All Commentary articles – Page 35
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White papers
Private assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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White papers
Private assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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Video
5 Tech-Driven Megatrends Transforming Modern Society
By its nature, technology innovation drives changes in how governments, businesses, the military, educational centers, service sectors, community groups, and individuals operate in their daily lives. Part I of this series laid out the emerging technologies that provided the new capabilities and infrastructure that enabled such change.
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White papers
Japan: Engaging equity opportunities in the land of the rising sun
For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight. As corporate governance continues to evolve in Japan, and the doors open to a more shareholder-friendly environment, culturally aware investors who have earned the right to engage may be able to add value and unlock latent potential in the country’s stock market.
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White papers
What motivates investors to choose Real Estate?
Why does real estate appeal to investors? We discuss the diversity of this asset class.
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White papers
Charter Hall Why Australia, luckier for longer
Exploring the factors that support Australia’s economic and real estate outperformance
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White papers
Charter Hall 1HFY23 results
Charter Hall is proud to work with our customers and communities to invest in, develop and manage properties on land across Australia. We pay our respects to the Traditional Owners, their Elders past, present and emerging and recognise their continuing culture and contribution to this country.
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Podcast
Outerblue Talks Research - Financial stability concerns bring US recession concerns back to the fore
The banking turmoil of the past month saw the collapse of Silicon Valley Bank in the United States and the 160-year old Credit Suisse being taken over by rival UBS. While the big market swings triggered by these events have now subsided, economic scars appear inevitable.
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White papers
Emissions trading: the market overlooks UK cap reforms
The commitment to strengthening – and potentially expanding – the UK Emissions Trading Scheme (ETS) is instrumental in achieving the country’s net-zero goals and enhancing opportunities for carbon investors. But the necessity of a robust ETS, confirmed recently in Whitehall’s “Powering up Britain” strategy, has been overlooked amid the media’s focus on the lack of green-industry incentives.
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White papers
Trump indictment: implications for US politics and assets
”The US political environment is highly polarised on Trump’s indictment, with some seeing this as being politically motivated.”
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Podcast
Can Periods of Turmoil Yield Long-Term Opportunities?
The banking sector, current markets, and long-term opportunities in growth stocks are topics of discussion between Tom Ognar, senior portfolio manager and managing director of the Dynamic Growth Equity team, and Jon Lagerstedt, director of Internal Sales at Allspring.
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White papers
A period of change: emerging markets and Asia
After nearly a decade in the wilderness for emerging markets, we must ask ourselves, is this a dawn of a new era? Is this the decade for emerging markets?
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White papers
Why India: investing in the Indian subcontinent
Investment returns in the subcontinent have been Index returns since 31 December 1992 primarily driven by India since she liberalised her economy in 1991.
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White papers
Emerging market equities – navigating a bumpy but attractive route
In 1990, developed markets accounted for just over 60% of global GDP and emerging markets for just under 40%.
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Video
Neuberger Berman Private Markets: Q4 2022 Preliminary Valuation Summary & Analysis
(9:14) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papers
Global Macro Outlook - Second Quarter 2023
Besides inflation and tight monetary policy, a banking crisis has added to investor anxieties. The bank turmoil won’t likely be a drag to global financial markets. But it does argue for caution when combined with our broader expectations of a sustained period of below-trend growth.
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White papers
As Credit Goes, So Goes the Economy
Credit is the lifeblood of the economy, and the credit system just had a heart murmur.
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White papers
India 5G: Data Is the New Oil
While India is set to overtake China to become the world’s most populous country in April as forecast by the United Nations, it is also keen to establish its position in the 5G landscape. Following rapid 5G deployment in China, the U.S. and other pioneering countries in 2019, India is now leading a new wave of 5G network rollouts. The government concluded its largest-ever spectrum auction in August 2022, and 5G services are already available in 13 cities.
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White papers
Financial reform in China – A step forward, or backward?
In early March, at this year’s National People’s Congress, China’s leaders approved the State Council Institutional Reform Plan. It sets out to restructure government ministries and regulatory bodies to enhance policy and reform efficiency. For financial markets, the overhaul of the financial regulatory regime will be the main point of interest: Could it spell progress or regression in achieving a better outcome in the trade-off between stability and efficiency in capital allocation?
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White papers
What Does Secondary Market Growth Mean for You?
Few corners of private markets can match the recent growth of secondaries. Once the province of distressed sellers and “zombie funds,” secondaries now involve the bluest of blue-chip LPs and GPs (see here and here). This evolution has helped annual volume rocket from $20 billion in 2008 to well more than $100 billion in 2021 and 2022.