All Commentary articles – Page 7
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White papersGlobal market perspectives 2Q 2026: Hope for the best, ready for the worst
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
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White papersReal Estate: Iran war update
The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains – as well as being a human catastrophe. We assess the likely impacts of the war on European real estate and consider the specific impacts on real estate sectors.
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White papersAI’s return on investment debate: two simple questions
Over the past decade, spending on artificial intelligence (AI) has represented one of the largest waves of private investment in modern history.
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White papersShifting war realities affect markets
Oil price and equity movements over the past weeks suggest how quickly markets can shift from an overly pessimistic to an overly optimistic scenario and vice versa. This reinforces our view that investors should maintain long-term convictions and avoid areas of high concentration risks.
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White papersLarge Caps—Big Opportunity
Valuations in U.S. large cap stocks have fallen meaningfully, creating attractive, cross-sector opportunities. De-escalation in the Middle East conflict only supports this.
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PodcastHealthcare equities: Healthier prospects in 2026
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should create a much more investable environment.
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White papersBiotechs and the potential AI advantage
AI won’t replace biotech — it will supercharge it.
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White papersEquity Outlook: Middle East War, Energy Shock Test Fragile Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape.
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Asset Manager NewsNew $1.2 billion Institutional Mandate
Charter Hall Group (ASX: CHC) today announces the onboarding of a $1.2 billion diversified direct property mandate with an existing institutional client. The details of the portfolio are confidential.
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Asset Manager NewsCharter Hall partners with ING on 10-year lease commitment for its Australian HQ in prime Sydney CBD workplace
Charter Hall Group (Charter Hall or the Group), on behalf of ownership partners CPOF and its JV partner, is pleased to welcome ING Bank Australia (ING) as a new tenant customer to its $600 million Premium office asset located at One Shelley in Sydney, with the leading global financial institution signing a 10-year lease.
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White papersUnlocking value in battery storage
Energy storage is now integral to the evolution of modern grid infrastructure, its rapid rise driven by the transition to renewables and increasing electrification. Batteries are central to clean energy transitions, underpinning COP28 goals… Read our latest white paper on the growing role of energy storage in grid infrastructure today.
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White papersCrisis highlights diversification
The year-to-date has been characterised by a series of geopolitical events. While markets largely shrugged off the US military action in Venezuela, the war in the Middle East triggered a sharp rise in energy prices, with knock-on effects across global markets.
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White papersPrivate Assets in Portfolios: Reassessing the Strategic Case
The private credit industry has been under intense focus in the early months of this year, with questions being raised about its role in portfolios. The Achilles heel of the industry has always been the charge that it is untested, at least in its present form, in a default cycle. Do recent developments mark such a fear coming to fruition?
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White papersGlobal Macro Outlook: Second Quarter 2026
US foreign policy became the key variable for financial markets in the first quarter. As the Middle-East conflict expands, oil price shocks could become stagflationary, but it’s too early to know the magnitude. Our base case is that the global economy will remain resilient to this shock—as it has to many others this cycle.
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White papersFour scenarios for the future of AI
Artificial intelligence continues to evolve at a rapid pace. Models are improving, computing costs are easing and companies are beginning to report tangible efficiency gains.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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White papersMacro Outlook Q2: The economy and markets
Global growth is holding up, inflation is cooling, but geopolitical risks are adding a layer of complexity that investors can’t ignore. From the ripple effects of elevated oil prices to what central banks do next, the economic picture heading into the rest of 2026 is full of nuance. Nuveen’s latest outlook cuts through the noise with clear, grounded analysis to help you make sense of what’s happening and what it means for your portfolio. Read the full update to stay ahead of what matters most.
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White papersMacro Outlook Q2: Best ideas across asset classes
From equities and fixed income to real estate and infrastructure, knowing where to find value in today’s market takes more than a broad view. It takes conviction. Nuveen’s investment leaders share their best ideas across asset classes, offering a grounded, practical look at where they see the most compelling opportunities right now. Explore the full section to see where we’re putting our highest conviction to work.
