Investment research on the markets outlook, covering the global economy and all major asset classes. Most articles in this section naturally cover the short-term (e.g. 3-12 month) outlook for economies and markets. However, the most downloaded research tends to be white papers which are educational, theoretical or long-term - more "evergreen" in nature. For instance BofAML's Transforming World Atlas looks at the global allocation of resources, while a Society of Actuaries paper surveys the literature on the impact of...
baby boomer retirements on future equity prices. Also popular are papers which forecast long-term investment returns over a five or ten-year time horizon. Some papers taken an even longer perspective, looking back on hundreds of year of data to draw conclusions, perhaps about commodity supercycles or long-term interest rates. These academic studies on the nature of investment markets are illuminating, and serve to complement the shorter-term perspective addressed in most investment research. In terms of the regular investment reports, the most viewed papers include the JP Morgan Guide to the Markets, the Goldman Sachs Global Equity Outlook and Standard Life's Global Outlook. To filter these papers by market interest (e.g. global economics, strategy, fixed income etc) please make the appropriate selection from the main menu.
The coronavirus pandemic of 2020/21 may have fundamentally altered the relationship between workers and their office environments. For the first time in recorded history, a devastating virus forced countries across the globe to mandate lockdowns. Entire working populations had to remain at home, and in many cases businesses…
Content that Converts: Engaging and influencing institutional investors
The latest report from Savvy Insights provides asset management marketing and client-facing teams with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors. Check out the 10 Content…
The key theme of this year’s report, the ‘S’ pillar of ESG (environmental, social and governance) investing, is highly pertinent. As politicians and policy makers across the world aim to ‘build back better’, Create-Research and DWS believe they need to take the time to fully understand the social part of ESG.
Market observers are expecting global growth to accelerate in the second half of 2021, with a number of economies pursuing expansionary fiscal and monetary policies in order to support their recovery. Emerging markets in particular are expected to benefit from the massive U.S. fiscal stimulus package being put together by…
The pandemic’s arc and its impact on political and policy developments are resetting expectations and will continue to define the investment landscape. The interplay of these three critical fronts – the pandemic, politics, and policy – will have implications for portfolio allocations extending far beyond the coming year,…
Out of a crisis comes opportunity, and the worst of the crisis has passed. The last few months have suggested that 2021 may be a significantly better year for the global economy and real estate markets as compared to 2020. In PGIM Real Estate’s Global Outlook, the firm illustrates why they are optimistic, and identifies the…
Today’s emerging markets (EM) are vastly different from what they were just a decade ago. What’s more, some EM-based technology companies have emerged as global market share leaders or close rivals to developed-market peers. In Manulife's view, an actively managed investment approach is best suited to navigating this…
Investors have a bond problem. Every crisis brings new lows in government bond yields and predictions of the end of bonds as an asset class. Investors are now questioning the logic of hedging expensive equities with expensive bonds, but is there really a viable alternative?
Overall, real assets have weathered the volatility of 2020 reasonably well. Investors continue to turn to real assets to help them achieve their investment goals and objectives – whether for income generation, capital growth, liability matching, or portfolio diversification. That said, making an allocation to real assets…
2020 was the year of the pandemic, instant recession, and US election drama, while UBS AM think 2021 is poised to be the year of vaccines and a more durable, comprehensive economic reopening. Dive inside their Panorama report to see what their attention is focused on for 2021.
The recovery from COVID-19 in Asia is a story of two tales. Most Northern Asian markets have now recouped initial losses incurred in early 2020, while less-developed Asian countries continue to suffer as they struggle to contain the virus. But although it’s hard to escape headlines and concerns about the longer-term impact…
In recent years, global equities had slightly outpaced market forecasts for lower equity returns. Then the COVID-19 pandemic hit the global economy, putting an end to the 10- year bull market. Equity markets have now started to recover, but the pandemic introduced and exacerbated challenges that we expect to subdue financial…
The world changed in March 2020. Almost overnight, the COVID-19 pandemic strained health care systems to the breaking point, put much of the global economy on an indefinite hiatus and radically reshaped societal norms and interactions. For businesses everywhere, these events are undermining established assumptions while…
At Capital Group, they know that most investors are focused on their long-term goals, like funding their retirement and their childrens’ education. And yet it’s rare to see investment perspective that considers anything beyond the next year or two. That’s why they want to look ahead to 2030 to highlight 10 of the most…
The BlackRock global family office survey report combines data aggregated from an extensive online survey completed by 185 family offices globally as well as in-depth interviews with 20 family offices. Explore BlackRock's insights around market outlook, asset allocation and sustainable investing.
Welcome to EQuilibrium — this new, annual global research from Nuveen explores the drivers of investor behavior and their impact on people, portfolios and problem-solving, with a particular focus on alternatives, responsible investing and the human side of asset management. Nuveen also looks at the beliefs, mindsets and…
The progress that sustainable investment has made in recent years has been stunning. It has gone from a niche investment style to a mainstream multi-trillion dollar industry. The rise of sustainability has produced some stunning statistics of its own – from wind turbines the size of skyscrapers to plans to create a Great…
In PGIM’s new Megatrends paper, they propose an actionable climate-change agenda that addresses both hidden portfolio vulnerabilities and potential opportunities in the transition to a lower-carbon world. PGIM's research draws on the insights of more than 40 PGIM investment professionals, 30 leading policymakers, scientists…
Wellington Management's 2021 Investment Outlook Hub, updated to now include all 6 of their 2021 Outlook papers collated into one place.
Papers feature a wide range of asset classes including both mainstream (Economic, Fixed Interest and Equities) and those more specialist areas of investing, including ESG and…
