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    • Spotlight on Global Asset Classes Q2 2017

      The growth outlook is benign: we have slightly revised up our global GDP growth forecast, now seen at 3.5% for 2017 thanks to a mild improvement in Developed Markets (DM). Inflation outlook is also improving thanks to narrowing output gap in a broad range of economies and a rebound for commodity and manufacturing prices. We remain constructive on risk assets, especially equities, that should benefit most from the reflationary scenario.
    • Spotlight on Global Asset Classes

      Discover Pioneer Investments’ views on global asset classes in a context of accelerating growth and inflation. For 2017, we see little value in core government bonds as yields are expected to trend higher. Global Equity is our favourite asset class in a reflationary environment, followed by Core Credit. Selective opportunities in Emerging Markets fixed income and currencies.
    • Walking on a Tightrope post Brexit

      We believe that as the Brexit process begins to unfold in an already weak economic environment it may have an impact on the global economy through confidence, world trade, inflation expectation and currency dynamics. From a regional perspective, the Eurozone is expected to be hit hard and, consequently, the political response will be crucial to avoid further threats to the European project. US economy continues to perform reasonably well, as domestic conditions remain strong. Emerging Markets should be resilient and relatively less exposed to the economic slowdown after Brexit.