All Commentary articles – Page 30
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White papersSDG Engagement Equity Q1 2024 case study
Our Q1 case study looks at Chicago-headquartered bank Wintrust Financial and its efforts to support the credit needs of low- and moderate-income neighbourhoods in the Chicago area; in so doing helping to reduce the number of ‘unbanked’ households in the US.
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White papersU.S. Real Estate Sector Report
The apartment sector continues to experience deterioration in market fundamentals, primarily due to oversupply in Sunbelt metros. Demand has remained largely positive but is not strong enough to offset record deliveries. Liquidity remains constrained but is generally favorable relative to other sectors today. The longer-term outlook remains positive despite near-term headwinds.
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White papersU.S. Election: Age, Cash and Conflict
A political observer gives Joe Biden the edge, but thinks plenty could happen before November.
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White papersGeopolitical risk will grow: here is how we track it
In order to better understand geopolitical trends, Amundi has developed the Geopolitical Sentiment Tracker (GST). The tool aims to inform the investment process: it includes a variety of datapoints allowing investors and researchers to better understand and be alerted to rising risks. It also allows our teams to identify opportunities.
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White papersUK real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in UK real estate investments.
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White papersEuropean real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in European real estate investments.
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White papersThe Sun Belt’s Ongoing Boom
The ongoing and rapid growth in the U.S. Sun Belt has been an extraordinary boon to commercial real estate investors.
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White papersUK real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in UK real estate investments.
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PodcastWhat’s Up in the Air?
As you may have seen in the headlines, the airline sector has seen quite their fair share of volatility recently. Since the start of COVID shutting down air travel to then returning back to pre-pandemic levels and then exceeding those levels, the airline sector has been receiving its own fair share of market turbulence.
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White papersUK real estate market outlook Q2 2024
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
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White papersInfrastructure redefined - From railways to renewables
Infrastructure, as a sector, has evolved drastically in response to major drivers like the climate crisis and demographic change. Here, we explore the most influential structural trends shaping future-forward opportunities across the asset class.
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White papersWhy discipline matters in rapidly changing markets
Dynamically evolving bond markets not only offer a wide range of ways to add value, but constant learning opportunities too, according to Richard Woolnough, Fund Manager in M&G’s Public Fixed Income team.
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White papersIPM monthly blog – Edition April 2024: Our monthly insights into private markets
Second half recovery hinges on rates outlook - The US inflation data has surprised to the upside for three consecutive months. US treasury yields rose as a result and the rest of the world followed.
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White papersFixed Income Outlook – Not as planned
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price pressures subside. With the risk of inflation continuing to surprise to the upside in the near term, we now expect benchmark 10-year yields to potentially retrace to 4.75%, at which point we would likely again go overweight duration.
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White papersForget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Everything about the United States is big – its market, its economy and the companies housed there. It is also continuing to confound investors’ expectations. Many anticipated it would slip into recession in 2023, but this never came to pass. Instead, according to the US Treasury, it delivered above average economic growth over the 12 months because of “growing economic output, labour market resilience, and slowing inflation”.
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White papersAsset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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White papersPrivate Markets Investment Outlook Q2 2024: A new investment environment
Private markets are entering Q2 2024 with a reshaped investment landscape. The normalisation of fundraising and valuation adjustments for specific strategies have set the stage for promising investment opportunities.
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White papersSchroders Capital Investment Outlook: Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance.
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White papersMapping global elections and what this means for investors
It’s a defining 12 months for the world we live in today and wake up to tomorrow as billions of people across more than 50 countries head to the polls in 2024, although not all national elections will be free and fair. Romil Patel looks at some of the key votes from the world’s oldest to its largest democracies, as well as emerging markets – and what this means for investors.
