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Investor Strategy News

Investor Strategy News results

2024 Capital Market assumptions: scenarios and asset return forecasts for the next decade by Amundi

The next decade could see higher growth and lower inflation, partly due to AI adoption’s productivity gains, according to Amundi’s latest investment forecast.

Investor Strategy News | 19th Apr 2024 | More
INSight #332 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on how investors perceive emerging markets.

Investor Strategy News | 2nd Apr 2024 | More
INSight #331 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on how important China is to emerging markets.

Investor Strategy News | 29th Mar 2024 | More
INSight #330 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.

Investor Strategy News | 27th Mar 2024 | More
INSight #329 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what drives emerging markets.

Investor Strategy News | 22nd Mar 2024 | More
  • IN60 with Varun Laijawalla from Ninety One

    Varun Laijawalla from Ninety One speaks to James Dunn from The Inside Network for our IN60 series.

    Investor Strategy News | 20th Mar 2024 | More
    The emerging markets opportunity: INDepth with Varun Laijawalla from Ninety One

    Varun Laijawalla from Ninety One goes in-depth with James Dunn from The Inside Network on the emerging markets opportunity.

    Investor Strategy News | 15th Mar 2024 | More
    ‘Something new under the sun’: Ruffer releases its 2024 review

    The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour” of forecasting. Also discussed are the technological developments that have shaped markets, and the political-economic ecosystem.

    Investor Strategy News | 13th Mar 2024 | More
    Key Convictions 1Q24: Western Asset

    We believe that the ongoing disinflation process, combined with moderate global growth and the potential for central banks to ease monetary policy, presents a favorable backdrop for fixed-income markets. This summary is intended to aggregate the firm’s current overall views and present an at-a-glance dashboard.

    Investor Strategy News | 5th Mar 2024 | More
    Global fixed income allocations already include EM debt –why allocate separately?

    The most widely followed global fixed income index includes emerging markets, but asset allocators looking to get full and meaningful exposure to the structural opportunity may need something different. The mighty ‘Global Agg’ Over the 50 years since they were conceived, Bloomberg’s Fixed Income Indices have grown to become a dominant force in fixed income…

    Investor Strategy News | 23rd Feb 2024 | More
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