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Think Forward, Pay Forward summary report

Meeting for the first time, attendees at Think Forward, Pay Forward brought the rich conversations of Investor Strategy News (ISN) to life.
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    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
    Japan equity in focus: Amundi

    A recovery in profits, strong incentives from the TSE for companies to improve capital efficiency and a shift out of deflation is boosting a market rerating in Japan.

    Investor Strategy News | 13th Feb 2024 | More
    Are central banks already taking a victory lap?

    Franklin Templeton Fixed Income team believes growth projections for the United States will continue to improve as a “soft landing” becomes the most likely outcome, while other economies may face harsher conditions. 

    Investor Strategy News | 5th Feb 2024 | More