Equities vs Credit, Emerging Markets, Metals and More!
This compendium brings together forecasts from some of the world's most authoritative voices on the global economy, economic sectors and asset classes. In order to help investors navigate the current uncertain terrain, the IMF and KPMG provide detailed insights into how the world's economy may develop. RBC Global Asset Management focuses on emerging markets, which they believe offer an intriguing array of potential risks and rewards. In terms of asset classes, we present pieces on why low duration credit may outperform equities this year, what role the European metal markets will play in the transition to clean energy, what insurance managers may find attractive in a multi-asset context, and which hedge fund strategies are likely to perform well in the current market environment.
Not all hedge fund strategies are equal in fulfilling investors' portfolio demands. Man Group, however, remains bullish on what the future holds for quantitative strategies, convertible arbitrage, and global macro.
For compliance reasons, this paper is only accessible in the United States and Canada
Compared to richer countries, developing markets continue to struggle to recover from the coronavirus pandemic. However, there are wide discrepancies between regions. RBC GAM offers its perspective on where emerging markets are likely to go from here.
For compliance reasons, this paper is only accessible in the United States
Insight Investment’s key investment call for 2022 is for lower duration areas of credit to enjoy a far stronger year relative to what stocks experienced in 2021 in terms of performance. The piece offers several reasons for why this may be the case.
The current year started with plenty of added volatility to financial markets which was made worse by the intensifying war in Ukraine. Wellington Management provides its insights for insurance managers of how the new set of challenges may be successfully navigated.
Metals remain a core economic resource and asset class for many investors. However, as Europe struggles to tackle climate change, new regulations and ways of allocating capital will emerge. What does the future hold for metals?
The U.S. Energy Information Administration, or EIA, provides monthly detailed reports on the outlook for energy markets. Given the disruptions caused by the war in Ukraine, this report is timely and important for asset allocators in the sector.
The global economy is facing a growing list of headwinds which include supply chain issues and potential shortages in natural gas, metals, and grains, among others. Geopolitical tensions and climate change add extra layers of risk to investors' considerations.
The war in Ukraine has impacted all areas of the economy and financial markets: fuel, food and other necessities are going up in price. Consumers are facing a tougher economic environment, and this may soon be reflected in financial asset price performance.