There are 20 item(s) tagged with the keyword "investment outlook".
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Real estate investors have been left battered and bruised by interest-rate rises. Craig Wright reckons he can finally see light at the end of the tunnel, as valuations look attractive, ESG drives tenant demand and opportunities emerge for investors to offer property loans.
Jim Cielinski believes 2023 should bring relief on rates as central bankers recognise their servings of policy tightening are dampening inflation but the corporate outlook is set to be more challenged.
Discover the key themes set to drive markets and the investment implications. We have also included the asset class views and investment implications for Q2 2022.
The coronavirus outbreak which originated in China has brought to a halt the positive market momentum we were seeing going into 2020. This outbreak is obviously concerning, reminiscent of SARS in 2002/03 and MERS in 2015, but this time the Chinese authorities have been swifter and more proactive in their response, even declaring the sort of quarantine only China can realistically engineer.
Unresolved issues prolong uncertainty across the globe.
Fidelity's quarterly investment outlook provides a representative summary of the views of our investment teams across asset classes. The global economy has been slowing throughout 2018 and our proprietary leading indicator is signalling this will continue.
Our regular analysis of global market movements and investment trends. Insights from iShares by BlackRock, the world’s leading ETF provider.
UK weekly commentary from BlackRock covering week highlights, what we’re thinking about the markets and what your clients may be asking this week.
Rising macro uncertainty, higher interest rates and a strengthening US dollar have led to a modest tightening of global financial conditions. This has laid bare vulnerabilities that had, until recently, been masked by plentiful global liquidity.
We see strong US growth extending positive spillover effects to the rest of the world, sustaining the global economic expansion. Yet the range of possibilities for the economic outlook has widened. On the downside: trade war and overheating risks. On the upside: US stimulus-fuelled surprises. This greater uncertainty − along with rising interest rates − has contributed to tightening financial conditions and argues for building greater resilience into portfolios.
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