All Global articles – Page 10
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White papersEM in trade finance: unmet demand and alpha potential
Emerging markets provide an ideal investment environment for trade finance, connecting underserved areas with a vital source of alternative capital, while potentially offering investors a compelling mix of risk and return.
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White papersThe Current Opportunity in REITs
Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.
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White papersBond markets lean into income as growth moderates
As global trade tensions persist and economic growth moderates, fixed income markets face both challenges and opportunities. While tariff-related uncertainty continues to weigh on growth prospects, historically attractive yield levels across fixed income sectors offer compelling entry points for investors. The U.S. Federal Reserve and other global central banks are poised to implement rate cuts, creating a supportive environment for fixed income returns despite ongoing market volatility.
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White papersWhy REITs Can Escape Trade Uncertainty
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.
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White papers2025 Global Public Real Estate Outlook Report
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.
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White papersAsset Allocation Committee Outlook: 3Q 2025
That was a tumultuous quarter. Since April, the global economy and markets have faced the U.S. administration’s erratic tariff policy, broader trade tensions, fiscal concerns and flare-ups in geopolitical risk, all resulting in widespread volatility and economic uncertainty. And while many of these catalysts may ultimately have material economic and financial impacts, both macro data and risk markets have shown notable resilience, and “looked through” this uncertainty, a theme that we introduced in our last quarterly outlook.
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VideoFive Great Themes for Long-Term Equity Investors
Headlines might suggest that there’s a lot of risk in the world, but for a long-term investor, there’s also a lot of opportunity. [Here are] five things that you can think about.
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White papersA brief history of US protectionism and global trade
Earlier this year, massive trade uncertainty caused extreme market volatility. Since then, concerns over economic costs, retaliations, and legal challenges have eased tensions. Markets now price limited stress, suggesting peak tensions are behind and current tariffs have become the new norm. However, when considering Trump’s transactional approach: a sense of calm is often followed by renewed pressure. While peak stress may have passed and dealmaking may take priority, we still expect US trade policies and sustained tariffs to pressure supply chains and activity, fueling uncertainty and occasional volatility spikes.
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White papersData center viability requires design flexibility
Data center viability depends on flexible design to meet soaring AI power demands and evolving sustainability rules.
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White papersWhy UBS Core Fixed Income ETFs for today’s market?
UBS Core Fixed Income ETFs offer yield, flexibility, and clarity – key traits for navigating today’s complex market landscape.
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White papersStocks and bonds rally despite trade turmoil: Q2 roundup
Global stocks advanced in a volatile quarter marked by erratic trade policy, surging technology stocks and a ceasefire in the Iran-Israel war. The quarter opened with a wave of new U.S. tariffs, sending stocks sharply lower, and ended with a powerful rally as some levies were paused and global trade negotiations progressed.
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VideoMarking four years of Sustainable Global Equity
Four years in, our Sustainable Global Equity team reflect on where they see value in the portfolio, why they think sustainability remains as relevant as ever, and the key themes guiding the strategy for the years ahead.
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White papersHow private credit is proving its worth in a volatile environment
Geopolitical events and macro uncertainty are creating challenges for income investors. But with many different assets to choose from, how could private credit offer the flexibility and diversification benefits they seek?
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VideoThe power of impact equity in building scalable businesses
Impact growth equity is unlocking vital capital for scaling businesses that drive social and environmental progress. With growing investor interest and innovative funding models, the sector is well-positioned to overcome late-stage challenges and fuel meaningful, sustainable growth.
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White papersThe new architecture of institutional credit
Institutional credit investing is being reshaped by shifting liquidity dynamics, borrower behaviours, regulatory pressures and the blurring of public and private markets. These changes are ushering in a new era of investment expansion and vehicle innovation. Learn how institutions are moving beyond isolated sleeves to leverage opportunities across structures, teams and strategies.
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White papersAre REITs the safe haven asset amid border tensions?
Amid tariff-related volatility, certain assets like cell towers and triple-net lease REITS are well positioned to outperform equities, suggests Hazelview
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White papersWhy are credit spreads so tight?
1) Liquidity: This is the overriding factor, which is normally the case in markets. It is no surprise that markets are rallying like it’s QE, because this is QE! The Treasury General Account (TGA) has been run-off to the tune of c$500bn over the last few months driven by the U.S. hitting the debt ceiling. When this happens, the country is unable to raise enough debt to fund itself.
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White papersGlobal Real Estate Outlook Mid-Year 2025: Opportunity amidst uncertainty
We are living through a period of unprecedented change, where accepted norms are challenged and new opportunities (and risks) continue to arise. A key question for investors is how to distinguish between cyclical signals, structural trends and short-term noise. Our mid-year Global Real Estate Outlook 2025, featuring top sector and market picks, is designed to support this balance, helping investors to walk the fine line between caution and opportunity.
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White papersQuarterly Equities and Multi Asset Outlook – Q3 2025
In a market environment dominated by macro headlines, this outlook challenges conventional thinking by focusing on the power of company fundamentals. It explores how equities can thrive even amid weak economic data and highlights the risks of overreacting to broad macro signals. With insights into geopolitical shifts, sector-specific dynamics, and valuation opportunities, the report equips institutional investors with a nuanced view of where to find value—and how to position portfolios for resilience and long-term growth.
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White papersTimber’s tipping point: why global demand is set to outpace supply by 2050 according to Gresham House analysis
The ongoing increase in Greenhouse Gas emissions from human activities since the industrial revolution is a major contributor to climate change and rising global temperatures; average global temperatures have risen by 1.2°C according to The National Centre for Atmospheric Science, 2025. There is a strong global consensus that urgent and extensive action is needed, both to limit future warming and to adapt to a changing world to reduce the impact of climate change.
