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Forward-Looking Research from November

  • ,  Senior Investment Writer |
  • 27 Nov 2023

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Where can investors find new opportunities?

Forward looking perspectives do not always have to come in an Outlook-themed format. In this set of recently curated content, investors can still find views on the prospects for markets and economies tucked into more nuanced papers. Subject matter includes ESG regulation, artificial intelligence, EM debt, and the changing macroeconomic picture.

China's Economy: Can Growth Be Revived Before Is Too Late? (Macrobond)

If the Chinese economy does not find a way out of its current predicament, the world's growth will likely suffer. Here is what investors need to know going forward.

Emerging Market Debt: Fresh Thinking On An Evolving Asset Class (MacKay Shields)

Emerging market debt is evolving. There are new risks, and new opportunities. Looking ahead, what should allocators expect from this asset class?

Impact Measurement And Reporting: An Insurer's Perspective (Nuveen)

Insurers play a critical role in both the broader economy and financial markets. How should investors think about the non-financial impact of insurers?

Is Buy-Out The Only Option For DB Pension Schemes? (M&G Investments)

For compliance reasons, this paper is only accessible in certain geographies

Beneficiaries of defined benefit pension schemes have seen a rapid turnaround in their fortunes, as they have moved into surplus amid rising interest rates. Will this trend last?

Global Outlook: Q4 Update (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

Markets are under a new regime. Bonds, equities, and other asset classes are still adjusting. Where can investors seek the right opportunities?

AI: A Long-term Perspective (Baillie Gifford)

Artificial Intelligence: hype or not? This is the question that allocators must answer. Whatever the answer, however, AI will impact the future in massive ways.

Navigating The Murky Waters Of Scope 3 Emissions Is Crucial (Robeco)

New ESG regulation: does it add to the confusion surrounding this topic or does it make it clearer for allocators how to invest in ESG-focused products and assets?

The Visionary CEO’s Guide to Sustainability (Bain & Company)

What can leaders do to successfully navigate the fast-changing world? Here are a few answers to help CEOs and CIOs succeed in the months and years ahead.