All Commentary articles – Page 6
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White papers10 themes for private assets in 2026
A resilient but uneven backdrop favours private markets. As liquidity solutions and transparency improve and deal flow recovers, privates will increasingly compete with listed markets – but outcomes will hinge on sector selection, execution and capital‑structure design.
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White papersHelping small and mid-sized businesses navigate the current economic landscape
Small and mid-sized businesses (SMBs) are being squeezed from all sides. Tariffs are driving up input costs, inflation is eroding margins, and shifting federal and state regulations are adding new layers of complexity. These aren’t abstract trends or distant possibilities; they’re real pressures unfolding in real time, and the forces behind them are reshaping how SMBs operate day to day.
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White papersRisk Assets: Dispersion Trumps Directionality
2026 was unlikely to be a year for broad market beta. The Middle East conflict and the AI-driven sell-off have now made that case impossible to ignore.
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White papersDemystifying Hybrid Clean Power Generation Projects
Hybrid generation projects are becoming an increasing feature of the clean energy transition, so we asked Kevin Ryan, Senior Director Investments in NTR for his insights on what they are and key considerations for successfully investing in them.
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WebinarPlayback | How to navigate market volatility sparked by the Iran war?
During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Silvia Di Silvio, Senior Cross Asset Macro Strategist, Amundi Investment Institute explored likely economic outlooks and the implications for different asset classes in light of recent events in the Middle East and the resulting increase in market volatility.
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White papersMarket Commentary: Looking across the valley
If the Iran war does not derail it, the US economy should remain strong.
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White papersAsia ex-Japan outlook 2026: A tale of two markets
China and South Korea, two of Asia’s most dynamic markets, have fared very differently in 2026. In this three‑part video series, James Cook, Investment Director – Emerging Markets, outlines which sectors the Asia ex-Japan team think are poised to outperform this year, and how to navigate the risks ahead. Notwithstanding the recent Middle Eastern conflict-related EM sell-off, the team retains conviction in the potential for continued outperformance in 2026.
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White papersGalloping across the digital bridge: Rural Asia’s Fire Horse transformation
For years, the prevailing story about rural Asia was one of a stubborn digital divide; remote villages seemingly stuck far behind the glittering megacities. Today, that story is being rewritten, says Vikas Pershad, Portfolio Manager, Asia Pacific Equities. He reveals how, across Asia’s hinterlands, a digital bridge is rapidly connecting rural communities in ways few imagined possible.
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White papersFive themes shaping global real estate in 2026: European investors’ perspectives
European investors are navigating a more attractive entry point into global real estate as repricing stabilizes and capital markets gradually improve. Structural themes such as logistics demand, demographic shifts, and sustainability are expected to shape allocation decisions heading into 2026.
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White papersThere Will Be NO AI Jobs Apocalypse
Fears of a job apocalypse caused by AI tools are overstated. While there almost certainly will be disruptions to workers, they are likely to be focused on workers with discrete output — operation or work output that results in binary outcomes. Job losses in those segments could be sizable, in our opinion. However, we would expect that job losses in those areas would be replaced by job gains in other sectors.
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White papersCommercial real estate in the age of AI
Artificial intelligence is poised to reshape commercial real estate by increasing demand for data centers, digital infrastructure, and energy-intensive facilities. At the same time, AI-driven analytics could improve property management, leasing strategies, and operational efficiency across real estate portfolios.
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Asset Manager NewsCharter Hall welcomes Amazon to Flagstone Logistics Estate in Brisbane
Charter Hall Group (Charter Hall or the Group) is pleased to announce that it has partnered with Amazon within its Flagstone Logistics Estate (Flagstone or the Estate), joining Bunnings and DATS at the premium industrial & logistics estate in North Maclean, Queensland.
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White papersSeniors Housing Market Perspective
The seniors housing sector continued to post solid revenue and NOI gains through the fourth quarter, extending the upward trajectory established over the past several years. Move-ins once again exceeded resident turnover, driving net absorption to a level nearly twice the long‑term average.
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White papersEssential Housing Research Perspective
Essential housing performance, in aggregate, was modest during 2025. Demand remained positive, albeit slowing throughout the year. New supply seemingly peaked and began to roll off. Overall, average vacancies continued to rise in the EHF segment while average market rent growth decelerated materially.
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White papersThe New Old Cycle
U.S. economic data, delayed by the prolonged fourth-quarter federal government shutdown, are slowly catching up to pre-shutdown release schedules and are revealing a mixed view of overall economic strength.
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Asset Manager NewsPBSA: DEA Capital Real Estate, Invesco Real Estate and Banque des Territoires Joint Venture Accelerates Growth in 2026
Paris, 10 March 2026 – Just over a year after its launch, the platform dedicated to student housing created by DeA Capital Real Estate and Invesco Real Estate, and supported by Banque des Territoires, has reached an important milestone.
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White papersWhy Are Holidays More Expensive?
A Deep Dive for Consumers and Infrastructure Investors
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WebinarPlayback | Implications of US-Israel strikes on Iran
During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Didier Borowski, Head of Macro Policy Research explored potential scenarios, assessed the outlook for energy markets and inflation, and examined the regional and cross-asset implications for investors.
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White papersFrom Transition to Physical Risk: Rethinking Portfolio Management
Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management. Transition risk has dominated, with portfolio decarbonization anchored in standardized carbon intensity metrics and, more recently, complemented by measures of green intensity.
