All Commentary articles – Page 108
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White papers2021 outlook: Dark tunnel. Bright light
Macro risks associated with the coronavirus have loomed over global markets and economies for nearly a year, and will continue for at least several months. But beyond this dark tunnel, we see a more normalised environment driven by fundamentals. Nuveen’s Global Investment Committee explores
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White papersOutlook 2021 – Future investment opportunities: green hydrogen
In efforts to transition to a low-carbon or even zero-emissions economy, green hydrogen – a source of energy that is odourless and produces only water when burned – can play a major role, making it a key investment opportunity of the future. Producing this fossil-free fuel at scale will require setting up an entirely new industry from scratch.
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White papersCreating Resilient Pension Portfolios Post Covid-19
Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.
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White papersYour Questions Answered by Impact Opportunities
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papersGetting Smarter Around Disruption
With innovation continuing to pave the way through the digital revolution of today, consumers and investors alike have wanted to know what could become the “next big thing” across industry sectors. As more and more groundbreaking business concepts continue to enter the market, one might wonder what is it about an idea or concept that makes it truly disruptive? And what is the thought process behind it?
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White papersGreen News & Views: Sustained strong results for REPM in the 2020 GRESB Assessments
Following on from previous years’ strong results, REPM’s sustainability efforts continue to be recognized by the industry, with strong performances across the globe in the 2020 GRESB Real Estate and Infrastructure Assessments despite a new baseline for scoring and a more competitive peer group environment.
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White papersLooking ahead - Top 10 real estate questions for 2021
When we looked ahead to 2020, back in early December 2019, we have to confess that we did not even mention COVID-19, let alone foresee the massive impact that this new virus would have on the world. However, some of the predictions we made then have proved prescient. In our latest Top 10 real estate questions, we explore how the year developed and provide our predictions on real estate for 2021.
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White papersNon-IG News: U.S. Elections and Implications for the Energy Sector
The Biden administration represents a significant shift in Energy policy from the prior administration. Robert Gephardt, Energy Sector Team Lead & Senior Analyst, discusses his views on how this could impact the Energy sector and what it means for Non-Investment Grade Energy, in particular.
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White papersHeading into 2021, what do we think about credit markets?
We think that a combination of improving fundamentals and ongoing monetary stimulus will push spreads towards new record tight levels. We see also room for spread compression in high yield. Sustainably low financing costs make high debt levels much more manageable. Consequently, investors should now focus more on the ability of companies to generate profits rather than their level of debt.
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White papersBig Tech at the crossroads…
Big Tech’s stock market performance has become more hesitant. A simple market rotation or a more durable phenomenon? With the exit from the crisis getting closer, sectors shunned during the pandemic could actually benefit from a catching-up movement. However, between its disruptive nature which is cannibalising traditional companies and interest rates which, apart from a slight increase, look set to remain durably low, Big Tech retains major advantages. Especially as its valuation is less exceptional than it seems, provided however that its profits momentum remains sustainable…
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White papersMacroeconomic picture - December 2020
United States: after a record contraction in Q2, and an extraordinary rebound in Q3, we expect a significant deceleration in Q4, influenced by the new rise in Covid-19 cases and given the signs of a progressive deceleration in several economic and behavioral indicators. Next year’s growth outlook remains supported by the supportive mix of monetary and fiscal policy.
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White papersAsia’s industrial action keeps the spotlight
As featured in PERE’s 2020 Asia roundtable, Louise Kavanagh, Managing Director, Real Estate, Asia Pacific, discusses with other participants the Asia private real estate market and the compounding positive impact that COVID-19 has had on logistics property.
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White papersTakeaways from our investment outlook: Legacy of the lockdown
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at the same time as the world tackles the social and economic problems laid bare by the pandemic.
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White papersA Heartfelt Thanksgiving
We emerge from the holiday hopeful for a Season of Goodwill in markets, but ready for any last surprises that 2020 might have in store.
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White papersEmerging market giants step up
The Covid-19 pandemic has ravaged economies worldwide. Weak infrastructure and healthcare systems, dependence on commodities and tourism for income, and high debt loads have left emerging markets suffering disproportionately.
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White papersThe outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential
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White papersThe COP that was not – Will postponing COP26 affect global climate action?
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted year for political action on climate change. How will these tumultuous 12 months affect the global climate landscape?
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White papersHow ESG can help build resilience in Buy and Maintain credit strategies
Responsible investment has always been about the long term. Equity investors want to know a company isn’t vulnerable to global shifts around environmental or social issues and for fixed income investors, looking to more distant horizons, it might be about ensuring a business can be part of a resilient strategy for the next 20 years.
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White papersInvesting in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
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White papersOpportunities in Asia Pacific REITS
Amid the COVID-19 pandemic, the Asia Pacific region is proving to be resilient for investors looking to capitalise on its structural growth. Real estate investment trusts (REITs) remain in favourable territory protected by relatively high yields and stable dividends. Their relative stability and the higher visibility of dividends in the REIT sector has helped them outperform the overall market during periods of rate cuts and slow economic growth. As economies and trade continues to recover we believe the region’s real estate investment trusts will prove alluring to investors seeking an income generating alternative asset class.
