Back to homepage

Tag "trends"

ESG Megatrends: Climate Change

ESG Megatrends: Climate Change

🕔13:17, 17.Jun 2022

Understanding the potential impact of climate change and the interaction between different stakeholders, initiatives, metrics, and tools presents challenges. There is a growing need for investors to understand the risks, opportunities and the impact on investment portfolios that come with

Read Full Article
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

Read Full Article
The Great Instability: Mega Trends for the 21st Century

The Great Instability: Mega Trends for the 21st Century

🕔10:55, 31.Mar 2022

In wealthier countries, at least, there is now a sense that we have turned a corner in the pandemic. But what awaits us on the other side? Will central bank and government responses to the crisis prove to have been

Read Full Article
7 ESG trends driving the investment agenda

7 ESG trends driving the investment agenda

🕔09:34, 11.Mar 2022

The pandemic might have slowed global growth, but momentum around ESG investing continues to gather pace – and 2022 is undoubtedly going to be another busy year. Explore the issues and trends that we predict will define ESG investing this

Read Full Article
Themes and Opportunities 2022 – Metamorphosis

Themes and Opportunities 2022 – Metamorphosis

🕔14:15, 20.Jan 2022

Substantial and profound changes are rapidly reshaping the world as we know it, with significant implications for investors. This vibrant reimaging can be encapsulated in a single word: metamorphosis. Investors cannot just think about the here and now; they must

Read Full Article
The Big Book of Trends & Thematic Investing

The Big Book of Trends & Thematic Investing

🕔13:03, 15.Jan 2022

For hundreds of millions of people, March 2020 was a watershed. Within days, the Covid19 pandemic had triggered powerful shockwaves across the world. Entire populations were put under strict lockdown measures almost overnight. Planes were grounded; and restaurants, museums and

Read Full Article

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

Read Full Article
Four major trends in China to keep an eye on in the future

Four major trends in China to keep an eye on in the future

🕔10:15, 30.Jun 2021

Why invest in Chinese equities, especially those of China’s ‘new economy’? Haiyan Li-Labbé: Firstly, China is the second largest financial market in the world, and Chinese stocks are attractively priced. Now valued at over $14 trillion, Chinese equities should continue

Read Full Article
Video: Capital Ideas Talks with Martyn Hole

Video: Capital Ideas Talks with Martyn Hole

🕔16:37, 11.Feb 2021

Capital Ideas Talks with Martyn Hole Investment Director, Martyn Hole, shares his view on the outlook for equity markets. He explains why the backdrop is broadly supportive of equity valuations, considers the prospects for different sectors, examines how events of

Read Full Article
The Shifting Role of Bonds

The Shifting Role of Bonds

🕔08:02, 11.Aug 2020

State Street Associates | Current Trends In its simplest form, asset allocation might be viewed as the choice between stocks, bonds, and cash. Stocks offer an engine for growth. Cash provides safety. The role of bonds, however …

Read Full Article
Supertrends. Pushing for change.

Supertrends. Pushing for change.

🕔15:10, 31.Jul 2020

Our normal way of life has ground to a halt because of the coronavirus disease (COVID-19) pandemic. This also holds true for the economy, as governments have shut down economies to contain the spread of COVID-19 and help their health

Read Full Article
Keep Calm and Carry On

Keep Calm and Carry On

🕔08:04, 14.May 2020

Insights – Global Macro Trends Every crisis has its human element, and how everyone responds to the problem at hand is usually what is most remembered. In 1939, on the verge of World War II, for example, the British government

Read Full Article
Global Macro Outlook

Global Macro Outlook

🕔11:47, 21.Apr 2020

April 2020  KEY FORECAST TRENDS As economic lockdowns spread across the world, the global economy faces a nearterm hit which is likely to dwarf that seen during the global financial crisis (GFC). But this downturn is not the result of

Read Full Article
2020 ESG trends to watch

2020 ESG trends to watch

🕔16:51, 24.Feb 2020

Climate change innovators: spotting the sleeping giants Solving the climate crisis is likely to take innovative technology, scalable deployment and a bit of luck. Many envision climate saviors coming in the form of plucky startups. But alternative data is hinting

