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Global Investment Views


Global Investment Views - Amundi Research Center

Welcome to Amundi. The Amundi Research Center publishes our thought leadership, investment convictions, and market strategies and brings the best academic ...

Global Investment Views - November 2024 | Amundi Research Center

Global Investment Views - November 2024 · European Equities. We blend cyclicals and defensive segments to stay balanced. · US & Global Equities.

Global Investment View - Investec

Overview: · Growth slowing · Uncertainty has increased · Inflation is set to slow, but to surprise on the upside · There are risks to the interest rate ...

Global Asset Allocation Views 4Q 2024

An economy that is moderating to a trend-like pace will not likely spur unfettered animal spirits among investors. In addition, valuations in many assets are ...

Investment views | BlackRock Investment Institute

We offer strategic and tactical views on selected equity and fixed income asset classes from a U.S. dollar perspective, along with explanatory comments.

2024 Investment Views | Ninety One

A radical reset in borrowing costs has changed the rules of the game for investors. Explore our global and emerging market outlooks and hear our portfolio ...

Fidelity's Macro Views & Insights

Welcome to Fidelity's Macro Views, where we discuss the key macroeconomic themes shaping the global investment landscape.

Global Investment Views - October 2024 | Amundi | Reference Hub

Capital markets whipsawed between a weakening US labour market and hopes that the Fed would successfully steer the economy towards a soft ...

Global Investment Outlook Fall 2024

Chief Investment Officer Dan Chornous outlines his 2024 global economic outlook, shares his risks that would upset an economic soft-landing outcome.

2024 Q4 Investment Outlook | BlackRock

Investment themes · 01. Getting real. We see a new wave of investment into the real economy transforming economies and markets. · 02. Leaning into ...

Global Investment Views - November 2024 | Amundi | Reference Hub

Global Investment Views - November 2024 ... “We are slightly constructive on risks towards segments where fundamentals are strong, and ignore ...

Global Equity Views 4Q 2024 | J.P. Morgan Asset Management

With profits growing and valuations for most markets close to long-term averages, our investors expect reasonable returns. As in our last ...

Global Asset Allocation Viewpoints - T. Rowe Price

Within equities, we remain overweight value, globally, based on more attractive relative valuations and as global central bank easing should provide a backdrop ...

Global Investment Report - 2024 - Investec

The Global Investment View distils the thinking of the Global Investment Strategy Group that brings together the insights of Investec Wealth & Investment's ...

Insights | UBS Global

With 24-hour coverage of major asset classes from 12 key financial hubs around the globe, our Chief Investment Office experts identify the latest investment ...

Insights - State Street Global Advisors

For institutional / professional investors use only. View More Information About Our Firm: FINRA's BrokerCheck. Investing involves risk including the risk ...

Global Investment Views - AWS

Global Investment Views. Wealth Management. Quarterly Report -4Q 2024. Page 2. Asset Class Views. Summary. Page 3. Global Investment Views. 4Q 2024. In Brief.

Global Investment Management Survey

The goal of the Franklin Templeton Global Investment Management Survey is to provide the most comprehensive global view on the dimensions that ...

Financial Intermediary Home - Goldman Sachs Asset Management

Discover our views on the economy, markets and investment strategy by subscribing to our newsletter. ... financial research nor a product of Goldman Sachs Global ...

Market Outlook 2024 - Q4 Update - Russell Investments

The tactical opportunity set in equity regions, sectors and styles is muted in our opinion. Across global equities, the value and momentum factors appear ...