All Commentary articles – Page 13
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The Real Estate Secondaries Market
The secondaries market is experiencing continued remarkable growth and becoming a prominent segment of the private real estate investment landscape.
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Putting the September selloff in U.S. listed REITs into perspective
We’ve argued over the course of this year that markets presented attractive entry points for listed real estate. Recent declines in listed REIT valuations, driven by macroeconomic uncertainty, do not alter this view.
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How will AI shape the real estate investing landscape?
Artificial Intelligence is a transformative technology that we believe will be a net positive for real estate, though it has the potential to create both winners and losers across the investing landscape.
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China: A giant in transition
For nearly 40 years, investors have seen China as a fast-growing, emergent economy, on its way to achieving middle-income status. More recently a different narrative has emerged, portraying China as stumbling badly, weighed down by excess debt and investment, an aging population, and the end of globalization. Investment Strategist Christy Tan and her colleagues believe the truth about China is neither as optimistic nor as pessimistic as is currently fashionable.
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The COP conundrum
Much has been achieved but much more needs to be done if the COP convention is to retain credibility.
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Risks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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360° Fixed Income Report, Q4 2023: Debt, deficit, dispelling doubts
In our latest fixed income report, 360°, the credit team provide an overview of the key themes shaping the fixed income narrative and their outlook for the remainder of 2023 and beyond.
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Middle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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Video
The Responsibility Office: Supporting sustainable wealth creation
In this video, members of the Responsibility Office explain how they support the business in creating sustainable wealth for our investors.
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Podcast
Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets.
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Listening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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Investment outlook
A winning investment strategy in this environment calls for getting off the sidelines and positioning portfolios for attractive late-cycle opportunities while they’re still in play.
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Plastic wrap: curbing microplastics and promoting reuse models
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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Should markets fear the services slowdown?
Growth in the services sector has taken a downwards turn. Can the improving manufacturing alone sustain US economic growth? In this weekly installment of Simply put, we assess the likely impact of a slowdown in the services industry on markets.
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Geopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
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Podcast
A Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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Video
Continued ESG improvements across PATRIZIA funds: Commentary on the 2023 GRESB results
Three PATRIZIA funds – European Infrastructure Fund (EIF) II, Smart Cities Infrastructure Fund (SCIF) and PanEuropean Fund – achieved 5* ratings for ESG performance in this year’s GRESB results.
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Fixed Income Perspectives Q4 2023
Quarterly macro and market insights from Capital Group’s fixed income team.
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The tech underpinning ESG: estatements magazine 2, 2023
estatements is PATRIZIA’s thought leadership magazine, which is published twice a year. The theme of our latest edition is ‘the tech underpinning ESG’.
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Nuclear energy: still dividing opinions
Seventy-eight years after the detonation of the first atomic bomb, nuclear technology continues to divide opinion. Proponents herald its ability to deliver clean and reliable energy. Critics argue it is simply not worth the risk.