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Additional perspectives on the rest of 2023 Last week we provided allocators with the first selection of outlooks for the rest of 2023. Investors can find below more in-depth research from global asset managers on what the next few months may have in store for them. This collection of outlooks covers private markets, global equities, […]

By: David Brannon,  Head of Research | 27 Jun 2023 Updated 28 Jun 2023 Food for Thought From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose. But with the global food system representing just 10% of global GDP, why should institutional investors care? PGIM believes understanding and navigating

Insights into the next chapter for economies and markets This collection of insights provides investors with some of the most interesting forward-looking research which we have read this month. Below you can find timely analysis on digital innovation, trend-following, the equity risk premium, and more. All these topics fit into the current macroeconomic puzzle which

The pick of June’s top content So far this year we’ve seen a host of challenges hit many areas of financial markets, including sticky inflation and the pace of central bank responses, scares in the U.S. regional banking sector, and the repricing of real assets. Alongside this, investors continue to grapple with questions regarding technological

Credit markets in a tight spot – again After the Global Financial Crisis, central banks were the only game in town. They remained so for…well, they still are. Whatever the major central banks decide to do impacts all asset classes. As monetary policy begins to diverge between key economies, investors (especially in the credit space)

Opportunities for climate impact Forests and farmland are increasingly recognised as economic and scalable climate solutions. The rapid increase in corporate and investor net-zero commitments have led to new opportunities to manage timberland and agriculture for carbon value. As the world’s largest natural capital investment manager, Manulife IM believes they’re uniquely positioned to accelerate the use

Recession risks are growing – what next? The global economy remains under the omen of recession. Growth has been patchy at best in recent months. Some policymakers are starting to see this worrying picture more clearly. However, until policy comes in to boost growth and economic activity normalises itself, what can investors do to profit from

By: Gary Adams,  Senior Investment Content Specialist | 06 Jul 2023 Updated 03 Aug 2023 Finding long-term opportunities in a quickly shifting world The world is changing quickly – but not in the way that many people think. Instead of deglobalization, a new form of globalization is emerging, and with it a host of new

A look into family offices, SWFs, and endowments While it may be tempting to focus solely on financial markets and economies, understanding the institutional investing landscape is equally important. We recently covered the pensions industry. In this collection we focus on family offices, sovereign wealth funds, and endowments – all crucial sources of capital for

Zig-Zag: The Path Forward? This latest collection of market and economic outlooks from leading asset managers provides investors with the necessary insights to make efficient capital allocation decision and reposition their portfolios. The general sentiment which characterises the pieces below is that of uncertainty: the direction of the global economy remains under a big question