Deeper Thought

Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.

US political shifts are set to shape market sentiment, with Amundi predicting significant moves in equities, emerging markets and inflation as tax and policy changes take effect.”.

It’s all about confidence, says leading European asset manager Amundi, which expects multi-speed growth in the second half of 2024 marked by slow and uneven disinflationary trends and diverging dynamics.

Volatility from regulatory action and climate change is creating buying opportunities for U.K. water utilities, according to ClearBridge Investments.

Emerging markets are now outpacing developed nations in growth and credit quality, but Franklin Templeton’s fixed income team says investors should conduct thorough risk assessments for these promising opportunities.

2024 presents a strong market for private equity buyers according to Lexington Investment’s research team, with global secondary transaction volume hitting a record high on LP liquidity needs and GP-led deals.

For investors contending with changing risk and return dynamics, regulated utilities stand out as a stable choice amid sectoral uncertainty according to Nick Langley, senior portfolio manager at ClearBridge Investments.

Citing signals of economic transition and diversified benefits, Amundi recommends a significant portfolio allocation to gold following its +30 per cent surge since 2023.

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.

The Franklin Templeton Fixed Income Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea). Each central bank is scored on three parameters: Inflation Outlook Perception, Quantitative Easing/Liquidity Management Programs, and Interest Rate Forward Guidance. The report also provides…

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.

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.