All Commentary articles – Page 26
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White papersMid-year Investment Outlook 2025
“Despite unpredictable policymaking, business resilience, and the reorganisation of global trade and financial systems, the expected rate cuts from central banks will create opportunities in global equities. We are focusing on themes such as European defence spending, US deregulation, corporate governance reform in Japan, and the ‘Make in India’ initiative.”
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White papersThe Great Diversification is underway
We are now firmly in the riskier, messier, more factious world we predicted. While the US president is not the cause of the geopolitical shifts underway over the last few years, his administration is accelerating some drivers. For example, tariffs are intensifying economic friction, while the reduction of US commitments to Europe’s security and ambitions in space are contributing to a new arms race. The US, under Trump, also emerged as an additional disruptor.
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White papersWhat’s in store for financial markets in the second half of the year?
Despite a strong rebound in equities, ongoing inflation and policy uncertainty are likely to keep market volatility elevated in the second half of 2025. Investors are advised to stay diversified and focus on long-term, income-generating opportunities.
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White papersStock market outook: New growth catalysts amid volatility
As tariffs, trade wars and real wars upend the global economy, the path of equity markets remains uncertain heading into the second half of 2025.
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White papersQ3 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Global real estate returns positive last four quarters
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White papersEconomic outlook: Higher uncertainty, lower growth
There are many ways to describe the outlook for the US and world economies. But at the midpoint of 2025, one word has risen to the top of the lexicon: uncertainty.
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White papersMid-year Perspectives 2025: Cutting through the noise
Mid-2025 brings slower growth and policy uncertainty, with markets struggling to separate signal from noise. Diversification and quality assets remain key to navigating volatility.
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White papersConfidence up for May but what comes next?
US consumer confidence index rose sharply, and above expectations, in May to 98.0, mainly due to a temporary trade truce between the US and China on tariffs. Expectations about the near future also improved.
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White papersThe Consumer Hangs In
Amid changing policy dynamics, fluctuating markets and swings in sentiment, the U.S. consumer has, so far, remained surprisingly resilient.
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White papersWill Smart Glasses Replace Smart Phones?
AI-powered eyewear offers a glimpse into the (not-so-distant) future. Growth investors, take heed.
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White papersCan Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?
New research connects intensifying natural perils to their future implications for asset classes.
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White papersLeveraging the advantages of 60+ years of private real estate debt experience for clients
With 60 years of experience, private real estate debt offers tailored strategies and disciplined lending to navigate shifting market cycles.
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White papersConfusing Correlations: What’s Really Behind Them?
In recent weeks we’ve witnessed extreme (and at times, puzzling) correlations among asset classes. In this paper, we break down the potentially misunderstood drivers of these strange dynamics and their implications for investors.
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BlogCombining Profit and Purpose: How Real Estate Drives Social Impact
A profound shift has been taking place across the real estate industry in recent years. Success is no longer measured purely by financial return – it’s also about creating places that have a positive social impact and improve people’s lives.
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White papersSchroders Capital Global Real Estate Lens Q2 2025: your go-to guide to global property markets
Valuations and transaction prices have continued to stabilise and recover despite uncertainties.
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White papersWhy investors need private markets
The 60-40 approach to portfolio diversification is being challenged, as traditional asset class correlations weaken. Can private markets be an alternative diversifier and should investors consider an allocation?
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Asset Manager NewsCharter Hall’s $850 million Light Horse Logistics Hub 90% leased, with major tenants Woolworths, HelloFresh, ALDI, Bidfood
Charter Hall Group (Charter Hall or the Group) is pleased to announce that its $13 billion Charter Hall Prime Industrial Fund (CPIF) has secured further lease agreements at its $850 million Light Horse Logistics Hub in Eastern Creek, NSW, making the estate 90% leased. Major tenants Woolworths, HelloFresh, ALDI and Bidfood will now call Light Horse Logistics Hub home.
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White papersThe ECB’s road ahead: navigating the certain uncertainties
Europe’s economic backdrop is brimming with competing dynamics that have made the ECB’s principal mandate for ‘price stability’ more challenging than ever.
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White papersOil prices stop making sense
For the past few years, the expanded group of oil producers known as OPEC+ have tried collectively to stabilise crude prices by lowering production in order to dampen price volatility to the downside. But because several members of the wider cartel have different and conflicting fiscal and external financing priorities, efforts to limit output have not only failed, current production has increased. This would be newsworthy by itself, but is even more puzzling considering the potential impact of tariffs on global demand.
