All Commentary articles – Page 81
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White papersU.S. investors pause amid economic turmoil
Despite reduced liquidity and jittery real estate markets in North America, roundtable participants say opportunities remain in sectors with clear structural tailwinds.
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White papersNavigating choppy conditions with new technologies
Nuveen Real Estate’s Jeanne Casey says proptech is as important as ever in a challenging macro environment, with the sector set to emerge stronger than before.
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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 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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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 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 papersNew reality for investors: 5 big trends changing markets
There’s a new reality taking shape in global markets.
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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.
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White papersThinking like a business owner
The recent global backlash to the UK government’s tax-cutting plans – along with geopolitical uncertainty, energy security concerns in Europe and ongoing tension between inflation and interest rates – has added significantly to this year’s equity market volatility.
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White papersCan real estate investment help narrow geographical inequalities in wealth?
The wealth gap between the wealthiest and poorest is significantly bigger in the UK than other advanced economies. Why? And can real estate investment help fix it?
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White papersSustainable investments in Emerging Markets
The lack of data is often the reason why professional ESG analysis of companies and countries has so far focused on the industrialised countries. This is currently changing and more and more ESG funds with a focus on Emerging Markets are being launched. Jürgen Maier, Emerging Markets expert at Raiffeisen Capital Management in Vienna, explains the challenges and opportunities associated with ESG investments in Emerging Markets.
