Capital Group | Midyear Outlook 2024: the new reality of investing
2024 so far has been a year of diverging economies, equity market highs and election fever – with far more to come.
Lack of boldness in venture capital is Europe’s ‘costly weakness’
Economists at the International Monetary Fund (IMF) assert that Europeans invest insufficiently in venture capital.
2024 Invesco Global Sovereign Asset Management Study: Get the inside track
Covering 140 official institutions from around the globe, it gives you the inside track on sovereigns' asset allocation intentions, and reveals future trends.
Perspectives Q3/2024
Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the third quarter of 2024.
‘Dancing on the volcano - as long as it lasts’
High valuations and geopolitical risks indicate potential overheating and future uncertainties. Europe, with its heavy dependence on third-party suppliers for essential goods and raw materials, finds itself particularly vulnerable. The pressing question: Can Europe sustain its economic power and prosperity while effectively merging ambitious climate policies with a resilient industrial sector?
PGIM: Confronting risk on the path to outperformance
What do gatekeepers for some of the world’s largest financial firms think about current conditions and how are they investing in response? Read our Gatekeeper Pulse® report for answers from 210 billion-dollar decision-makers in Europe and Asia.
Good news is ‘just’ good news again
We are at a crossroads when it comes to incoming macro data. While it was long hoped for some disappointing figures to give the Federal Reserve the final push to move away from the “higher-for-longer” faith, good news is now “just” good news again.
Emerging Markets Insights: Diverging growth trajectories
Emerging market equities continue to show resilience despite bouts of market volatility tied to elections and other factors. Get the latest insights and market outlook from Franklin Templeton Emerging Markets Equity.
RBC BlueBay: Weekly macro insight
Weekly macro commentary from BlueBay Chief Investment Officer, Mark Dowding
Fund Radar: Currency effects drive returns in EM debt
Emerging market debt investors believe that the overvaluation of the US dollar is at relatively extreme levels, while growth in emerging markets is higher than in more developed markets.