All Commentary articles – Page 25
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PodcastMartello Re: Building a Reinsurer from the Ground Up
Dennis Ho, CEO of Martello Re, sits down with Barings’ Colin Gordon to discuss the creation and rapid growth of Bermuda-based reinsurer Martello Re, and how trusted partnerships have been the key to tackling challenges ranging from investment returns to hiring and beyond.
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Asset Manager NewsNuveen Real Estate completes €35m green loan for Amsterdam life sciences development
Nuveen Real Estate, one of the largest investment managers in the world with $149 billion of assets under management, has agreed to provide a €35m senior secured loan to Breakthrough Properties, a joint venture of Tishman Speyer and Bellco Capital, to finance the acquisition and construction of One Helix, a state-of-the-art life science asset in Amsterdam.
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White papersWhat’s Shaping the Value-Add Opportunity in European Real Estate?
While investing in European real estate still poses challenges, attractive value opportunities are emerging as we approach a cyclical bottom.
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White papersGlobal Cyclical Opportunities
Real estate correction presents unique opportunities. Embrace the paradigm shift with active management, global reach, and sector-specific strategies to capture cyclical value.
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White papersThe Bright Future for Secondaries
The secondaries market has the potential to provide investors with a number of advantages amid the challenges of the current market.
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White papersAn entry point for Private Equity Real Estate in 2024
The past 12 months have been challenging for commercial real estate. Despite economic growth that is firmly above trend and a robust labor market expansion—both of which tend to predict healthy fundamentals and investment performance—commercial real estate values are down 12.5% from their peak during the current correction that began at the end of 2022
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PodcastReal Estate Debt: Why Now?
While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024—benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.
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White papers2024 Emerging market fixed income outlook: Back with a vengeance
Upon entering a New Year, we find ourselves in a somewhat similar market situation as the end of last year, still hoping for better times for global fixed income assets amid legacy pressures from tight global liquidity, high policy rates, and a strong USD.
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White papersCapital market assumptions: 2024
Our 2024 expectations for annualised returns over the next 20 years (what we call our capital market assumptions) are a mixed bag. Strong gains across markets over the past year have tempered our expected returns for equities relative to our 2023 outlook. On the other hand, higher starting yields translate into improved expectations versus last year across many fixed income asset classes.
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White papersMulti-Asset Outlook 2024: Embracing the “Less Exceptional”
After pandemic-era extremes, growth and inflation should approach historical averages in 2024. Here’s how multi-asset investors can respond.
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White papersThe Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersThe Year Ahead for the Major Industry Sectors, Part 2
The second of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersIPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
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White papersNet-zero equities: resilience in an uncharted transition
The year 2023 in some ways brought a return to normality: slowing inflation, stabilising interest rates and, to some extent, more stable energy prices than in 2022. These positive developments fueled the strong performance of equity markets.
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White papersMaking Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
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White papersRed Sea disruptions: small impact so far, but a risk to watch
”The impact of Red Sea traffic suspensions is more regional than global, but duration will be the key factor to watch. At this stage, it is no game-changer for our outlook.”
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White papersListed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
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White papersInfrastructure debt – Financing a sustainable future
Private capital can be vital in meeting net zero emissions goals. This includes infrastructure debt which can be an attractive way for investors to achieve their long-term return and income objectives and at the same time help finance the assets needed urgently to support the transition to a low-carbon economy.
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White papersWill Artificial Intelligence increase economic growth?
Recent advances in the development of Artificial Intelligence (AI) could lead to potentially disruptive changes across a wide range of industries and impact economic activity through multiple channels. AI is widely seen as significantly different from previous technological innovations. But will it significantly increase aggregate economic growth through its impact on labour markets and increases in productivity?
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White papersVoluntary Carbon Markets: Is the nuance lost in the noise?
The integrity of some of the world’s Voluntary Carbon Market (VCM) schemes is a hot-button issue. However, we believe it’s important to understand some of the differences in standards around the world – as well as the progress being made towards tightening them.
