All Commentary articles – Page 17
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White papersEconomic Monthly: Strength or Softness?
Consumers have still not run out of runway. Despite having burned through the famous “excess savings” from pandemic-era stimulus, and despite a softer labor market, we continue to see consumers willing and able to spend. As we elaborate below, continued credit availability, investment spending and the labor market provide enough space for households to maintain their spending habits for the next several months.
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VideoFixed-income outlook: Shifting opportunities for bond investors
You don’t need interest rates to go down to succeed in fixed income, but you do need to look closely to find relative value.
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Asset Manager NewsInfranity (Generali Investments) Breaks Through €10 Billion Mark in Assets Under Management, powered by unique business model.
Infranity, a leading European infrastructure investment platform and part of Generali Investments, today announces it has surpassed €10 billion in Assets Under Management.
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White papersThe Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
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BlogThe Weaponization of Statecraft and its Investment Implications
While the use of statecraft has been a prominent feature of all global orders, the frequency and potency of its deployment has never been higher than in the current geopolitical environment.
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White papersWill Productivity turn global growth around?
“If these trends continue, global growth over the next decade would likely be sub-3%, compared to just under 4% in the two decades before the pandemic.”
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White papersPM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
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White papersIt All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
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White papersIndia’s election outcome and its economic implications
India has recently concluded a national election, one which has taken place over the past six weeks and has seen nearly 650 million people flock to the polls to elect India’s political leadership over the next five years. The country officially announced its elections results on 4 June, the turnout was quite high with 66.3% of voters participating.
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VideoIdentifying real estate opportunities in a higher rate environment
Watch the full video now at the link below
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White papersRedefining real assets: Megatrends and their impact on investment strategies
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. These long-term, structural changes increasingly drive the demand and supply of real assets – natural capital, real estate and infrastructure.
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White papersRedefining real assets: The Megatrends series
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. Megatrends play out slowly and are inherently difficult to disrupt. But over the last few years we have seen a period of unprecedented change.
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White papers2024 Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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White papers150-Year Analysis: What Happens to Equities When Inflation Strikes
The quick rise in consumer prices following the pandemic disrupted decades of low inflation globally and sparked equity volatility that investors still struggle to navigate. While inflation has settled down, it has stubbornly stayed above central banks’ targets of around 2%. High inflation can cut out the bulk of a portfolio’s return, making it a paramount concern for investors.
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White papersListed infrastructure: Structural growth tailwinds aplenty
Quick takes on capital markets
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White papersGlobal Investment Views - June 2024
“Expectations of monetary easing by central banks may support areas that show earnings resilience and are attractively priced.”
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WebinarWebcast – Unpacking recent global economic trends
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give their views on topics including the outlook for a resilient US economy and the effects of November’s election on interest rate policy. They discuss the signs of an economic pick-up in the eurozone economy and the chances of growth in China hitting Beijing’s 5% target.
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White papersAI Ethics and Regulation: How Investors Can Navigate the Maze
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
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White papersNear-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
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WebinarInfrastructure Debt in 2024: watch the webinar
Where does the sweet spot for infrastructure debt in 2024 lie? Watch the webinar to find out
