All Global articles – Page 11
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White papersPrivate Credit – current dynamics shaping markets
Recent LP discussions reveal concerns about crowding and concentration in private credit, leading to a revaluation of exposure and portfolio metrics. In response, we aim to delve deeper into our diversification approach this quarter.
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White papersBeneath the surface: market structure considerations for syndicated loans
Assumptions in syndicated loan indexes on reinvestment timing, liquidity, and cash drag can distort returns - key insights to navigate structural inefficiencies.
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White papersCLOs: 4 Factors to Watch
CLOs look well-positioned in the current environment, particularly given their floating-rate nature, robust structural protections, and potential for incremental yield—but risks remain on the horizon.
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White papers2025 Global Listed Infrastructure Annual Outlook
Five reasons to buy GLI in 2025. As we turn the page to a new year, the long-term risk and return profile of GLI continues to support its inclusion in portfolios. Read our full 2025 outlook.
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White papersFinding the balance
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” — Benjamin Graham.
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VideoAn overview of real estate debt at LaSalle
LaSalle is one of Europe’s largest and most established investors in real estate debt, offering a variety of loan types across sectors. Learn more about this dynamic asset class, and LaSalle’s capabilities from Dave White, Head of European Debt Strategies here at LaSalle.
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WebinarWebinar: A new “golden era” for REITs and real estate?
On November 19, 2024, LaSalle hosted a client webinar to discuss the outlook for listed real estate. LaSalle Global Solutions Chief Investment Officer Matt Sgrizzi offered a recap of our recent ISA Briefing: A new “golden era” for REITs and real estate? and took questions from clients in attendance.
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White papersLDI market review and outlook – February 2025, political risks clash with bond vigilantism
Political and monetary policy uncertainty weighed upon markets in the fourth quarter of 2024, with multiple ‘live’ central bank meetings creating binary risk and political regime change for France, Germany, and vitally, the US.
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White papersStrong foundations: The case for listed real estate
Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of real assets.
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White papersTrump 2.0: Impact of tariffs on growth and inflation
The new Trump administration’s opening salvo in the trade war represents a significant shock to growth that could potentially plunge Mexico and Canada into a deep recession while exacerbating the malaise in China. If tariffs are implemented, U.S. growth would likely to be negatively impacted, and inflation could accelerate in the near-term. The greatest market risk likely lies in policy unpredictability, making diversification essential for managing portfolio risk and seizing investment opportunities.
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White papersNo Need to Stress About Less Distressed
Following the Global Financial Crisis (GFC) of 2008, the distressed credit landscape has been substantially reshaped by regulatory changes, shifts in economic cycles and the growing influence of alternative investment strategies. This article explains why the economic and market trends of the past 15 years mean outright distress has become rarer and asks, are there other areas of the credit markets where insurers can look for a similar return profile?
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White papersTariffs Are Here: What Does That Mean for Private Equity?
We believe investments in private equity may be less affected by a tougher U.S. tariff regime than the overall economy.
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White papersHow AI and data modeling give real estate investment professionals a new superpower
In the spring of 2020, Las Vegas was a ghost town. With the COVID-19 pandemic in full swing, casinos and restaurants were shut down, sending the city’s unemployment rate soaring to the highest in the nation.
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White papersGlobal preferred and capital securities remain attractive
The Federal Reserve (Fed) should be cutting rates more in 2025, but most likely not before a pause to assess the policy footings of the returning Trump Administration.
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White papersScenarios, risks and macroeconomic forecasts
Main and alternative scenarios, and Macroeconomic forecasts as of 24 January
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White papersCross Asset Investment Strategy - February 2025
Topic of the Month - What Trump 2.0 means for the economy and markets
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White papersMarket Update: Geopolitics, Rare Minerals, and the Polar Silk Road
Donald Trump is back as the President of the United States and has quickly implemented controversial policies that challenge the global order and traditional conventions. Among the many eye-catching headlines Trump has expressed desires to annex Greenland and the Panama Canal and has even suggested that Canada become the 51st American state.
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White papersThe opening salvo in Trump trade war two
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s trade war. With Europe likely next in line, uncertainty remains high—despite a 30-day delay on tariffs for Mexico and Canada—fueling further market volatility.
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White papersGlobal Investment Views - February 2025
Markets: a tug of war between inflation fears and optimism
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White papersIG Credit – Be selective, even amid good fundamentals
While uncertainties remain, we retain our positive outlook, supported by resilient growth in the US, steady investor demand and a supportive monetary easing cycle in Europe. As for the fundamentals, the peak in investment-grade (IG) credit quality for this cycle is now behind us. Nonetheless, both US and European IG bond issuers are still generally in good shape: They now have bigger reserves of cash, lower net debt and better net margins.
