Global nominal GDP has slowed significantly since late 2017 but recent stronger money trends suggest a reacceleration during 2020.
Why medium-term inflation risks are rising
Market GPS: Corporate Debt and the Need for Alternatives in 2020
The end of the corporate debt boom could spell trouble for equities and create demand for alternatives that offer diverse sources of returns.
Property equities: showing resilience amid market uncertainty
In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.
A Sharper Focus for 2020: Doing Well by Doing Good SG
In the face of worsening natural resource constraints, we believe investors could benefit by looking for companies focused on the circular economy.
Updated Life Expectancy Tables Would Have Minimal Impact on Minimum Distributions
To account for longer life expectancies, new regulation aims to lower required minimum distributions from retirement accounts. Here’s what to expect.
Market GPS: Can Equities Deliver More Gains?
At face value, stocks do not look cheap heading into 2020. But low interest rates and a market rotation could help support the asset class.
Market GPS: Investment Themes to Watch in 2020
In our Market GPS: Investment Outlook 2020, our asset class heads provide their views on investment themes to watch in the year ahead.
Property equities: showing resilience amid market uncertainty
In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.
Artificial Intelligence Borrowing from the Software as a Service Playbook
Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.
Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.