🕔14:38, 21.Jun 2022

Most assets have again delivered negative returns in both local currency and USD, with the notable exception of commodities (or more precisely energy and agricultural products). That was unfortunate for us, given that we were zero-weighted in commodities (having been

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So Far, So Good…

So Far, So Good…

🕔12:26, 20.Jun 2022

With inflation at multi-decade highs and growth already slowing, investors were rightfully sceptical about the Fed’s ability to aggressively tackle inflation without sending the economy into recession having waited too long. Now two hikes in and messaging front-loading future hikes

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A time for dividends to shine

A time for dividends to shine

🕔10:09, 14.Jun 2022

The past decade has been an exceptionally profitable period to be invested in global equity markets, with the MSCI AC World Index averaging 10.6% per annum in the 10 years to 31 March 2022*. Solid GDP growth, low interest rates

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Commodities at war: testing the mettle of the global metals industry

Commodities at war: testing the mettle of the global metals industry

🕔19:00, 10.Jun 2022

For the past couple of decades, China has been the driver of the health of the global metals industry as it accounts for roughly 50% of demand for a number of metals commodities. More recently, two other factors have driven

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Responsible investing: We need to take action

Responsible investing: We need to take action

🕔17:11, 3.Jun 2022

The 2020s so far have forced a global realization that threats posed by climate change are severe, urgent, and soon, irreversible. It is rather unusual to wake up to the start of the new year with a 13oC on the

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Navigating the foggy road to normal

Navigating the foggy road to normal

🕔14:10, 2.Jun 2022

Global growth is likely to slow alongside increasing geopolitical risk and uncertainty, tighter monetary policy, and a slowing Chinese economy. There is also a greater risk that inflation will remain higher for longer, given supply chain ….

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Bringing balance back to capitalism: the next decade

Bringing balance back to capitalism: the next decade

🕔10:12, 1.Jun 2022

Since the 1980s, the global economy has been fuelled by an asymmetric capitalism. Significant interventions by governments (fiscal policy) and central banks (rates and QE), particularly during the Covid pandemic over the last two years, have resulted in disparity of

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Recession risks rise as inflation takes its toll

Recession risks rise as inflation takes its toll

🕔15:20, 31.May 2022

Economic and Strategy Viewpoint Q2 2022 – The peak in global inflation is probably not far away, but there are several reasons to think that it will fall relatively slowly. Lockdowns in China have caused bottlenecks in global supply chains

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Janus Henderson Global Dividend Index – May 2022

Janus Henderson Global Dividend Index – May 2022

🕔12:36, 31.May 2022

Global first-quarter dividends jumped by 11% on a headline basis to a total of $302.5bn, a record for the seasonally quieter first three months of the year. Underlying growth, which adjusts for oneoff special dividends, exchange rates and minor technical

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Bonds that build back better

Bonds that build back better

🕔15:59, 25.May 2022

With environmental, social and governance (ESG) issues dominating the international policy agenda – and as investor demand for new ESG financial products and services continues to grow – global debt markets, and by extension fixed income portfolios, are about to

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Where to Hide?

Where to Hide?

🕔15:39, 24.May 2022

Global Asset Allocation: The View From Europe  War, inflation and lingering COVID-19 impacts have set the stage for a challenging start to 2022 for investors, with both stocks and bonds down over 9% in response. While dynamic, stocks and bonds on

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Looming divergences and the great asset repricing

Looming divergences and the great asset repricing

🕔14:42, 24.May 2022

We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances. In particular: (1) Inflation expectations – short-term peak vs. long-term rise:

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Positive on Quantitative, Convertible Arbitrage and Global Macro

Positive on Quantitative, Convertible Arbitrage and Global Macro

🕔16:34, 23.May 2022

Q2 Strategy Outlook  In the second quarter, there are two overriding themes: the geopolitical situation is more dangerous than many of us can remember, and markets are dealing with inflation not seen in at least 40 years. We believe investors

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Infographic: A snapshot of the world economy in May 2022

Infographic: A snapshot of the world economy in May 2022

🕔12:54, 23.May 2022

Schroders Recession Dashboard: what is it telling us? Deforestation: what could be the market impact of new EU ban?  Which emerging markets are most at risk of defaulting on their overseas debts?

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Quarterly macro and market insights

Quarterly macro and market insights

🕔17:36, 20.May 2022

Global economic optimism declined in the first quarter of 2022. War in Europe added to already stiff inflationary headwinds from continued supplychain disruptions. A more hawkish tone from the Fed and other major central banks fuelled concerns of slowing global

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Still Crazy After All This YTD

Still Crazy After All This YTD

🕔08:54, 18.May 2022

Global Value Spreads Hypothetical AQR Industry-and-Dollar-Neutral All-Country Value Portfolio

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Diversification: What matters for investors?

Diversification: What matters for investors?

