Market Forces: Where to Invest in a Changing World?

 

The Forces Driving Markets in the Short- and Long-term

Market participants, from large institutional investors to nimble hedge funds, are operating in a fast-changing economic and financial system. Allocators are facing an inflationary environment, market volatility and tighter monetary policy across major markets. However, alongside these headwinds there are also opportunities for investors willing to do their research and allocate capital smartly. Savvy's collection of research pieces and outlook papers provides detailed explanations of how markets got to this point and where investors can look for returns going forward.

Perspectives on the Forces Shaping Markets Today (Lazard AM, Jun 2022)

Financial markets are shaped by a myriad of forces: some are transitory and last only months, while others are structural, affecting the markets for much longer periods.

Global Investment Outlook: Summer 2022 (RBC GAM)

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The global economy and markets are facing a growing number of headwinds. However, investors can still find attractive opportunities if they navigate these risks effectively.

Midyear Outlook 2022 (Capital Group)

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Financial markets are going through significant changes: geopolitical realignment, high inflation, and volatile financial markets. What does that mean for investors?

Global Macro Research: Modelling U.S. inflation (Insight Investment, Mar 2022)

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The forces that feed into an inflationary environment are not always easy to spot. Modelling may help isolate some of the factors that contribute to inflation.

The New Inflation Regime (BlackRock, Jun 2022)

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Economists and market analysts have shifted their view on inflation. This means asset allocation decisions are likely to change going forward.

Video: Green the portfolio or green the planet? (MFS, Jun 2022)

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ESG investing will remain an important factor altering financial markets for years to come. How should investors incorporate this approach to allocating capital?

Transitioning to a New Paradigm (T. Rowe Price, Jun 2022)

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To tackle inflation, major central banks are raising interest rates, which is unlikely to stop any time soon. This paper looks at ways to navigate this new reality.

Global Macro Trends: Growth amid monetary tightening (SSGA | SPDR, Jun 2022)

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Monetary tightening is reducing liquidity in the economy and is slowing growth. By how much remains to be seen, but the risks are on the downside.

Webinar: War, energy markets, and the road to stagflation? (PGIM, May 2022)

PGIM experts share their outlook for investors in the face of war, inflation, central bank intervention and energy costs. It's not pretty.

Podcast: Global macro outlook with Julian Brigden (Real Vision, Jun 2022)

Real Vision presents a podcast covering all things macro: global inflation, the equity risk premium and how to make sense of the current turbulent times.

Video: The Kondratieff wave today (Foundation for the Study of Cycles, 2022)

David Murrin, a former investment banker at JP Morgan, discusses the long-term impact of wars and a changing world order on investments.