Forward-Looking Research from July
Look ahead, spot the opportunities
In this month's edition of "Forward-Looking Research", investors can read some of the latest outlooks for the remainder of the year, as well as some of the best analysis on renewable energy. Moreover, we encourage allocators to check out the Special Report entitled "Solutions for a New Market Order", which focuses on equity mandates in today's fast-changing world.
Grow The Pie: Finding A Win-Win For Investors And Society (MFS)
For compliance reasons, this paper is only accessible in certain geographies
This article and linked podcast describes how to shift away from a 'fixed pie' mentality when analysing the value a company creates in terms of profits to investors and value to society.
Green Hydrogen - The Energy of the Future (BNP Paribas AM)
Support from the private sector, a growing list of legislative initiatives and many countries’ net zero commitments are all providing support for green hydrogen.
2023 Midyear Outlook Report (Capital Group)
For compliance reasons, this paper is only accessible in certain geographies
This paper argues that it’s more important than ever to look for opportunities on a global scale, but to also keep an eye on the growing risks across different markets.
Mid-year Outlook 2023: Key Convictions For H2 2023 (Amundi)
For compliance reasons, this paper is NOT accessible in the United States
The lagging effects of tightening in the real economy will lead to a further deceleration in growth with divergences. Diligence is therefore required from allocators.
2023 Midyear Investment Outlook (BlackRock)
For compliance reasons, this paper is only accessible in certain geographies
Greater volatility has brought more divergent security performance relative to the broader market. Where should investors look for opportunities?
A Tipping Point In U.S. Renewable Energy Production (MetLife IM)
While demand for renewable energy is on the rise, and the grid continues to “green”, procurement, transmission and accounting of renewable resources is expected to evolve.
Opportunities in Connecting Global Society (Impax Asset Management)
There are many layers to the digital infrastructure that enable the seamless flow of 150,000 or so gigabytes of data around the world every second.
Lingering aftershocks? Global Economic Outlook 2023–2027 (Kearney)
The authors predict that growth next year will rebound modestly at around 2.5% before climbing to 3.3% in 2025 and dropping slightly to 3.1% in 2026.
SPECIAL REPORT
Solutions for a New Market Order (Intech)
How can equity investors best position their portfolios to succeed in a new market regime? This Special Report builds on the latest analysis to provide compelling solutions to this question.
