For professional investors only. In this week’s ‘In the know’ newsletter, Kristina Hooper and Arnab Das explore the impact of global economic divergence on investment opportunities. Invesco experts Kevin Egan, Ron Kantowitz, and Paul Triggiani discuss how yields have historically maintained record highs and offer positive relative value. Lastly, Paul Jackson and András Vig anticipate major central bank rate cuts by mid-2025, shaping asset allocation strategies amidst geopolitical uncertainty in our Quarterly Global Asset Allocation Portfolio Outlook for Q3.
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Your Market Analysis for the Week Ahead: https://lnkd.in/eMApZJbd. Explore some of the latest thoughts on global economic and market developments from top asset managers and commentators to get ready for the week ahead. #markets #marketanalysis #economics By... Nuveen, a TIAA company, Office of Financial Research, Amundi, Wellington Management, Robeco, Mawer Investment Management & BNP Paribas Asset Management.
Market Analysis for the Week Ahead
savvyinvestor.net
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Our Private Bank 2024 market outlook is available just in time for those returning from the Australian summer holiday. For investors, the year ahead will be a fine balance between chasing potential equity market gains and protecting capital should the soft-landing fail to materialise. Geopolitics, ‘the election year’, artificial intelligence and growing fiscal concerns mean volatility is a given. However, volatility provides opportunity, and in 2024 we expect tactical positioning to play an increasingly important role across portfolios. You can read more and listen to our Chief Investment Officer, Lakshman Anantakrishnan here.
2024 Global Market Outlook : a fine balance
anz.com.au
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Chief Communications Officer | Director of Communications | Director of Corporate Affairs
Plenty's been written about India's election results, but what's the market's verdict? See abrdn insight on this, and much more, in our weekly round-up...
More insight and analysis from the abrdn team in this week’s news. Here’s a roundup of some of our commentary over the past seven days: 🗣️Rene Buehlmann, abrdn CEO, Investments, spoke to Eve Maddock-Jones in Investment Week on the repositioning of the Investments business. https://lnkd.in/eKMVuMQN 🗣️Ben Ritchie, Head of Developed Markets Equities, was on Bloomberg TV discussing broad market themes. https://lnkd.in/ed9CxN7d 🗣️Thomas Moore, Senior Investment Director, spoke to FT Adviser on the outlook for UK equities. https://lnkd.in/edWiBUFA 🗣️On his regular morning slot with CNBC, Thomas Watts, Investment Analyst, discussed the outlook for equity markets and the importance of the ‘magnificent seven’ after this week’s key economic data. https://ow.ly/NN3J50SbGlw 🗣️Kieran Curtis, Head of Emerging Market Local Currency Debt, is quoted in Reuters on his views as to why the upcoming US election will be key to analysing emerging markets. https://ow.ly/3Vjl50SbCyL 🗣️Also on the election front, Kenneth Akintewe, Head of Asian Sovereign Debt, is picked up with his analysis of the impact of the Indian election results in this piece by Reuters. https://ow.ly/Qzr150SbCzT Stay tuned and remember to follow us for more updates. You can also read more from abrdn on our news and insights hub: https://lnkd.in/eYWJDZD5
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Learn how divergent economic paths, timing of interest rate cuts, and spread dispersion among markets have created potentially compelling opportunities for active investors globally. Learn more → https://bit.ly/3yCMD36
PIMCO Perspectives | Summer of Dispersion | PIMCO
pimco.com
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Our Chief Investment Office has released its Global Market Outlook for 2024. For investors, the year ahead will be a fine balance between chasing potential equity market gains and protecting capital should the soft-landing fail to materialise. Geopolitics, ‘the election year’, artificial intelligence and growing fiscal concerns mean volatility is a given. However, volatility provides opportunity, and in 2024 we expect tactical positioning to play an increasingly important role across portfolios. https://lnkd.in/gaewUuYE #investing #investorinsights #economy2024 #markets #anz #privatebanking
2024 Global Market Outlook : a fine balance
anz.com.au
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Defined Contribution Key Accounts Manager | Collaborator | Strategic Thinker | UCLA Anderson MBA
Learn how divergent economic paths, timing of interest rate cuts, and spread dispersion among markets have created potentially compelling opportunities for active investors globally. Learn more → https://bit.ly/4dBqXDA
PIMCO Perspectives | Summer of Dispersion | PIMCO
pimco.com
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Learn how divergent economic paths, timing of interest rate cuts, and spread dispersion among markets have created potentially compelling opportunities for active investors globally. Learn more → https://bit.ly/3YJE6pW
PIMCO Perspectives | Summer of Dispersion | PIMCO
pimco.com
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Learn how divergent economic paths, timing of interest rate cuts, and spread dispersion among markets have created potentially compelling opportunities for active investors globally. Learn more → https://bit.ly/3X6ceLe
PIMCO Perspectives | Summer of Dispersion | PIMCO
pimco.com
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Investors, are you prepared for the year ahead? With geopolitical tensions, the upcoming election year, and growing fiscal concerns, volatility is expected to be a given. However, volatility also presents opportunity, and in 2024 we expect tactical positioning to play an increasingly important role across portfolios. As we navigate this fine balance between chasing equity market gains and protecting capital, we invite you to read our full report on how to best position your portfolio for the year ahead. #InvestmentStrategy #MarketVolatility #PortfolioManagement
2024 Global Market Outlook : a fine balance
anz.com.au
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Learn how divergent economic paths, timing of interest rate cuts, and spread dispersion among markets have created potentially compelling opportunities for active investors globally. Learn more → https://bit.ly/4dlNcO2
PIMCO Perspectives | Summer of Dispersion | PIMCO
pimco.com
