All Commentary articles – Page 5
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White papersChina’s Blueprint: What the 15th Five-Year Plan Means for Global Investors
The Trump-Xi summit will dominate the news. China’s 15th Five-Year Plan could prove the more consequential signal for global investors.
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White papersSeizing the European Prime Office Opportunity
Prime office properties in supply-constrained, centrally located European submarkets could offer a compelling outlook for rent growth.
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VideoGlobal REITs Update – Q1 2026
In our video update for the 1st quarter of the 2026 calendar year, Portfolio Manager, Macro Colantonio covers key developments in the Global REIT sector and market insights…
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White papersMedical Technology Stocks: Innovation Endures as Valuations Reset
How can medical technology companies diversify an equity allocation to healthcare?
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White papersApril ECB meeting: In a good position to make the right decision
As expected, the European Central Bank (ECB) held policy rates steady today, extending its pause for a seventh straight meeting in the current easing cycle. Rates on the deposit facility, main refinancing operations, and the marginal lending facility remain at 2.00%, 2.15%, and 2.40%, respectively.
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White papersLooking Inside Today’s High Yield Market
High yield investors are navigating a more complex backdrop, but fundamentals remain resilient and income continues to look compelling. Markets have absorbed a steady stream of risk events, but the environment calls for discipline rather than complacency.
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White papersCharting a Distinct Course to Asia’s Awakening Equity Markets
Asian equities offer hidden value in dynamic companies across fast-growing economies.
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Asset Manager NewsMohari Hospitality and Generali Real Estate complete refinancing of The Four Seasons Madrid at Centro Canalejas
With total financing proceeds of 330 million euro, it is one of the largest single-asset financing deals completed in Spain.
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PodcastManaging AI Risk in Credit Portfolios
Technology sector analyst, Brad Lewis unpacks how AI is impacting the outlook for credit markets across software and other sectors. He provides insight into the Barings’ team’s framework for parsing winners from losers, and talks about what’s next for AI.
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VideoISA Focus: Living strategies going mainstream in Asia Pacific
Asia Pacific’s living and hospitality sectors are experiencing rapid evolution, creating differentiated investment opportunities as these property types progress through varying stages of institutional adoption across the region’s diverse markets.
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White papersEuropean real estate market commentary - April 2026
The energy price shock could stall or slow the nascent real estate market recovery, but supply fundamentals and the extensive repricing since 2022 continue to underpin selective opportunities across real estate segments.
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VideoPutting AI to Work: Testing Brand Strategy in Real Time
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
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White papersGCC Banks: A Five-Layer Defense for the Current Environment
A combination of strong fundamentals and sovereign support should help key financial institutions weather the storm.
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White papersCIO Weekly: Japan Shows Resilience
Japan’s energy import dependence makes it one of the conflict’s more exposed markets. Yet its short-term resilience is high, and the longer-term investment case remains attractive.
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White papersConsensus Indicators signal a K-shaped recovery in both Europe and the U.S.
InREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published their Consensus Indicator for March 2026, revealing that sentiment remains positive but is moderating amid rising geopolitical and interest rate pressures.
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White papersFactory Reset: U.S. Manufacturing Turns Up
The manufacturing industry has been struggling since the pandemic. Various metrics, including industrial production and the ISM Manufacturing index, have been in contraction or decline for years.
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White papersGlobal Investment Views - May 2026
Over the past few weeks, markets have been driven by higher inflation expectations, shifting central bank outlooks and contrasting news flow, all within a matter of days. This resulted in upward pressure on rates and downward pressure on risk assets in the initial part of the conflict. Most equities, including those in the US, Europe and emerging markets, have now returned close to their pre-war levels.
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White papersQ1 2026 Short Duration Commentary
Geopolitical and macro risks dominated headlines and the market landscape as the first quarter ended, driven by the Israeli and U.S attacks on Iran and their aftermath, including Iran’s response and effective closure of the Strait of Hormuz, through which approximately 20% of the…
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White papersInvestment Grade Private Credit: A Growing Force in Diversified Portfolios
Investment Grade Private Credit is becoming a strategically important and permanent part of asset allocations among both liability-driven and total return investors.
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VideoEuro Credit Market Update - Shifting investor expectations
Watch Boutaina Deixonne discuss her outlook for the euro investment-grade and high-yield corporate bond market, and where she currently sees potential risks and opportunities.
