Investment Insights - Page 55

At the crossroads Saudi Arabia’s Vision 2030 aims to establish the country as a leading global hub for infrastructure investment. The plan seeks to attract U.S.$3.3 trillion over the next decade under

On the demand side, long-term trends continue to boost demand across our favored sectors. Rental housing is an important component of overall housing supply, and demographic shifts all over the world support

Thus, in our view, bonds are likely to enjoy a price boost as yields decline in the coming two to three years. Demand for bonds could be exceptionally strong, given how much

European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer. European companies are facing a raft of new challenges from the policy

Subsidies provided by the Inflation Reduction Act (IRA) of 2022—a key policy move of President Joe Biden—are likely to be targeted by Trump. IRA incentives for electric vehicles (EV) and renewable energy

2024 has been an above-average year for multi-asset portfolio performance. We see a positive economic backdrop continuing in 2025, with ongoing global disinflation and lower central bank rates. Yet growth and interest

Many investors today are balancing competing demands by incorporating both climate and biodiversity considerations into their portfolios. Over the long term, we expect that both government policy and social expectations will grow

Over nearly 15 years of working with our portfolio companies to build ownership cultures, one of the lessons we have learned is the importance of making the concept of ownership real to

Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies? Investors are grappling with a multidimensional set of challenges as we turn

Investment Perspectives 2025 Outlook: No time for complacency | M&G Investments Macro 15 min read 9 Dec 24 Source link