Outlook 2024: New golden age looms for bonds
Fixed income markets are moving out of the doldrums encouraged by the medium-term prospect of declining interest rates. Despite persistent macro-economic challenges, a new golden age could loom for bonds, one CIO argues. Investment officers and fixed income strategists that spoke to Investment Officer agree, but all underline the need to be picky.
Invesco’s Hooper: European equities deserve more interest
Kristina Hooper, chief strategist at Invesco, understands that the endless debating about interest rates seems a bit excessive, “but back in the day, investors had to guess what was going to happen to interest rates by looking at the thickness of Alan Greenspan’s briefcase”.
Luxembourg among most-expensive fund domiciles
Luxembourg last year remained among the most expensive domiciles for investment funds in Europe in all three investment categories, according to a research report released on Monday by the European Securities and Markets Authority, Esma.
Outlook 2024: ‘Magnificent Seven’ will break up
The dominance of the “Magnificent Seven” will diminish in 2024, leading to a more broadly oriented equity market next year. This is the expectation of equity experts. “There will no longer be seven next year,” they predict. On other themes, opinions are divided.
Schroders Outlook 2024: Private assets in the age of the 3D Reset
Schroders Outlook 2024: Private assets in the age of the 3D Reset
PGIM Investments: Taking decarbonisation in a new direction
Reaching a low-carbon economy with high living standards depends heavily on the diverse array of companies helping avoid emissions in the first place, says Jennison Associates Client Portfolio Manager Raj Shant.
UK rules for overseas funds still require ironing out
UK financial regulator the Financial Conduct Authority has announced plans to introduce a new overseas fund regime in April 2024. The FCA has also said it will hold a consultation in advance of the new system taking effect.
Earnings recessions averted?
A major hazard for investors is becoming too entrenched in their beliefs, especially when evidence suggests a different narrative. While the idea of a “soft landing” may seem overly optimistic, it’s undeniable that some bastions of investment remain resilient, as evidenced by sustained corporate profits.
Mismatch
Luxembourg funds seen as growth engine at Goldman
Goldman Sachs Asset Management wants to use more engagement to encourage companies, institutions and governments to improve sustainability reporting. “Especially on the fixed-income side, there is still a lot of room for improvement in terms of data quality and disclosure,” said Edith Siermann, chief investment officer of Goldman Sachs Asset Management b.v.
EM Equity Outlook report 2024
We are pleased to share with you our RBC Emerging Markets Equity Outlook for 2024.