Read Full Article
Quarterly Analysis Manager Intelligence and Market Trends November 2019

Quarterly Analysis Manager Intelligence and Market Trends November 2019

🕔11:54, 13.Nov 2019

bfinance is an award-winning specialist consultant that provides investment implementation advice to pension funds and other institutional investors around the globe. Founded in 1999, the London-headquartered firm has conducted engagements for more than 340 clients in 35 countries and now

Read Full Article
A research study looking at structural shifts in the global economy and how they affect our investment thinking

A research study looking at structural shifts in the global economy and how they affect our investment thinking

🕔17:39, 30.Aug 2019

Megatrends A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings. Most major economies are undergoing powerful shifts in their demographic profiles, while resource scarcity and climate change are coming under

Read Full Article
Megatrends The forces shaping our future

Megatrends The forces shaping our future

🕔17:42, 9.Aug 2019

A research study looking at structural shifts in the global economy and how they affect our investment thinking. A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings. Most major economies

Read Full Article
2019 ESG trends to watch

2019 ESG trends to watch

🕔17:03, 30.Jan 2019

Trade wars.1 Technological disruption.2 Political dysfunction.3 Rising volatility4 and vulnerability.5 The beginning of 2019 has already been described in a multitude of ways, but the overarching themes coming forth tend to follow a clear narrative: The bull market may be

Read Full Article
Industry Top Trends 2019

Industry Top Trends 2019

🕔13:03, 23.Jan 2019

To communicate our credit views on rated companies and industries, we have recently published 23 Industry Top Trends reports for corporate and infrastructure industries globally. This publication brings those reports together in a single volume and is the fourth annual

Read Full Article
Five Trends To Watch In 2019

Five Trends To Watch In 2019

🕔15:02, 7.Dec 2018

Which cyclical and structural trends will drive markets in 2019? Barings’ teams across public and private markets weigh in.

Read Full Article
Een verkenning van trends en risico’s op de financiële markten

Een verkenning van trends en risico’s op de financiële markten

🕔14:33, 1.Nov 2018

Trendzicht 2019 In AFM Trendzicht signaleert de AFM belangrijke trends en bijbehorende risico’s in de financiële sector. Het vroegtijdig signaleren en begrijpen van veranderingen in de sector draagt bij aan een effectieve, vooruitblikkende en preventieve toezichtaanpak. In deze eerste editie

Read Full Article
China: A Visit to the Epicenter

China: A Visit to the Epicenter

🕔15:02, 8.Aug 2018

Global Macro trends A recent trip to China again reminded my colleague Frances Lim and me why so many investors now consider China the ‘epicenter’ of global macro trends. In addition to accounting for nearly one-third of the global growth,

Read Full Article
Four investing paradigms for an era of regime shifts

Four investing paradigms for an era of regime shifts

🕔09:12, 11.Jul 2018

KEY QUESTIONS FOR INVESTORS What are the disruptive trends currently reshaping the economic landscape? What could be some possible long-term scenarios for the economy and financial markets? How should investors rethink their investment strategies?

Read Full Article
Emerging Trends in Real Estate

Emerging Trends in Real Estate

🕔13:02, 11.Apr 2018

Real estate has rewarded investors with strong returns in a world of falling interest rates and established business models. The positive outlook for the global economy is an encouraging sign that the rewards will continue for some time to come.

Read Full Article
Diverging Paths

Diverging Paths

🕔13:02, 14.Mar 2018

As we position our portfolio for the later stages of the economic recovery, we are further tilting our asset allocation targets to take advantage of the many compelling opportunities we see abroad. To be sure, we believe that the opportunity

Read Full Article
Responding to megatrends

Responding to megatrends

🕔01:03, 7.Mar 2018

Megatrends are defined as global, macro forces that will transform business, the marketplaces that they operate in, and society. The individual sub-trends are ranked by composite score based on the severity of impact added to the ease of management. The

Read Full Article
The Business Cycle – the EKG of trend following

The Business Cycle – the EKG of trend following

🕔15:02, 10.May 2017

RPM Educational Key point: The largest sub-group within the CTA universe is trend following. As the name suggests – trend following relies on trends to generate returns. How long, strong, or sustainable these trends need to be in order to

Read Full Article

SEARCH