All Commentary articles – Page 26
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White papersPutting the September selloff in U.S. listed REITs into perspective
We’ve argued over the course of this year that markets presented attractive entry points for listed real estate. Recent declines in listed REIT valuations, driven by macroeconomic uncertainty, do not alter this view.
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White papersHow will AI shape the real estate investing landscape?
Artificial Intelligence is a transformative technology that we believe will be a net positive for real estate, though it has the potential to create both winners and losers across the investing landscape.
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White papersThe COP conundrum
Much has been achieved but much more needs to be done if the COP convention is to retain credibility.
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White papersRisks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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White papers360° Fixed Income Report, Q4 2023: Debt, deficit, dispelling doubts
In our latest fixed income report, 360°, the credit team provide an overview of the key themes shaping the fixed income narrative and their outlook for the remainder of 2023 and beyond.
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White papersMiddle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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VideoThe Responsibility Office: Supporting sustainable wealth creation
In this video, members of the Responsibility Office explain how they support the business in creating sustainable wealth for our investors.
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PodcastOuterblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets.
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White papersListening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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White papersPlastic wrap: curbing microplastics and promoting reuse models
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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White papersShould markets fear the services slowdown?
Growth in the services sector has taken a downwards turn. Can the improving manufacturing alone sustain US economic growth? In this weekly installment of Simply put, we assess the likely impact of a slowdown in the services industry on markets.
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White papersGeopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
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PodcastA Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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VideoContinued ESG improvements across PATRIZIA funds: Commentary on the 2023 GRESB results
Three PATRIZIA funds – European Infrastructure Fund (EIF) II, Smart Cities Infrastructure Fund (SCIF) and PanEuropean Fund – achieved 5* ratings for ESG performance in this year’s GRESB results.
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White papersFixed Income Perspectives Q4 2023
Quarterly macro and market insights from Capital Group’s fixed income team.
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White papersThe tech underpinning ESG: estatements magazine 2, 2023
estatements is PATRIZIA’s thought leadership magazine, which is published twice a year. The theme of our latest edition is ‘the tech underpinning ESG’.
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White papersNuclear energy: still dividing opinions
Seventy-eight years after the detonation of the first atomic bomb, nuclear technology continues to divide opinion. Proponents herald its ability to deliver clean and reliable energy. Critics argue it is simply not worth the risk.
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White papersPrivate assets views Q4 2023: selectivity is key
The latest update from our private assets business highlights new investment opportunities arising from global themes of decarbonisation, increasing deglobalisation trends, evolving demographics, and the AI revolution.
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White papersHow ESG monitoring can enhance sovereign bond investing
Fundamental research has always been at the heart of our investment approach, The Capital SystemTM. We believe that analysing material environmental, social and governance (ESG) issues can help us better understand long-term risks and opportunities.
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White papersUN PRI DEI action areas for investors: Reverse mentoring to shape an inclusive corporate culture
Each journey begins with a single step – a sentiment attributed to Chinese philosopher, Lao Tzu. Anyone tasked with executing change management at an organisation should regularly bear this in mind. Whilst benchmarking against your targets is essential, it’s important to recognise where you’ve come from and celebrate the small victories along the way.
