All Commentary articles – Page 23
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White papersMacroeconomics, Geopolitics, and Strategy - March 2024
”European PMI data diverge not only in terms of sectors, but also in terms of countries and sub-components.”
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White papersCross Asset Investment Strategy - March 2024
“While we expect the Fed, Bank of England and ECB to start rate cuts around June, we will keep an eye on the pace of disinflation for any surprises.”
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White papersIlliquidity premia in private debt: Q4 2023
In our latest real assets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
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White papersSuper Tuesday points to a super-charged battle
“A Trump-Biden rematch looks likely in November. As we move closer to the elections, market uncertainty will rise given the candidates’ divergent approach to foreign policy and geopolitics.”
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White papersIdentifying opportunity and creating value in a turbulent European real estate market
The European real estate market continues to recalibrate in the face of elevated interest rates, declining valuations, and economic uncertainty. Apollo is navigating this with a thematic focus, grounded in data-driven analysis and a flexible approach to tactical deployment. Here, we discuss how we’re currently engaging with the opportunities and challenges posed by the current market environment.
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VideoUnlisted infrastructure and the energy transition
In a joint interview, Michael Ryder and John Ma, Partners and Co-Heads of North America at Igneo, discuss the outlook for unlisted infrastructure and opportunities within the energy transition.
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White papersEnter the dragon: Why China is competitively positioned
There are several reasons to remain constructive on China, in our view. We believe that pessimism about China’s fortunes and the wider economic outlook, resulting in the current idiosyncratic sell-off, presents opportunities for active investors to find great companies at very attractive valuations.
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White papersKeynote Interview: What the future holds for infrastructure debt
In an article originally published by Infrastructure Investor magazine, Jerome Neyroud, Head of Infrastructure Debt, discusses the state of the market today and looks at trends that will drive activity in the years ahead
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White papersSchroders Capital Global Real Estate Lens February 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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PodcastOuterblue Convictions - Global Investment Views: Market debate rages on
The last month has, to a large extent, seen a reversal in investors’ expectations for central bank actions. This has been the hot topic for financial markets over the past few weeks as these expectations filter down into financial data and continue to drive asset prices. However signs of a slowdown are appearing. What factors will be most important to judge market direction going forward?
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Asset Manager NewsHines Wins Second Global ESG Firm of the Year Award from PERE
Hines, the global real estate investment manager, is honored to announce that it was recognized with three first place awards at the 2023 Global PERE Awards. The awards won include the prestigious “ESG Firm of the Year: Global” for outstanding innovation in the sustainability space.
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White papersIndia in 2024: a trio of new positive catalysts
2024 will undoubtedly be a year of weaker global growth, largely led by the US and China. Yet we believe the combination of 1) a US soft landing, 2) slowing global inflation and 3) global monetary easing will mean riskier assets perform better. We believe strong returns are possible for Asian equities, especially when GDP growth projections are much higher for Asia ex Japan than for developed market peers.
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White papersIs US job creation as strong as it looks?
The latest US inflation report showed signs of inflation falling at a slower pace than expected. Inflation data have disappointed twice in a row and are seemingly consistent with firm US employment and wage growth. In this weekly edition of Simply put, we consider what constitutes a strong employment report and how expectations are coloured by what many market participants consider to be normal.
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White papersA Second Trump Presidency? Potential Economic Effects
President Trump could win the 2024 presidential election. When the incumbent presidential party presides over an improvement in the unemployment rate, it is likely to be returned to power. With unemployment at historic lows, unemployment is likely to get worse, creating headwinds for a Biden re-election.
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White papers2024’s elections around the world: The who’s who and the so what…
Voters from more than 60 countries will head to the polls this year, representing almost half the world’s population. This makes 2024 perhaps the ultimate election year by historical standards. But the act of merely holding elections does not guarantee a free and fair process e.g., Russia’s March elections, nor does it imply consequential change.
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White papersOpportunities in preferred and capital securities remain attractive
Main takeaways: the Federal Reserve (Fed) should be done raising rates; the U.S. Treasury market term premium should persist; discounted fixed-to-refixed hybrids foster an advantage of indifference to the direction of longer-term treasury rates; and relative values are attractive.
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White papersAre We There Yet?
As the holiday travel season draws to a close, a simple question that can trigger even the most patient of parents everywhere, resonates as well with property investors across the country — “Are we there yet?”
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White papersQuarterly fixed income perspectives 1Q 2024: A turning point for policy
Themes, outlook, and investment implications across global fixed income markets
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PodcastExiting Long-Term Infrastructure Investment
Since 2019 Igneo has successfully exited 9 of its European portfolio companies.
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Video2024 Outlook
CIO Sean Taylor shares his outlook for 2024, including his views on Japan and emerging market countries like Brazil, China and India.
