All Commentary articles – Page 55
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White papersUS mid-term election: no red tide
Election result: The outlook for the House of Representatives (House) and the Senate remains uncertain and the situation remains fluid. Republicans are still expected to have an eventual slender majority in the House, but a Democratic majority remains a possibility.
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White papersPro-invest Group’s ESG Journey: Private Equity Real Estate Investors – overcoming the challenge of Sustainability & ESG
2017: A Giant Step Forward - Pro-invest Group had moved from its Macquarie Street offices to Hunter Street in Sydney, giving the ever-growing team easy access to Wynyard station and Harbour City.
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White papersPerformance materials: efficiency helps preserve nature
Our current take-make-waste system harms nature through excessive extraction of natural resources. Performance materials can help reduce this strain.
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White papersImpact investing: the insurance experience
TIAA’s chief investment officer and Nuveen’s head of responsible investing discuss how the General Account has built its targeted impact investing program while incorporating direct, measurable environmental and social goals across the portfolio.
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White papersHow Life Insurers Account for Realized Losses May Cause Unnecessary Pain
An accounting method long used by life insurers has come under pressure amid rising rates and wider credit spreads, potentially setting the life insurance industry up for large unrealized losses. But there may be a solution.
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White papersA Bumpy Path Ahead for U.S. Real Estate
Given how robust underlying economic fundamentals in the U.S. currently are, real estate performance could weather a mild downturn—but the near-term outlook has dimmed. The Barings Real Estate team sheds light on what’s next for the asset class.
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PodcastCould Liquid Alternatives Provide Answers?
As we continue to navigate the current challenging investment environment, we look at the aspects of various asset class categories that could provide insight. As we transition into this new regime, investor demand for diversifiers have come into focus.
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White papersAlcentra: Time to refocus on the syndicated loan market in Europe
Higher inflation, higher base rates and a repricing of the European loan market present a compelling opportunity for investors.
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White papersAn Apple (Watch) a Day, Keeps the Doctor Away
5G can play a crucial role in the health monitoring functions of wearable technology, which can make a difference between life and death.
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White papersCOP27: A Chance to Reset
Broken promises, fraught debates and a dire economic and geopolitical backdrop are precisely why we believe COP27 is so important.
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White papersHotel Review: Holiday Inn Express Auckland City Centre
Sarah Pollok stays at the Holiday Inn Express Auckland Some hotels are an experience in themselves, with lavish rooms, state-of-the-art facilities and an expensive price tag to match. Others, however, exist to simply facilitate an experience, offering a simple, safe and central place to rest your head during an overnight business trip or a busy day of exploring the city.
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White papersNot a Pivot
Inflation is resilient and rates keep rising. Our central Stagflation Shock scenario, with persistent inflation and slower growth, continues to play out, though there is mounting evidence inflation may be resistant to policy tightening. Smaller hikes would indicate success, not a pivot in central banks’ resolve.
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White papersKey Considerations When Navigating the Net-Zero Transition
Eighteen months ago, we mapped considerations for the industry’s forward path through the unfolding low-carbon transition (see Transitioning to Net-Zero Investment, April 2021). At the time, the Net-Zero Asset Owner Alliance had just added five members to their ranks, bringing the overall number of signatories to 42 owners, with a total of $6.6 trillion in assets under management. It was a crucial tipping point for net zero.
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White papersMacro Perspectives: Recession risks, stalling growth and timing policy pivots
Over the past year, central banks have taken aggressive actions to battle inflation. Our economists generally agree that inflation peaked, but they disagree on how long it may take to drop to the US Federal Reserve’s (Fed’s) targeted 2.0% level.
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White papersNew reality for investors: 5 big trends changing markets
There’s a new reality taking shape in global markets.
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Research ReportHow to account for nature’s role in the economy
In prioritising economic development, humanity has caused considerable damage to the natural world and its ecosystems. Yet a degraded biosphere will have a direct impact on growth and human welfare over the next several decades.
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White papersHow Rising Rates Are Shaping the European Real Estate Opportunity
Rapid increases in property financing costs mean property yields are now rising. The Barings Real Estate team discusses what this means for opportunities in the European real estate market.
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White papersAfter a Terrible Year for Markets, What’s Not Priced In?
It’s more or less clear where investors think the world is headed, but they are surely missing something.
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White papersDriving an equitable transition to a low-carbon economy
Rekha Unnithan and David Haddad, co-heads of private equity impact investing, and Radhika Shroff, managing director on Nuveen’s private equity impact team, were recently featured in PEI’s 2022 Impact Investing special report, where they discussed two of the most pressing issues impact investing is working to address: climate change and inequality. In the article, they explain how these challenges are exacerbated during periods of market disruption and why the two issues are closely interlinked.
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White papersESG considerations in securitised fixed income
At Thornburg, we feel a fully integrated investment approach is the most effective way to incorporate ESG factors into securitized fixed income analysis.
