All Global articles

  • Fitting the Puzzle Pieces Together
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    Fitting the Puzzle Pieces Together

    7 August 2025 By Neuberger Berman

    A pivotal week for economic data, earnings, trade and tariffs has provided support for our constructive medium-term view on the fundamentals of risk markets, although the second half of 2025 will pose challenges with some anticipated softening in the economy and lingering uncertainties around inflation, policy and geopolitical risk.

  • Exploring non-fund investments in private real estate
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    Exploring non-fund investments in private real estate

    7 August 2025 By UBS Asset Management Europe - Real Estate

    Heightened market volatility and macro uncertainty present both risks and opportunities. Adverse economic cycles, market dynamics, and geopolitical shifts weigh down property values and rental income. When these risks and liquidity constraint persist, market dislocations often lead to compelling opportunities.

  • Decoding Key SIgnals in the Relative Prices of Precious Metals
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    Decoding Key Signals in the Relative Prices of Precious Metals

    6 August 2025 By Neuberger Berman

    We believe the interplay among the prices of precious metals has important implications for constructing resilient, full-cycle commodity portfolios.

  • Enhancing Insurance Portfolios Through Private & Alternative IG
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    Enhancing Insurance Portfolios Through Private & Alternative IG

    5 August 2025 By Barings

    How can insurers enhance spread and improve capital efficiency in today’s credit markets? Patrick O’Sullivan joined the InsuranceAUM.com podcast to explore opportunities across CLOs, commercial mortgage loans, portfolio finance, and private ABS.

  • High Yield- Tariffs, Tensions & Tactical Shifts
    Podcast

    High Yield: Tariffs, Tensions & Tactical Shifts

    5 August 2025 By Barings

    Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicated loans today.

  • Moment of clarity August macro and asset class views
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    Moment of clarity: August macro and asset class views

    5 August 2025 By UBS Asset Management

    There’s a well-worn investing cliché that “markets hate uncertainty.” While often repeated, it’s somewhat tautological – uncertainty is intrinsic to investing, and a wider distribution of outcomes naturally demands higher risk premia. What’s less mentioned, however, is the inverse: markets love a reduction in uncertainty, even when the resolution of that uncertainty is not ideal.

  • 2024 Stewardship Annual Report
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    2024 Stewardship Annual Report

    5 August 2025 By Allspring Global Investments

    Read about Allspring’s stewardship efforts in this year’s annual report. We aim to advance the financial, operational, and sustainability performance and risk management of investee companies for years to come.

  • Screenshot 2025-08-04 at 10.10.46
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    Why REITs Can Escape Trade Uncertainty

    4 August 2025 By Hazelview Investments [Real Estate - North America]

    In our 2025 Global Outlook Report, we identified one of the year’s defining challenges for investors: navigating an increasingly complex and volatile macroeconomic environment. Now, as we approach midyear, those concerns have not only materialized-they’ve intensified.

  • Global Investment Views - Deal or no deal, expect twists and turns this summer
    Podcast

    Global Investment Views - Deal or no deal, expect twists and turns this summer

    1 August 2025 By Amundi

    With summer well underway in Europe, many may be on holiday, but this hasn’t done anything to slow the newsflow. In particular, announcements from the US are keeping analysts busy. Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, get together to work out what the latest developments mean for the markets and share their investment views for growth, inflation and asset valuations.

  • Why REITs Can Escape Trade Uncertainty
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    Why REITs Can Escape Trade Uncertainty

    31 July 2025 By Hazelview Investments (Real Estate - Homepage)

    With over 25 years of experience managing real estate through every kind of market cycle, Hazelview Investments knows where to look when conditions get tough. Our latest whitepaper, Why REITs Can Escape Trade Uncertainty, unpacks why real estate investment trusts remain one of the few asset classes built for resilience in a high-volatility, high-risk landscape.

