All Commentary articles – Page 17
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VideoNeuberger Berman Private Markets: Q3 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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PodcastDisruptive Forces Election Special: Trump’s Cabinet
President-Elect Donald Trump will take office on January 20, 2025, after a whirlwind election season. But how could this term differ from his first? How will Trump’s cabinet be shaped, and what directions could this take the markets?
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Asset Manager NewsNuveen finances $275m senior loan supporting purpose-built student accommodation
Global asset manager Nuveen has provided an AU$275 million senior loan to the Dexus Opportunity Funds and Marquette Properties.
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White papers2025 outlook: private markets shine bright
Against a backdrop of mildly decelerating economic growth, weakening domestic demand, and interest rate cut expectations, the private market and real estate asset classes can offer relatively attractive investment opportunities as well as risk and return diversification.
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White papersQT or Not QT?
Against the aggressive expansion of the balance sheet in response to the COVID pandemic, the Federal Reserve expanded its balance sheet from $4.1 trillion, or 18.8% of GDP, to a peak of $9.0 trillion, or 35.6% of GDP, in Q1 2022. This is nearly double the pre-COVID level, which was already elevated relative to the balance sheet seen in the wake of the Great Financial Crisis.
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White papersHas the Fed’s rate-cutting cycle been knocked off course?
The US Federal Reserve has the scope for one more rate cut in 2024. Will the latest inflation data make it pause?
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Asset Manager NewsCalPERS expands commitment to Nuveen real estate with an additional $400 million allocation
With $500 Million Total Allocation from CalPERS, Nuveen Underscores Commitment to Preserve Affordable Housing and Build Resilient Communities
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White papersAsset Management Outlook 2025: Reasons to Recalibrate
We are pleased to share Goldman Sachs Asset Management’s 2025 Outlook: Reasons to Recalibrate.
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PodcastAcquisition of Autovia Douro Litoral
In October 2024, Autovia Douro Litoral (AEDL) the Portuguese toll-road concession in Porto was acquired by Igneo. In this NEWSFLASH episode Maria Luisa Castro provides an overview of the concession, the factors to consider in acquiring a toll-road and the macro factors impacting the operations of such a concession.
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White papersInvestment Outlook 2025 – Opportunities in a volatile world
The widespread expectation of the global economy heading for a soft landing will be put to the test amid major political change and the risk this creates for economic stability.
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White papers2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
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White papersSpotting opportunities in a reconfigured world
Halfway through the decade, new forces are reconfiguring the post-pandemic global economy. The big shocks that hit labour markets, supply chains, and energy prices in the past five years have largely worked their way through the system. But geopolitics and national policy choices are creating a more fragmented world that may bring new surprises.
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White papers2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
With inflation cooling and the US Federal Reserve transitioning from rate hikes to a cycle of rate cuts, bonds are poised to perform well in 2025.
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White papersElection Economics
A resounding victory sweeps President (and President-Elect) Trump back to the White House. The substantial-for-modern-times majority in the Senate along with the popular vote means that the second Trump administration has more of a mandate than the first one.
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White papersSchroders Capital Investment Outlook: Real Estate H2 2024
Our latest outlook shares findings from our proprietary valuation framework, which suggests that the sequential opportunity to access the long-term benefits of real estate on an attractive entry basis is now live across key geographies and sectors.
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White papers2025 Investment Outlook: Bright spots in a world of anomalies
New forces are reconfiguring the global economy. While the big shocks of the past five years have largely worked their way through the system, geopolitics and national policy choices are creating a more fragmented world.
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White papersCOP29: Will it deliver on climate finance?
The COP29 climate negotiations will take place in Baku, Azerbaijan, from 11-22 November. The headline objective is to agree a new target for the provision of climate finance to developing nations, superseding the goal set in 2009 to deliver $100 billion a year by 2020.
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White papersEngagement case study: Bank of Montreal (BMO)
We engaged with BMO in establishing comprehensive governance practices around the ethical use of AI.
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White papersIs the auto sector stuck in second gear?
The auto sector hit a series of roadblocks in Q2, causing several companies to scale back their growth forecasts for the year. What is the current outlook for manufacturers and suppliers and where do we see select opportunities?
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White papersPublic Engagement Report Q3 2024
The Q3 Public Engagement Report from EOS at Federated Hermes Limited looks at how insurers are wrestling with physical climate risk as losses from hurricanes, flooding and wildfires mount. Plus, how we engage with companies on water management, the evolving stewardship landscape, and voting trends from Asia and emerging markets.
