All Debt Markets articles
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White papersReal assets in focus: What does the data say? Our monthly data-inspired series
In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.
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European infrastructure debt – navigating new challenges
Particularly during the height of the Covid-19 pandemic and ensuing lockdowns, infrastructure debt proved to be resilient as an asset class. Despite lockdowns shutting down businesses and many aspects of society, specific sectors such as renewables, telecommunications and utilities continued to perform through the provision of essential services.
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European Real Estate Debt: Why Now?
Against a backdrop of decades-high inflation and rising rates, real estate debt is worth considering—especially given the potential for attractive returns, duration risk mitigation, and diversification.
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How to overhaul Europe’s outdated budget rules
Europe’s budget rules are in dire need of an overhaul. A new regime of higher inflation means the European Central Bank cannot on its own support growth or prevent fragmentation. But governments are hampered by fiscal constraints that are too simplistic and which, after years of breaches, lack credibility.
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Goodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
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*Global tensions: Investment strategies for uncertain markets*
Geopolitical tensions and economic uncertainty are threatening market stability, yet many investors remain unprepared for the challenging times ahead. Private markets and private debt offer an attractive alternative.
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Transition To a Net-Zero Carbon Economy: How Insurers Contribute To Green Finance Via Sustainable Bonds
The sustainable bond market recorded another tremendous year of growth in 2021, with €960 bn of bonds issued. This represents an increase of 80% vs 2020. This strong market expansion is being driven by institutional investors, for whom combating climate change and seeking positive social impacts have become strategic challenges.
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*Private market assets: the new funding stream that’s here to stay*
Private market assets have transformed the investment landscape in the 14 years since the global financial crisis.
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The Widening Appeal of Private Placements & Infrastructure Debt
Illiquid asset classes like private placements and infrastructure debt can offer investors incremental risk-adjusted returns, as well as a number of other compelling competitive advantages.
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Senior Loans Investors Can Rise To The Challenge Of Competition
How meaningful ESG targets, robust credit selection in mid-caps and inflation mitigation can add value.
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A word with our expert on green bonds
‘The green bond universe is an attractive alternative to conventional debt’
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Private assets: returns, diversification, and sustainability
Change is a powerful force in the world of investment. The long-term changes we face now can best be represented by the powerful themes underlying the Age of Transformation: climate change, demographics, and innovation. However, we are also in the midst of shorter-term changes that can have huge repercussions on our investment choices: inflation, an energy shock, tighter monetary policy, to name a few.
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Inflation: considerations for real assets
Inflation concerns have been front and centre in conversation for global investors and consumers alike in recent months. Since the beginning of the pandemic, supply-side constraints in the face of strong demand have created disequilibrium, driving inflation higher, and now the conflict in Eastern Europe will likely exacerbate that risk by boosting commodity prices further.
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Is 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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Building resilience with real estate debt
Direct lenders make loans secured by the underlying real estate assets to experienced real estate sponsors. Lenders have the ability to offer more flexible terms not available in the commercial mortgage-backed securities market.
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Credit Where Credit’s Due - The Role of Real Estate Credit
Real estate debt is playing an increasingly important role in real assets portfolios, say CBRE Investment Management’s Isabelle Brennan, Todd Sammann, Emma Huepfl and Dominic Smith
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Loomis on Loans – Q1 2022
A quarterly look at data and topics in the syndicated loan market.
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Integrating ESG analysis into infrastructure debt investments
There is clear evidence that society needs to invest in a lower carbon future and ensure future growth is attained more sustainably. Concurrently, the effects of the pandemic on many companies and government balance sheets have been severe.
