All Commentary articles – Page 9
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White papersInfrastructure Outlook: Accelerating Growth, Embedded Resilience
As the definition of infrastructure expands, supportive financial conditions and powerful secular trends are setting the stage for sustained growth. Learn more in Brookfield’s 2026 Infrastructure Outlook, featuring insights from Infrastructure CEO Sam Pollock.
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White papersReal Estate Outlook: Investing Through the Next Cycle
The real estate recovery is underway, with opportunities across key sectors—housing, logistics, data centers and hospitality—and an active credit market supporting a rise in transactions. Learn more in Brookfield’s 2026 Real Estate Outlook, featuring insights from Real Estate CEO Lowell Baron.
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White papersGlobal Risks Outlook 2026: Cloudy with a Chance of Boom
Heading into 2026, investors face a shifting landscape shaped by economic, policy, and geopolitical risks that cut across asset classes. Understanding these forces is essential to interpreting the environment ahead. In this Global Risks Outlook, we outline the macro forces that may influence 2026, including labor-market pressures, ongoing trade policy unpredictability, evolving AI-driven investment trends, and a complex geopolitical backdrop.
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White papersDecember ECB meeting: Still in “a good place,” with a focus on optionality
The ECB maintains flexibility, balancing easing inflation with cautious forward guidance.
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White papersAI’s growing economic footprint: A new era for markets
AI adoption is accelerating productivity and investment, marking a structural shift in market dynamics.
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White papers2026 Investment Outlook
Our latest Outlook report offers actionable insights into global markets
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White papersQ1 2026 Private Markets Outlook
In our view, the opportunity set for Private Market strategies remains deep. Within the sub-sector of Private Credit, we continue to hold a ‘Positive’ outlook.Investor appetite for private credit remains strong, thanks to its stability, yield premium, and consistent income, but deployment challenges and rising regulatory scrutiny are shaping the landscape.
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White papersKey Investment Themes 2026: Our roadmap for the new investment landscape
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs and concerns over fiscal dominance and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
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White papersFor Utilities, AI Poses Questions of Capacity and Affordability
The data center buildout is helping drive electricity demand, utility capex and issuance, but it is also fomenting risks tied to regulation and stranded generation capacity.
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White papersPremier Miton Diversified Investment Team outlook
How does the Premier Miton Diversified Investment Team view the outlook for stock markets in 2026?
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White papersIPOs aren’t dead, they’re just napping…
It would be a massive understatement to say that the IPO market has seen fluctuations over the past five years. Only four short years ago, US markets experienced a record-breaking 1,035 IPOs, driven largely by the near-zero interest-rate market environment.
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White papersInsights from the Asia Pacific Real Estate Market
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
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White papersEuropean Private Loans: A Deep, Diversified, Quality Asset Class
European private loans provide investors with an opportunity to finance market-leading companies at the core of Europe’s economy.
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White papersAbove and below the radar: Five themes for 2026
The outlook for growth, inflation and rates remains unsettled, but compelling opportunities exist. From U.S. large caps and private credit continuing their momentum, to potential turnarounds in municipals, real estate and private equity. Discover five investment themes to watch in 2026, including less-discovered areas like alternative credit markets and second-derivative AI plays.
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White papersCould Growth and Markets Fly?
Irrespective of whether the Federal Reserve cuts rates this week, we expect rates to fall, stimulating a reacceleration in the economy and supporting the prospects for risk assets.
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White papersEconomic outlook: Less uncertainty, healthy growth
If 2025 was the year that tariff-induced uncertainty upended the outlook for the global economy, 2026 could be the year that things come back into focus.
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White papersOperational Real Estate in Europe: Sectoral Insights & Market Focus
In our first paper on Operational Real Estate (OpRE), we summarised the necessary skills that investors require in order to effectively manage OpRE investments. We concluded that a blend of real estate expertise and traditional private equity knowledge was required to select and acquire OpRE assets.
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VideoNeuberger Berman Private Markets: Q3 2025 Preliminary Valuation Summary & Analysis
For Q3 2025, based on preliminary analysis, Neuberger Private Markets currently anticipates that buyout funds (including growth equity) will increase in value by an average of 1.2% in USD. Similarly, venture capital funds are expected to increase in value by an average of 4.4% in USD, albeit with a much wider dispersion than the buyout sample.
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White papersStewardship 2026 Outlook:A systemic shift in a changing world?
The coming year will bring both challenges and opportunities. Artificial intelligence, the climate transition and the shifting sands of geopolitics will all play an outsize role but in 2026, investor stewardship will increasingly focus on systemic economic risks and opportunities alongside the financial performance of individual investments. For universal owners – those widely invested in the economy with long-term horizons – absolute returns will matter and not just relative performance. This means stewardship needs to extend beyond corporate engagement to include active participation in shaping policy and market best practices that create environments for companies to grasp opportunities sustainably and grow profitably.
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Asset Manager NewsActis launches new Latin American hyperscale data center platform, TERRANOVA, To Accelerate Latin America’s Digital Expansion
SÃO PAULO & LUXEMBOURG, 2 December 2025: TERRANOVA, a new hyperscale data center platform established by Actis, a leading growth market investor in sustainable infrastructure, and part of General Atlantic, a global investment leader, today announced its official launch in Latin America. TERRANOVA’s mission is to power the region’s next phase of digital growth, building energy-efficient and customer-focused data centers that meet the rising demand for AI and cloud infrastructure across Brazil, Mexico, and Chile.