🕔00:57, 14.May 2022

Diversification is considered a core tenet of finance. However, if diversification is not done properly investors can find themselves surprised by ineffective portfolio positioning. We believe a factor approach supports true diversification by helping better understand underlying risk exposures and

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Building Asymmetry in Portfolios

Building Asymmetry in Portfolios

🕔12:52, 11.May 2022

Monthly Investment Outlook: Global activity slowed down in late December and should remain moderate in Q1-22. The Omicron impact was limited to a few services, but disruption remained in place in …

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A difficult balancing act

A difficult balancing act

🕔10:10, 9.May 2022

Global equities retreated in the first quarter of 2022 in the face of higher inflation and the war in Ukraine. The US Federal Reserve has become even more hawkish despite the increasing threat of a significant slowdown in economic growth.

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Global Strategy 2Q 2022

Global Strategy 2Q 2022

🕔08:34, 18.Apr 2022

The uncertainty caused by the war in Ukraine, the sharp increase in commodity prices, and the deterioration of supply chain issues are dampening the economic outlook. At the same time, the inflation risks have increased drastically. The Fed has promised

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An Update on our ESG Scores

An Update on our ESG Scores

🕔12:21, 14.Apr 2022

In February 2018, Templeton Global Macro (TGM) released its original paper on the topic of environmental, social and governance (ESG) factors in sovereign fixed income investing. The paper (Global Macro Shifts—issue 9 [GMS-9]) explored the team’s novel approach to ESG

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Near-term outlook: less real growth, more inflation

Near-term outlook: less real growth, more inflation

🕔08:30, 14.Apr 2022

The war in Ukraine adds another supply-side shock and increases economic uncertainty at a time when macro policy is constrained by high inflation and strained public finances. Despite this, most stock markets are trading higher today than at the start

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State of Play

State of Play

🕔16:55, 12.Apr 2022

No doubt, war is a human tragedy. It requires heavy reflection on what has transpired and how it can be avoided in the future. However, the current situation also demands that, as fiduciaries, we delve deeply into what the implications

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Balancing Act

Balancing Act

🕔16:09, 11.Apr 2022

The Russian invasion of Ukraine and the subsequent war involving a global military superpower has created significant uncertainty for investors. The condemnation from the rest of the world has been united, backed up with punitive sanctions that most certainly will

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Global Fixed Income Update March 2022

Global Fixed Income Update March 2022

🕔08:40, 8.Apr 2022

Contents:  Macroeconomic outlook pre-Russia/Ukraine conflict Impact of Russia/Ukraine Valuations Investment conclusions Appendix

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Podcast: Global & Absolute Return Fixed Income funds delivering performance in a rising rate environment

Podcast: Global & Absolute Return Fixed Income funds delivering performance in a rising rate environment

🕔13:14, 7.Apr 2022

Key takeaways: Strong returns in March 2022 for our flagship funds… … despite rates moving sharply higher…. … thanks to the team’s cautious view on interest rates…. … and a range of funds that is suited for a rising rate

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A Balanced Approach to China A-Shares: The S&P China A 300 Index

A Balanced Approach to China A-Shares: The S&P China A 300 Index

🕔14:11, 4.Apr 2022

China’s economy and equity market have grown substantially in size and prominence over the past decade. Mainland-listed China A-shares have likewise become more accessible to global investors during this expansion, broadening the opportunity set beyond offshore shares. As of Jan.

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Collaborating to boost engagement impact

Collaborating to boost engagement impact

🕔10:50, 1.Apr 2022

Active Ownership Report 2020: Welcome to our second annual Active Ownership Report, in which we report on our activities globally for the first time. The objective of this report is to inform our clients and other stakeholders of our stewardship

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Recovery in Europe

Recovery in Europe

🕔14:58, 29.Mar 2022

In spite of the ongoing COVID-19 pandemic throughout 2021, European equity markets were buoyant, recovering well from the extreme volatility of the previous year. The S&P Europe 350® was up 26.1% in 2021.

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Global House View – Q1 2022

Global House View – Q1 2022

🕔08:33, 25.Mar 2022

Cross asset allocation: Despite a volatile end to the year for markets, 2021 still was marked by strong equity market returns and above-trend economic growth. We expect the pace of growth to moderate in 2022. Central banks have begun removing

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Chaos and Consequences

Chaos and Consequences

🕔12:21, 23.Mar 2022

Russia’s invasion of Ukraine has shocked the world, and while the immediate concerns are the human toll on the Ukrainian people, the implications and aftermath will be felt far beyond the region. With the European continent being thrown into chaos

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Focusing on Dynamic Risk Management

Focusing on Dynamic Risk Management

🕔09:11, 23.Mar 2022

Global stock and bond markets slumped in February as the Russian invasion of Ukraine rattled markets, creating the prospect of a global commodity shock as Western nations moved to sanction Russia, among the world’s largest …

