All Commentary articles – Page 15
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Asset Manager NewsHeitman Raises $2.6 billion for Value-Add Investment Series
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the final close of Heitman Value Partners Fund VI (“HVP VI” or “the fund”).
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White papersGridlocked: why grid investment is critical to enabling Europe’s energy transition
Europe’s rapid energy transition is colliding with the limits of its existing power networks. Targeted investment into grid interconnectors, transmission upgrades and battery storage are key to filling this critical infrastructure gap.
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White papersMore demand, less land: Supply-demand fundamentals of farmland
Global agriculture is facing a tightening supply of farmland while populations and food demand continue to grow. With these trends expected to persist and even intensify through 2050, Nuveen Natural Capital explores the primary drivers of land loss and what this collision of scarcity and demand means for farmland values.
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PodcastIn Search of Excellence: The Power of People, Processes and Technology
Rosalie Candido Louw says new technologies such as AI are redefining investing—but the human touch is still essential to success
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White papersTreasury yields reflect a curious equilibrium to start the year
As we begin the new year, actual and implied volatilities in the US Treasury market have fallen to four-year lows, returning to levels that were common before the pandemic. Of course, the last four years included a number of disruptors: the inflation surge to multi-decade highs; the Federal Reserve’s (Fed) rapid tightening to suppress inflation; the Silicon Valley Bank crisis; President Donald Trump’s tariffs announcement; and the eventual Fed easing in response to weakening job creation.
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White papersWorld markets review — Fourth quarter 2025
Global stocks rose modestly, supported by solid corporate earnings and better-than-expected U.S. economic growth. Investor worries about high valuations among artificial intelligence (AI) stocks were offset by stellar quarterly earnings reports from AI-linked companies, including Alphabet, NVIDIA and Microsoft.
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White papersFive keys to investing in 2026
After three straight years of double-digit returns for the S&P 500 Index, investors are entering 2026 with equal parts confidence and caution.
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White papersFixed income opportunities, a positive start for equities
Corporate bond returns are comprised of a risk-free yield and a credit spread, which compensate investors for taking on more risk relative to government bonds.
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White papersGeopolitics: power as policy
Geopolitics: it’s now all about power and might, but core interests will hold
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White papersCross Asset Investment Strategy - January 2026
Topic of the Month - Geopolitics: power as policy
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White papersValue add infrastructure: Moving up the curve in an era of expanding possibilities
The infrastructure revolution is underway in private markets, opening up new possibilities in the value add space.
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White papersContinued momentum: The outlook for European infrastructure debt
European infrastructure debt enters 2026 in a healthy position, with no shortage of demand for its diverse range of opportunities. Nonetheless, investors need to be alert to various risks and conduct thorough due diligence, argues Darryl Murphy.
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White papersThe great portfolio reset: How alternatives are changing the face of finance
As traditional 60/40 portfolios struggle in an era of persistent inflation and market volatility, institutional and private investors are turning to alternative assets as an additional source of returns and diversification. Jerry Pascucci and Johannes Roth examine the drivers and implications of this structural shift.
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White papersMarkets in 2026: Full Speed Ahead—With Eyes Wide Open
When everything seems to be going right, that is precisely when vigilance is needed.
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White papersHard assets, soft power: Infrastructure 2026 Outlook
In a fractured, multipolar world defined by strategic rivalries, infrastructure has become a critical lever for nations to project soft power – through energy security, technological leadership and supply chain dominance.
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White papersDecember jobs report: Conflicting dynamics
Strong headline employment masks softer underlying labor trends and slowing wage growth.
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White papersCleared for Takeoff: A New Flight Path for Real Estate - 2026 Global Investment Outlook
After years of ongoing turbulence punctuated by repricing, interest rate fluctuations, and recalibrations, the global commercial real estate sector appears to have found a stable altitude—and is now primed to begin its next ascent.
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PodcastRotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
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VideoInvestment outlook – Handling the shifting investment landscape
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market but sticky inflation?
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People NewsNTR appoints Stephen Campion as CFO
NTR, a leading clean energy transition investor and asset manager, is pleased to announce the appointment of Stephen Campion as Chief Financial Officer (CFO). Stephen joined NTR in 2023 as Head of Finance.
