All Commentary articles – Page 55
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White papersWhy living wages should be considered a driver of human capital value, not a cost
“Everyone who works has the right to just and favourable remuneration ensuring for himself and his family an existence worthy of human dignity, and supplemented, if necessary, by other means of social protection.” Article 23 of the United Nations Universal Declaration of Human Rights.
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White papersCross Asset Investment Strategy - September 2023
Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
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White papersThree Chamberlain Square, Birmingham: Climate resilience in the real world
Our Q3 real estate case study looks at climate resilience in the sector and profiles Three Chamberlain Square in Birmingham, UK, which has one of the lowest embodied carbon levels in a commercial building in the region.
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White papersThe Sprint to Year-End
As the September starting gun sounds, here’s what we are looking out for on the track ahead.
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White papersMacroeconomic and financial market forecasts - September 2023
Macroeconomic forecasts as of 1 September 2023
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White papersThe Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
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PodcastOuterblue Convictions – Global Investment Views: Divergences persist as we head into autumn
For many, September has a back to school feel about it after a long break and is often the chance for a bit of a refresh. This summer, markets certainly weren’t on holiday, as August saw corrections and volatility, whilst there was also further softening in economic data, particularly in Europe and China.
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White papersSurprise! Retail real estate is going strong
Contrary to what many believe, the retail real estate sector may offer the resilience income and growth investors are seeking. Compared to the other major real estate sectors, retail currently offers higher yields and likely less competition for investor acquisitions.
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White papersIsn’t it all just real estate? Public versus Private
Yes, REITs own commercial real estate. Yes, private real estate owns commercial real estate. But from there, their respective roles in a portfolio depart.
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White papers2023 Nuveen Natural Capital Sustainability Report
Nuveen Natural Capital is on a sustainability journey that began more than a decade ago. Our 2023 Sustainability Report describes the many achievements along the way, as well as our current work and objectives.
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White papersESG Thema #13 - Time for action: Unlocking climate finance in Africa
This paper is co-written with the African Development Bank.
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White papersCan You Hear Me Now?
Read more on how the satellite industry has the opportunity to support over five billion cell phones worldwide, enabling text and voice capabilities without the need for cellular networks.
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White papersIs the U.S. Economy Meaningfully Reaccelerating?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersStrike (Big) 3?
A potential U.S. auto strike has significant implications for the economy, earnings and inflation.
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White papersPrivate credit & private equity: Decision drivers for today’s markets
The private capital industry has seen a surge in popularity among investors seeking stability in the face of public market volatility, recession fears, and banking sector turmoil. Private capital not only provides the potential for attractive income and returns but also serves as a less correlated portfolio diversifier, generally with lower mark-to-market volatility than the public markets.
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White papersCLO equity: Where does it fit in investor allocations?
Choosing the right “bucket” for CLO equity is critical for investors seeking to optimize portfolio allocations
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White papersIs China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two years. This figure raised concerns that falling prices would lead consumers to delay spending in an already weakening economy. However, in our view, the data is not a harbinger for prolonged deflation.
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White papersDecarbonising the energy infrastructure ecosystem
Since launching Nuveen’s North American energy infrastructure credit platform in November 2022, Don Dimitrievich spoke with PDI about the compelling opportunity for infrastructure debt lending in North America, and why he believes managers who understand the entire energy infrastructure ecosystem, and have experience investing through credit cycles, will be best positioned to deliver the most attractive risk-adjusted returns for investors.
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White papersLights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.
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WebinarWhat Awaits Us This Autumn?
As investors head towards the last quarter of the year, the global outlook hinges on few relevant themes. Join us on Thursday 7 September, where Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Institute, and Ken Taubes, Chief Investment Officer, Amundi US, will talk about these issues and the opportunities they will generate for investors.
