2024 has opened on a strong note. Since we published our Outlook 2024, our growth-oriented foundation allocation has risen over 4.0%. Much of the gains have been driven by equities (global equities up about 6.5% over the same period), with our preferred markets, the US (up almost 8.1%)...
Global Market Outlook Passing Showers We believe the equity market pullback and the rise in bond yields have created an opportunity to add exposure to diversified Foundation allocations. Higher-than-expected US inflation has been a key market concern, but most scenarios point to temporary weakness ...
31 May 2024 Lori M. Heinel, CFA Executive Vice President, Global Chief Investment Officer Share Download Print Since we published our Global Market Outlook (GMO) in December 2023, risk assets have remained resilient in the face of increased uncertainty, powering ahead despite stickier-than...
31 May 2024 Lori M. Heinel, CFA Executive Vice President, Global Chief Investment Officer Share Download Print Since we published our Global Market Outlook (GMO) in December 2023, risk assets have remained resilient in the face of increased uncertainty, powering ahead despite stickier-than...
Weekly Market Outlook – Small Cracks Showing, But Don’t Panic YetPosted by jbrumley on March 16, 2024 12:52 AMPRINT Stocks suffered another loss last week… albeit a small one. And, depending the index, no serious damage was done. Moreover, in the one case where a key floor did ...
1Q 2024 Global PV Market OutlookMarch 4, 2024 By Jenny Chase, Solar, BloombergNEF The photovoltaic industry added about 444 gigawatts of new capacity in 2023, a 76% growth on 2022 build. Prices of solar modules are at record lows, and supply of components is plentiful. End-user markets ...
Global market pulp outlook: Key pulp price drivers to watch in 2023 and 2024 A detailed look at pulp demand, inventory, mill downtime, production costs and other key market drivers in the pulp market in this mid-year review July 20, 2023 ...
Arend Kapteyn: So the bit that we're most excited about in terms of our outlook, when we look at the equity market is really the tech sector. The tech sector is now historically cheap compared to the rest of emerging markets, and certainly compared to developed markets. And what's intere...
Arend Kapteyn: So the bit that we're most excited about in terms of our outlook, when we look at the equity market is really the tech sector. The tech sector is now historically cheap compared to the rest of emerging markets, and certainly compared to developed markets. And what's intere...
Historical Period2019-2024 Forecast Period2025-2033 UnitsMillion Tons Scope of the ReportExploration of Historical Trends and Market Outlook, Industry Catalysts and Challenges, Segment-Wise Historical and Future Market Assessment: Product Type Form ...