Perspectives
Stay up-to-date with the current investment and macroeconomic issues at OpenEdge Investments. We provide analyses of the themes and trends which lie at the heart of your investment challenges.
2023 Infrastructure Outlook: Climate, Macro Drivers Create Tailwinds
Secular growth drivers for infrastructure should be on full display in 2023, as the dire need for infrastructure spending underpins growth for the next decade, and the first steps for meeting long-term climate and electrification goals are being taken now.
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AOR Update: A Headwind, Not a Hurricane
While housing has been on the leading edge of the current downturn, the threat of higher interest rates will likely be muted relative to history.
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Valuation of Infrastructure Assets Q4 2022
In our latest Valuation update, Portfolio Manager Daniel Chu outlines the main drivers of infrastructure returns in the fourth quarter of 2022 and weighs in on the factors impacting different infrastructure sectors across the globe.
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Anatomy of a Recession Risk Dashboard
Recessions historically coincide with market downturns. Stay informed on the likelihood of a US recession with the OpenEdge Investments Recession Risk Dashboard and Anatomy of a Recession program updated monthly.
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ESG Outlook: Greater Scrutiny on Companies and Sustainable Investments
Regulation, biodiversity and human and labor rights should remain a focus for sustainability-minded investors in 2023.
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The Long View: The Most Anticipated Recession Ever
With a deep red signal emanating from the OpenEdge Recession Risk Dashboard and a Fed clearly willing to tolerate economic pain in order to restore price stability, we believe a recession is likely in 2023.
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Value Strategy December Commentary
Inflation continues to sustain itself at a higher level for longer, making it difficult for central banks to refrain from loosening policy even as the economic outlook deteriorates. Although maintaining a tightening position is common across most economies, varying economic circumstances may lead monetary policies to diverge in the extent of tightening.
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Income Strategy December Commentary
The outlook for interest rates and inflation continues to cause volatility in markets as investors digest expectations of a global slowdown in growth in conjunction with central bank tightening, with elevated volatility in the U.K. and Europe as a result of sustained high energy prices.
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Emerging Markets Strategy December Commentary
This strategy is invested in high-quality companies benefitting from structural drivers, with strong cash flow and dividend yields. We have strong conviction in the long-term opportunities within emerging markets listed infrastructure.
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Developed Markets Income Strategy December Commentary
For the OpenEdge Developed Markets Infrastructure Income Strategy, the primary quantitative tool in portfolio construction is excess return, on which our stock-ranking system is based.
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AOR U.S. Economic Outlook: Recession the Path of Least Resistance
The OpenEdge Recession Risk Dashboard has been flashing a red or recessionary signal for the past four months, consistent with our view that a recession is likely to occur in the U.S. in the next 12 months.
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U.S. Equity Outlook: Patiently Waiting for a Durable Bottom
We see 2023 shaping up to be a tale of two halves. Heading into the new year, we continue to favour value stocks with defensive characteristics. However, as market participants become convinced the bear market is over, leadership should rotate toward small cap and more aggressive, higher risk stocks.
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ClearBridge 2022 TCFD Climate Report
Aligning OpenEdge’s climate reporting with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) for the fourth year in a row, the 2022 OpenEdge TCFD Climate Report describes how we factor climate-related risks and opportunities into our investment process.
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