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We remain defensive as geopolitical risks escalate

We remain defensive as geopolitical risks escalate

🕔17:02, 17.Mar 2022

The dramatic escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications. Our asset allocation view has been cautious since late last year and is likely to remain so given the spectre of war in

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Wereldeconomie kan tegen een stootje, zolang energieleveranties op peil blijven

Wereldeconomie kan tegen een stootje, zolang energieleveranties op peil blijven

🕔13:08, 15.Mar 2022

Visie op asset allocatie – Maart 2022: Vorige maand meldden we dat er nog hoop was voor aandelenbeleggers voor 2022. Dat denken we nog steeds, al moeten beleggers nog wel geduld hebben. De reden is uiteraard de Russische inval in

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Janus Henderson Global Dividend Index Edition 33

Janus Henderson Global Dividend Index Edition 33

🕔13:45, 8.Mar 2022

2021 saw global dividends recover very strongly, more than making up for the cuts made during the worst of the pandemic in 2020. They surged 14.7% on an underlying basis, reaching a new record of $1.47 trillion, a touch ahead

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Responsible investing: We need to take action

Responsible investing: We need to take action

🕔09:52, 7.Mar 2022

The 2020s so far have forced a global realization that threats posed by climate change are severe, urgent, and soon, irreversible. It is rather unusual to wake up to the start of the new year with a 13oC on the

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Hedging inflation risk: a practical guide

Hedging inflation risk: a practical guide

🕔08:29, 4.Mar 2022

For three decades global inflation was on a downward trend. But in recent months inflation has risen sharply. The question which many investors are asking is whether this higher inflation rate is transitory or not?  This article summarises our views

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Barometer: Kopen tijdens een terugval

Barometer: Kopen tijdens een terugval

🕔14:21, 3.Mar 2022

De vooruitzichten voor aandelen zijn bemoedigend in de nasleep van een sterke sell-off, aangezien de groei van de wereldeconomie zal versnellen onder leiding van China.

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Global House View – Q1 2022

Global House View – Q1 2022

🕔12:57, 2.Mar 2022

Cross asset allocation: Despite a volatile end to the year for markets, 2021 still was marked by strong equity market returns and above-trend economic growth. We expect the pace of growth to moderate in 2022. Central banks have begun removing

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MENA Equities: Five Key Themes and Reasons for Optimism

MENA Equities: Five Key Themes and Reasons for Optimism

🕔12:18, 1.Mar 2022

The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region, according to Franklin Templeton Emerging Markets

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Barometer: Kopen tijdens een terugval

Barometer: Kopen tijdens een terugval

🕔16:07, 16.Feb 2022

De vooruitzichten voor aandelen zijn bemoedigend in de nasleep van een sterke sell-off, aangezien de groei van de wereldeconomie zal versnellen onder leiding van China.

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Global House View – Q1 2022

Global House View – Q1 2022

🕔09:14, 15.Feb 2022

Cross asset allocation: Despite a volatile end to the year for markets, 2021 still was marked by strong equity market returns and above-trend economic growth. We expect the pace of growth to moderate in 2022. Central banks have begun removing

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Value creation throughout market cycles

Value creation throughout market cycles

🕔10:52, 4.Feb 2022

UBP’s 30 Global Leaders Equity strategy offers an efficiently diversified exposure to 30 high and stable CFROI® (Cash Flow Return on Investment, source Credit Suisse HOLT) large cap companies. The strategy shows superior and resilient levels of value creation (CFROI®

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Infographic: A snapshot of the world economy in January 2022

Infographic: A snapshot of the world economy in January 2022

🕔09:04, 1.Feb 2022

China will be key to the growth outlook for emerging markets in 2022 …

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Tail Events That Could Shape Markets

Tail Events That Could Shape Markets

🕔14:36, 26.Jan 2022

In the aftermath of the Covid-19 pandemic, the global economy is more unstable than ever. With the global stock of debt at an unprecedented level, it is very difficult to achieve any kind of economic equilibrium. In this article, we

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Holiday Rush

Holiday Rush

🕔13:53, 25.Jan 2022

Global Asset Allocation: The View From Europe  The Federal Reserve turned decisively more hawkish at its December meeting, announcing an acceleration of the pace of tapering, which will now end asset purchases by March, and guided towards a midyear start

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Running out of steam?

Running out of steam?

🕔16:17, 24.Jan 2022

Schroders Equity Lens: Global equities ended the year on a high note, rallying by 6.8% in Q4, as a strong earnings season coupled with a relatively stable interest rate environment supported performance …

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Alternatives under the microscope

Alternatives under the microscope

🕔15:52, 24.Jan 2022

Some alternative assets performed very well in 2021, especially private equity and Bitcoin. But we think 2022 will be very different with less growth but lots of policy tightening. Hence we expect a convergence of returns but still favour cyclical

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