FSA has reviewed the week’s research commentary and selected a few that we believe stand out from the rest. Click on the title of the report to access the PDF.
|
The report provides a risk/benefit analysis of the various types of infrastructure investing and argues that infrastructure equities can improve returns and reduce risk. Infrastucture: opportunity for yield and diversification
|
|
|
Economics will be a more powerful force in the world’s transition to clean energy than policies or regulations, argues Pictet AM. Renewables are continually getting cheaper. |
|
John Malloy and James Johnstone, co-managers of the RWC emerging and frontier markets funds, highlight five stocks – Alibaba and Hikvision from China, Taiwan Semiconductor and Win Semi from Taiwan and Hynix from South Korea – with the biggest potential to utilise the artificial intelligence to generate returns. Five stocks to play artificial intelligence in emerging markets
|
|
SLI’s economist Nicolas Jaquier uses a heat map to visualise risks facing emerging market debt. Generally positive on the asset class, the report notes increased vulnerability of selected markets in Latin America and Asia. |
|
Joachim Fels, Pimco’s global economic advisor, forecasts a 70% chance of global recession over the next five years. However, the chance of a US recession in the next 12 months is low, only 10%, he writes. “But don’t count on the US becoming the next Australia, where the last recession occurred a quarter century ago.” |
