All Asia Pacific articles – Page 24
-
White papersWill Geopolitics Fuel Global Volatility?
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile.
-
White papersCan Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
-
White papersOpportunity amidst converging returns and shrinking risk premia
In the early months of 2018, economic fundamentals are supportive of another solid year of real estate performance. But monetary conditions are tightening and our central preoccupation persists: how will this affect the risk premium for real estate?
-
White papersDaisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
-
White papersDara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
-
White papersAsset Allocation Update: New year, evolving views, same growth aims
As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.
-
White papersResponsible Investment Quarterly: Q4 2017
On the heels of two good years in the bond market, the best days for fixed income are likely behind us.
-
White papersHolding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
-
White papersCross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
-
White papersAsia: Leading the Race to 5G
To date, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and impacts on several industries. Now, in the third part of this five-part series, we begin to examine how 5G will affect various regions throughout the world. In this third paper, we look at how Asia will transform itself through 5G adoption.
-
White papersWhy China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
-
White papersCommodities hitch a ride on global growth
Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.
-
White papersAsia Real Estate Market Outlook: January 2018
In 2018, the regional output from Asia Pacific should follow a similar pace of growth at 4.8% y-o-y, versus the expected growth from Europe at 1.9% y-o-y and from the US at 2.5% y-o-y.
-
White papersCross Asset Investment Strategy: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high.
-
White papersGlobal Market Outlook for 2018: An End or a Beginning?
2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors.
-
White papersGlobal Investment Views: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high. The economic environment remains strong.
-
White papers2018 Economic and Market Outlook: Risk On
Investors will have to work harder, take more risk and get an information edge. Nuveen identifies pockets of opportunity across public and private markets.
-
White papersBack to long-term investing in the age of geopolitical risk
A sunny outlook with cloudy skies. That’s how investors see their current investment prospects.
-
White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
-
White papersCHINA: 19th party congress and beyond
What are the key takeaways from the 19th Party Congress?
