All Commentary articles – Page 6
-
White papersSolving for 2025: Mid-Year Scorecard
At the end of 2024, our CIOs sat down to discuss the five key themes they expected to impact markets. At mid-year, we assess how those have played out so far.
-
White papersWill Policy Clarity Spark a New Wave of Economic Growth?
While tariff uncertainty continues to linger, the passage of the One Big Beautiful Bill provides business leaders with long-awaited policy clarity that may provide a boost to capital expenditure.
-
White papersAsset Allocation Committee Outlook: 3Q 2025
That was a tumultuous quarter. Since April, the global economy and markets have faced the U.S. administration’s erratic tariff policy, broader trade tensions, fiscal concerns and flare-ups in geopolitical risk, all resulting in widespread volatility and economic uncertainty. And while many of these catalysts may ultimately have material economic and financial impacts, both macro data and risk markets have shown notable resilience, and “looked through” this uncertainty, a theme that we introduced in our last quarterly outlook.
-
White papersPrivate Markets Investment Outlook Q3 2025: How to navigate uncertainty
Amid persistent uncertainty related to ongoing trade and geopolitical tensions, the return and resilience potential of private markets, driven by a combination of structural and cyclical factors, has arguably never been more valuable for investors – but selectivity and diversification remain key.
-
White papersClear skies ahead: Japan’s structural renaissance
Japan is undergoing a transformative moment that positions it as one of today’s most compelling investment opportunities. The temporary nature of trade tensions stands in contrast with a powerful combination of strong domestic-led growth and sweeping corporate governance reforms that are reshaping the economy. With valuations sitting well below both historical averages and global peers, investors now have a rare opportunity to invest in Japan’s structural transformation.
-
White papersScenarios for a fragmented world
The world is at a geopolitical crossroads, as one of the major pillars of the existing global order—the United States—has begun to question the foundational assumptions of that system. Although the global order began to unravel following the 2008 financial crisis, successive US administrations—including President Biden’s—sought to uphold the existing framework through traditional alliances.
-
White papersFive insights on what is driving innovation in China
From electric cars to artificial intelligence, Chinese companies continue to innovate and scale at a rapid pace despite trade restrictions.
-
White papersThe case for investing in Saudi Arabia
Saudi Arabia is rapidly evolving into a dynamic and diversified economy, benefiting from strong reform momentum, favorable demographics, rising foreign direct investment, and a government committed to diversifying the economy. Today, Saudi Arabia presents a differentiated and compelling investment opportunity for global investors seeking higher income and diversification.
-
White papersScaling for success: creating value in mid-market infrastructure
In the mid-market infrastructure market, scaling a business into a fully functional institutional platform and capturing the associated scale premium are powerful drivers of value at exit. Among value-add approaches, buy-and-build can unlock significant growth. Over the past decade, InfraVia has consistently scaled platforms through a balanced combination of organic growth (CAPEX) and acquisition-led expansion (M&A).
-
White papersThe evolution of Real Assets and the key to overcoming growing complexity
Real assets fund managers are pursuing ambitious growth targets the coming years to stay ahead of competitors in today’s market, however, they are also facing increasing complexity in their operations and reporting requirements to support such growth ambitions.
-
White papersThe case for growth markets infrastructure
We firmly believe that the global investment landscape is being shaped by three mega-trends: decarbonisation, digitalisation and deglobalisation. These trends are generating what we think are strong opportunities to invest in critical, essential service sustainable infrastructure.
-
White papersOpportunity Amidst Uncertainty
Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
-
-
White papersJune jobs report: Tighter immigration policy complicating the outlook
June’s U.S. jobs report showed stronger-than-expected gains, but a shrinking labor force—driven in part by tighter immigration policies—is complicating the broader economic outlook. This dynamic could challenge the Fed’s policy path moving forward.
-
White papersA market guide to deregulation
Deregulation is emerging as a potential counterbalance to rising trade barriers and political uncertainty in the U.S., with pro-growth policies expected to support economic momentum. Sectors like energy, industrials, financials, and small caps—most sensitive to regulatory changes—stand to benefit the most.
-
White papersElectric Vehicle transition: poised to move through the gears
Early market optimism on the electric vehicle (EV) transition has faded over the last two years as growth rates in Europe and the US have stalled. Today we can see a three-speed global EV market: China is surging ahead, Europe is showing renewed momentum, and the US is stuck in the slow lane.
-
White papersKeep calm and carry on? The ISA Outlook 2025, six months in
In a recent conversation, Dominic Silman and Brian Klinksiek revisited LaSalle’s ISA Outlook themes amid 2025’s rapidly developing and unpredictable geopolitical and macroeconomic climate.
-
White papersQ&A with Global CEO Mark Gabbay
Real estate: The world’s simplest, most complicated asset class
-
VideoGlobal REITs Update – Q1 2025
In our video update for the 1st quarter of the 2025 calendar year, Portfolio Manager, Marco Colantonio covers key developments in the Global REIT sector and market insights
-
White papersUnexpect the Expected – The World According to Trump
The dramatic changes to U.S. tariffs settings challenges the financial market’s Trump pro-growth market narrative which heralded the start of 2025. Instead, investors now face conditions which look likely to invoke a global economic slowdown, if not recession, with significant pressure on corporate earnings from higher costs together with unsettled consumer demand and production patterns.
