Our fixed income outlook for the year ahead reflects a continued favorable stance on sovereign bonds. Read more on the factors shaping the landscape in 2025. December 4, 20248 min read Our evolving geopolitical outlook reflects the slow-moving fragmentation that highlights technological advantage and ...
We are pleased to present SLC Management’s investment outlook for 2023. This report reflects the diverse viewpoints of our investment teams and solutions providers, with analyses of public and private fixed income, real estate, infrastructure, insurance
Fixed Income Outlook: Phase Transition While some aspects of fixed income markets have changed since the start of the year, much remains the same. Overall, bonds retain their place on center stage with impressive yields, abating (slowly) inflation, and a strong but slowing economy that has con...
Rick Rieder, Chief Investment Officer of Global Fixed Income, has been awarded the 2023 Morningstar Award for Investing Excellence, Outstanding Portfolio Manager. Rick Rieder’s consistent approach to managing strategies likeStrategic Income Opportunities,Total Return,Global Allocationand more have helped ...
Income allocation remains attractive Our Income allocation has delivered positive returns of 1.3% outlook to date. Our heavy tilt to fixed income assets account for the bulk of the YTD returns. This was, however, offset by the drags from non-core income as well as global dividend-paying ...
2024 Outlooks Big Picture Caron’s Corner Global Equity Observer Global Fixed Income Bulletin Global Multi-Asset Viewpoint Slimmon's TAKE Tales From the Emerging World Calvert Insights Fixed Income and Equity Focused Insights EDGE Tales From the Emerging World Slimmon's TAKE Ent...
Income opportunities Although the outlook for dividends will not be universally positive if growth slows, there should be investment opportunities, particularly among companies with such strong market positions that they have the ability to raise prices in excess of rising costs, or the ability to rai...
Performance has been normalized, or set to 0, as of the last trading day of 2023. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Past performance is no guarantee of future results. In our 2024 Global Outlook we noted that emerg...
Investors may find themselves a bit whiplashed in 2023 as inflation and some of this year’s other dominant market trends fully reverse themselves, according to the 2023 Strategy Outlook from Morgan Stanley Research. “For markets, this presents a very different backdrop than 2022, which was mar...
Private equity is projected to yield high absolute returns. While high financing costs and still ample dry powder may be detrimental, underperformance of small- and mid-cap stocks in 2023 allows lower entry multiples for firms focussed on taking public companies private. ...