  • 2025 Global Public Real Estate Outlook Report
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    2025 Global Public Real Estate Outlook Report

    31 July 2025 By Hazelview Investments (Real Estate - Homepage)

    In last year’s outlook report, we anticipated that REITs were on the verge of takeoff in 2024. By summer, REITs hit the inflection point we were anticipating, and investor sentiment improved significantly towards the asset class. However, more cautious commentary during the Federal Reserve’s December meeting around future rate cuts led to a sharp market pullback in the final weeks of 2024. Despite this, global REITs ended the year with a mid-single-digit positive return. 

  • Global Equities- The Rise of New Market Leaders
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    Global Equities: The Rise of New Market Leaders

    31 July 2025 By Neuberger Berman

    We are upgrading Japan to overweight as our concerns about a stronger yen abate and while we continue to be positive about corporate reforms and the end of deflation in Japan. We maintain our recommended overweight exposures to Europe and China. On the style front, we reaffirm our preference for value over growth, and small caps over large caps in the U.S.

  • 2024 Global Public Real Estate Outlook Report
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    2024 Global Public Real Estate Outlook Report

    31 July 2025 By Hazelview Investments [Real Estate - Europe]

    We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.  

  • REITs 101- Unlocking the Value of Public Real Estate
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    REITs 101: Unlocking the Value of Public Real Estate

    31 July 2025 By Hazelview Investments [Real Estate - Europe]

    In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection. We also touch on the role of active management within the REIT space, highlighting how it can potentially outperform passive strategies, particularly in today’s climate of economic volatility and sector-specific opportunities.

  • hero-the-future-of-nuclear-energy-1440x480px
    White papers

    The future of nuclear energy: Fact, fiction and fission

    31 July 2025 By Capital Group

    What role should nuclear power play in the energy mix? Answers to this question have differed across countries and over time. Though policies and uptake across the globe remain varied, there’s now growing interest in both established and new reactor technologies – even in some countries that have historically been wary. 

  • ESG Annual  Report 2025
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    ESG Annual Report 2025

    30 July 2025 By NTR

    Welcome to our seventh annual Environment, Social and Governance (ESG) Report, covering the 12-month period to March 2025.

  • Built for shifting times- Asset Management in a new era
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    Built for shifting times: Asset Management in a new era

    30 July 2025 By UBS Asset Management

    The only constant in asset management is change - rarely has this statement felt more relevant than it does today. We are living through a period in which markets, politics, and investor behavior are all shifting simultaneously. As one of our clients recently put it: “It’s not the volatility that worries me – it’s that everything is moving at once.” From central bank policy to geopolitical alliances, from inflation dynamics to innovation, asset managers and sovereign institutions are navigating a world in flux. At UBS Asset Management, our role is not just to respond to this environment – but to support clients in responding with clarity and discipline.

  • Soaring to new heights Top 10 with… Interview with David Kozlicki
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    Soaring to new heights Top 10 with… Interview with David Kozlicki

    29 July 2025 By UBS Asset Management

    The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.David Kozlicki, Head of Unified Global Alternatives (UGA) – Real Estate, discusses how the business is responding to these shifts by offering diversified investment opportunities, adaptive solutions and strategic partnerships. By leveraging their global reach and expertise, how does UGA – Real Estate aim for optimal asset control and sustainable growth in a volatile market?

  • Top 10 with… Interview with David Kozlicki
    White papers

    Top 10 with… Interview with David Kozlicki

    29 July 2025 By UBS Asset Management Europe - Real Estate

    The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.David Kozlicki, Head of Unified Global Alternatives (UGA) – Real Estate, discusses how the business is responding to these shifts by offering diversified investment opportunities, adaptive solutions and strategic partnerships. By leveraging their global reach and expertise, how does UGA – Real Estate aim for optimal asset control and sustainable growth in a volatile market?

  • The Art of Diversification  effective portfolio creation in real estate
    Video

    The Art of Diversification: effective portfolio creation in real estate

    28 July 2025 By Federated Hermes

    In our latest video, Vincent Nobel outlines why modern portfolio theory – as outlined in Markowitz’s seminal 1952 essay – has limited practical application in private markets, and instead lays out an alternative approach to diversification that is better suited to real estate and private credit.