All Commentary articles – Page 86
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White papersUpside potential: The case for European real estate
With healthy fundamentals and attractive valuations, European real estate securities, in our opinion, are positioned to deliver meaningful relative real returns despite rising interest rates and slower growth.
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White papersJust What Will Break First?
Tighter policy will eventually tame prices, but it’s still hard to see a U.S. recession anytime soon.
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White papersMore China Lockdowns May Bring More Slowdowns
China’s zero-COVID policy should be a significant headwind to growth, with its impact likely weighing more on consumption than production. Nevertheless, more logistical delays could disrupt manufacturing activity in the months ahead and add to global inflationary pressures.
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White papersESG Thema #9 - Engaging on Human rights: Identifying risks and promoting best practices
This paper is the first of our ESG Thema series on social issues. The “S” pillar of ESG investing is increasingly on the agenda of investors, alongside environmental issues, as they have come to recognize the materiality of social risks. The first topic we will tackle as part of this series is that of respect for human rights, specifying how investors can integrate these fundamental rights in their investment and engagement strategies.
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White papersReal Assets House View
Predicting the future isn’t easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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White papersReal Estate Investing in an Uncertain Environment
Significant inflation uncertainty is one of the key challenges for investors in early 2022, along with opportunities for economic recovery post pandemic and a greater emphasis on people’s well-being.
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White papersIs now the right time to invest in commercial real estate (CRE) debt in the U.K.?
Based in London, Christian oversees the origination, portfolio management and business development activities for Nuveen Real Estate’s debt platform in Europe. Here, Christian gives his view on why now is the right time for investors to engage in commercial real estate (CRE) debt in the United Kingdom.
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White papersSustainable Global Equity Report, Q1 2022
In this latest update on the Sustainable Global Equity strategy, fund manager Martin Todd asks: Is ESG inflationary?
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VideoTop 3 reasons to invest in real estate
There are many benefits of investing in real estate. With well-chosen assets, investors can enjoy predictable cash flow, strong returns, and diversification amongst other benefits.
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White papersCautious, Not Bearish
Investors may want to position for persistent volatility as growth begins to slow, but we still believe earnings growth supports the case for equities.
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White papersAdopt a Gold Standard for Your Sustainable Investments
From escalating climate threats to growing social challenges, the impetus for creating a more sustainable world has become impossible to ignore. But we can’t rely on governments and philanthropy to solve the problems. Investors have an important role to play by supporting private sector efforts to address the issues that will redefine life on earth for decades to come.
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White papersFrench election: markets complacent for Macron victory, but game is not yet won
The first round of the Presidential elections in France took place on Sunday 10 April and the result confirmed the general picture that commentators had anticipated in the weeks leading up to the vote. Incumbent President Emmanuel Macron will face off against National Rally leader Marine Le Pen in the second round, scheduled for 24 April.
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White papersFixed Income Investment Outlook: 2Q 2022
Global growth uncertainty has accelerated while inflation appears likely to persist. Still, we anticipate neither recession nor stagnation; moreover, central bank tightening expectations have likely peaked, potentially normalizing interest rate volatility and supporting spread sectors.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle.
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White papersMarket snapshot: Fed ramps up policy response to runaway inflation
US central bank to begin speedy reduction of its balance sheet as officials lean towards 50bps rate rises this year
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White papersHoping for the Best, Preparing for the Worst
We’ve officially embarked on a very peculiar tightening cycle—one in which inflation is at levels more associated with the peak of the hiking cycle, and not the start.
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White papersHotels a better investment bet than logistics: Pro-invest
Fund manager Pro-invest has tipped the hotel sector to outperform the booming logistics market over the coming years on the back of a resurgence in accommodation take-up, after securing up to $200 million from institutional investors for its latest hotel fund.
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White papersCredit markets: more attractive valuations but we remain cautious
Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe. We remain cautious and more constructive on US credit markets relative to euro markets.
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White papersMacroeconomic Picture - April 2022
United States: the increase in energy and commodity prices, which is pushing inflation higher, is negatively impacting the US consumer, both in terms of confidence and spending. At the same time, companies’ capex intentions remain high, suggesting that while US consumption may be decelerating, capex should remain resilient to the Ukraine war confidence hit.
