All Commentary articles – Page 39
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WebinarWebcast – Unpacking recent global economic trends
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give their views on topics including the outlook for a resilient US economy and the effects of November’s election on interest rate policy. They discuss the signs of an economic pick-up in the eurozone economy and the chances of growth in China hitting Beijing’s 5% target.
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White papersAI Ethics and Regulation: How Investors Can Navigate the Maze
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
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White papersNear-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
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WebinarInfrastructure Debt in 2024: watch the webinar
Where does the sweet spot for infrastructure debt in 2024 lie? Watch the webinar to find out
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PodcastSound Progress - Episode 9
What happens in the US can – and typically does - have a global impact.
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White papersBiodiversity Equity, Interim Report, 2023-4
In the latest report from our Biodiversity Equity team we consider the ‘secret sauce’ that goes into picking biodiversity champions. Is it always the most obvious names that make the grade?
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White papersWhy Almanac Prefers Real Estate Platforms
In this interview Wouter Klijn from i3 (Australian institutional publication) speaks with Matthew Kaplan and Justin J. Hakimian. They discuss how when investing in real estate, you can’t take people and their motivations out of the equation.
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White papersThe Equity Breakdown: Parsing the Key Debate in Five Sectors
Five of our senior equity analysts weigh in on the crucial conversation in each of their sectors.
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White papersThe Structural Trends, Whoever Wins
Positioning for geopolitical shocks or election results is difficult, but we think the resulting structural trends are easier to identify and prepare for.
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White papersMegatrends: Transformative technology
Artificial intelligence (AI), specifically generative AI (GenAI), is poised to affect virtually every sector of the global economy and transform the workforce.
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White papers360°, Q2 2024: Can strong technicals lead to stronger fundamentals?
2024 has, so far, been broadly defined by idiosyncratic events, volatility and dispersion. For that reason, in our latest 360° report, our credit team emphasise the importance of credit selection from here.
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White papersEmerging Market Green Bonds - Report 2023
Sustainable finance, the capital market used by borrowers to fund projects and initiatives with sound environmental and social credentials, is booming in developing economies.
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White papersUK Real estate – Overview Q1 2024
Total returns for the UK commercial property market turned positive in Q1 2024 with the MSCI UK monthly index recording a return of 0.6% (0.3% on a 12-month basis to March). Retail was the best-performing sector with a total return in the three months to March of 1.5%. Offices continued to struggle and were the only sector to register negative total returns in the first quarter, coming in at -1.4%.
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PodcastOuterblue Research – Capital Market Assumptions 2024
Our capital market assumption forecasts look more closely at the themes that shape the financial market landscape and aim to help steer investors over the medium to long-term. This year the publication considers how climate delays and productivity gains from artificial intelligence are likely to drive a reordering of asset class profiles and the role played by geopolitical tensions.
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White papersUS exceptionalism: Can the world’s largest economy keep delivering for investors?
On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
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White papersWater in crisis – searching for solutions
The world is facing a water crisis. Around the globe we either have too little (drought), too much (flooding) or too toxic water.
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White papersDriving Sustainable Outcomes: Infrastructure Debt and the Sustainable Development Goals
Infrastructure investment is vital for enhancing quality of life, driving economic development and promoting social equity. It fundamentally shapes how we live, how economies function and the inclusivity and resilience of our communities and environment. To meet global infrastructure needs, including the UN Sustainable Development Goals, an estimated $97 trillion in investment is needed by 2040.
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White papersWill the US presidential election endanger an investment boom?
The onset of the pandemic saw the US endure a period of remarkable economic turbulence but it has since transitioned to a phase of unexpectedly strong growth. One factor underpinning this trend has been the somewhat unusual, acyclical nature of investment spending. Far from exacerbating broader swings in the economy and falling sharply in the wake of higher interest rates – the traditional response – investment spending has remained solid.
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White papersAPAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
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White papersEngagement case study: LyondellBasell
As part of the Climate Action 100+, we co-led engagement with the company on setting and disclosing ambitious climate targets.
