Forward-Looking Research from September

Using experience to anticipate certain market events…

This collection of insights provides allocators with key analyses on the macroeconomic developments likely to affect markets going forward. From the important role of dividends in delivering attractive returns, to the future of Africa's clean energy infrastructure, below you can find a handpicked compendium of research from global asset managers and institutions.

The Importance Of Stable Dividend Income (S&P Dow Jones Indices)

Dividends play a crucial role in generating long-term returns. This report looks at this by using the latest data from the S&P 500 index.

Climate Change: The Impact For Investors (Impax Asset Management)

Climate change is likely to have long-lasting effects on the economy and financial markets. Investors need to monitor and assess these risks diligently.

Non-Predictive Decision Making: Vulnerabilities vs. Triggers (Mawer IM)

In this engaging podcast, Mawer IM unpacks the essential mental models around investing and managing risk.

Soft Landing? Central Banks Trying To Thread The Needle (Franklin Templeton)

For compliance reasons, this paper is only accessible in the EMEA region

There are several macroeconomic themes which will impact the fate of fixed income investing going forward. These themes are explored in-depth in this report.

Net Zero Investing And Its Impact On A 60-40 Allocation (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

Global warming and the Net Zero transition have far-reaching implications for investors. Embracing a Net Zero path will impact asset allocation.

China: Will The Recovery Continue To Misfire? (UBS AM)

At the start of 2023, investors expected China to help the global economy. However, it is now clear that the Chinese economy is itself in trouble.

Affordable Housing: The Need for Affordability Preservation (Nuveen)

When thinking about the future of the U.S. property market, the affordable housing crisis is at the top of investors' agendas.

Financing Clean Energy in Africa (IEA)

Achieving the region’s energy development and climate goals requires energy investment to more than double from today’s USD 90 billion by 2030.

Converging Trends: A view into the World in 2033 for Infrastructure (KPMG)

With a view to the future, the core idea of this report is to explore key scenarios, opportunities, risks, and challenges for infrastructure investors.