All Commentary articles – Page 26
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White papersGlobal Macro Outlook - First Quarter 2024
After two years of aggressive tightening, global central banks pivoted in December. We expect some growth in the coming quarters, albeit subdued compared to history. With inflation easing, most global economies are off to a good start for the year. Yet, things can, and do, change quickly.
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PodcastPAT Cast #19: Finding value in a new macroeconomic environment
As we enter a new economic cycle, what is the outlook for global real assets? In the first PAT Cast of 2024, we take a look at the year ahead and discuss where we believe the most attractive investment opportunities will lie across real estate and infrastructure in a higher-for-longer environment.
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White papersMacroeconomic and financial market forecasts - January 2024
Macroeconomic forecasts as of 10 January 2024
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White papersHealthcare investing - 2024 outlook brighter on compelling valuations and easing headwinds
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin since 1999. We believe the outlook for 2024 is much more favourable as the sector’s valuation is highly compelling, while many of the headwinds are abating.
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White papersCross Asset Investment Strategy - January 2024
Topic of the Month - Europe: time for fiscal consolidation
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White papersWhat does waning risk appetite mean?
The first week of January is usually a positive one for markets, and this is mainly due to various reallocation flows. However, the first week of 2024 followed two months of high returns on equities and bonds. A moment’s pause is probably in order to take stock of recent valuations. Is the Federal Reserve’s (Fed’s) pivot and the long-predicted soft landing already fully priced in? In this weekly edition of Simply put we ask whether declining risk appetites point to a weaker outlook.
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WebinarWebinar | Macro outlook for Asian and emerging market fixed income
Watch the replay of our webinar: Macro outlook for Asian and emerging market fixed income.
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White papersDecoding the AI opportunity
In 2023, we saw significant future value creation from artificial intelligence pulled forward and reflected in share prices of companies set to benefit from this multi-generational opportunity.
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White papersCorporate Credit Outlook 2024: High Tide for Yield?
Weakening economic fundamentals shouldn’t scare away corporate bond investors in 2024—provided they keep a close eye on credit quality.
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PodcastUnlocking forest carbon opportunities
Carbon and timber value presents a spectrum of optionality: Our integrated property management team’s core focus on sustainability can enable forest carbon investment opportunities in addition to traditional timber value. Learn more.
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White papersPoll Positioning
Voters representing around half of the world’s GDP go to the polls this year—what might that mean for the economy and investors?
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PodcastThe Investment Podcast: A brief history of real estate – and what’s back in fashion
History offers useful lessons, as a plethora of adages often remind us.
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White papersAsset Allocation Committee Outlook: 1Q 2024
“One of the lessons to take from 2023 is that markets can defy apparently soft fundamentals for much longer than one might expect.”
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White papersTop 10 questions real estate markets in 2024: Is there light at the end of the tunnel?
Last year, we were faced with prolonged high inflation, sharp interest rate hikes and a weak economy, with looming fears of recession.
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White papersLOIM Circular Economy: three years of investing in the power of nature
Circular Economy, one of our high-conviction equity strategies, recently marked its three-year anniversary. The strategy seeks growth opportunities arising from the transition to a bio-based and circular economy, which harnesses and preserves nature and its valuable, regenerative resources.
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White papersPrivate Credit Outlook: Evolution and Opportunity
Private credit has in a little more than a decade evolved from a niche asset class to a key component of a diversified investment portfolio. We think it will be even more important in 2024 as banks’ reluctance to lend widens the opportunity set for investors.
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WebinarOutlook 2024
The leaders of our investment platforms welcome the new year with their views for 2024.
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White papersOutlook 2024: Prepare for changes in the investing climate
Heading into 2024, it is difficult to remember another time when the outlook was so uncertain. Recession or expansion? Inflation or deflation? Higher interest rates for longer or central banks preparing to pivot? Take your pick and you will find a pundit arguing for each scenario as if it was a foregone conclusion.
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White papersEquity Outlook: Three Questions for Investors in 2024
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
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White papersReal estate outlook 2024
Private real estate came back down to earth in 2023, hampered primarily by elevated interest rates which weighed on values. Global investment volumes continued to fall throughout the year, with less capital coming into the sector and with buyers and sellers generally unable to agree on price.
