All Commentary articles – Page 121
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White papersThe Investment Podcast by M&G Investments
As we enter 2021, this podcast examines some of the narratives that have emerged from the real estate sector during 2020 and how much truth there may be to them in the coming year.
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White papersThe Green Transition: Implications of the European Recovery Plan
Despite questions over financing the European Union’s (EU’s) new Green Deal, the green transition is now under way. The implications for bond investors are clear and urgent.
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White papersReal Assets House View
No-one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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White papers*Fixed income outlook – From despair to hope*
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields.
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White papersWhy we think UK real estate can flourish after the Brexit deal
With some major hurdles likely to fall in 2021, we believe that certain parts of the UK real estate market are at a turning point and set to perform strongly over the next few years.
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White papersA not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges.
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White papersHow to Sustain Sustainability
With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.
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White papersEU Outlook Brighter, but Watch the News in Rome
Expect answers next week on whether Italy can form a new government. Elsewhere, U.S. earnings are on track to show Q4 growth, illustrating that the recovery remained intact, and risks to China’s outlook have emerged with the resurgence in COVID cases.
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White papersFour Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
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White papersThe Circular Edition 1, 2021 - Keeping you in the sustainability loop
Rounding-off a truly (we hope) one-off year, The Circular returns with must-read environmental, social and governance (ESG) news to sustain investors for another quarter and on to 2021… Here we’ve summed up our recent insights on ESG investing to bring you the latest edition of The Circular.
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White papersEM Investment Opportunities for 2021
Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest rates and access some exposure to growth at a reasonable price. EM market assets may offer some opportunities in addressing these challenges and have the potential, in our view, to outperform other asset classes both in equity and fixed income in 2021.
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White papersSeven Crucial Questions This Earnings Season Can Answer
As investors strain to imagine the post-pandemic normal, a blurry vision is already coming into view.
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White papersSet to grow: The rise of the European multifamily sector
Real estate investor interest for European multifamily assets has been growing continuously in the last decade. In our view, resilient income-driven performance, supported by strong occupier market fundamentals and long-term socio-demographic trends, will continue to fuel the rise of this asset class in the coming years.
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Research ReportWhy global change could yield opportunities for real estate investors
As featured in Preqin’s global real estate report, Melissa Reagen, Head of Americas Real Estate Research at Nuveen, discusses why amid uncertainty real estate will play a key role in investor portfolios as the industry adapts.
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White papersAre Offices Where the Most Compelling Post-COVID Opportunities Reside?
Early autumn optimism—which followed the easing of lockdown restrictions—faded fast with governments again forced to introduce tighter lockdown restrictions through Q4, to try and combat soaring infection rates and prevent health services from becoming overwhelmed.
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White papersIs the Tunnel Getting Longer?
In a race between vaccine research and virus mutations, logistical challenges are setting up hurdles that are lengthening the distance to the end of the tunnel. Markets have priced in a strong recovery though there are near-term concerns in the real economy.
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White papersSupply vs demand of EMU EGB in 2021
Euro area sovereign debt issuance vs. ECB purchase dynamics look favourable in 2021. On the supply side, net issuance should decrease vs 2020, thanks to lower aggregated numbers of budget deficits, incoming support from EU funds, and for some countries, the use of increased cash accounts and higher bond redemptions.
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White papersMarket Scenarios and Risks - February 2021
This month, we maintain the probabilities and narrative of our central and alternative scenarios. We confirm our constructive medium-term view on the “financial recovery regime”, with more caution in the short-term on financial markets, given the virus-dependent news flow.
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White papersIncorporating ESG analysis in infrastructure investing
With sustainability factors more prominent than ever in the path forward for equities, the importance of integrating environmental, social and governance (ESG) considerations when investing in real assets such as infrastructure should come as no surprise.
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White papersBuilding affordable communities makes good business sense
The real estate industry must foster affordability or see further European cities make policy interventions
