All Global articles – Page 11
-
White papersPerspectives Financial Markets
Perspectives Financial Markets provides comprehensive coverage of the latest financial market developments, offering in-depth analysis of global trends and market developments.
-
White papersPerspectives Economics
Perspectives Economics provides monthly updates from our research team, offering comprehensive analysis of global economic trends, policy developments, and macroeconomic indicators.
-
White papersMIM 2Q 2025 Private Credit Quarterly Review and Outlook
Private Credit markets delivered robust performance through the first half of 2025, driven by exceptional investor demand and recordbreaking transaction volumes. Despite elevated interest rate volatility and shifting macroeconomic conditions, market participants demonstrated resilience with more than $50 billion of corporate transactions recorded year-to-date.
-
White papersUS stocks touch new all-time highs
The S&P 500, the primary US equities index, touched record highs recently, led by the technology sector and the optimism around the artificial intelligence (AI) boom. A better-than-expected corporate earnings season and hopes of interest rate cuts by the Fed also supported sentiment.
-
White papersIs global high yield a short duration market now?
Over the duration, duration has declined.
-
White papersOil and gas: The case for higher returns
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just 10% over 30 years. Now, rising political volatility, climate litigation, and competition from clean technologies have increased the risks for the sector. Yet, companies are targeting the same returns. Investors must demand more.
-
PodcastThe Muni Opportunity
Municipal bonds have been one of the more active corners of the fixed income market this year. Near-record levels of new issuance have outpaced demand amid uncertainties stemming from shifts in the policy landscape.
-
White papersInfrastructure CLOs: 101
Infrastructure CLOs are reshaping how institutional investors access essential, income-generating assets—offering a scalable, risk-adjusted entry point into the infrastructure debt market.
-
White papersSecondaries Spotlight: Up, Up & Away
With deal volumes projected to hit $230 B in 2025, the secondaries market is booming. Growing investor demand, new capital sources and scalable structures are creating compelling opportunities—though sustained growth will hinge on continued capital access.
-
White papersDigital Infrastructure Equity: Why Scale Isn’t Everything
Small-scale digital infrastructure, especially edge data centers and bulk fiber platforms, is emerging as an increasingly attractive and undervalued opportunity. These assets can offer critical infrastructure characteristics, inflation protection potential and value retention, with speed, flexibility and resilience needed in a rapidly evolving digital world.
-
White papersSchroders Capital Global Real Estate Lens Q3 2025: your go-to guide to global property markets
Improvements in pricing, valuations and deal activity are evident but have moderated given geopolitical uncertainties.
-
White papersSmooth sailing? Don’t get caught in the cross currents
The full impact of tariffs is not yet clear, but investors’ resilience to crises looks to be challenged. In this CIO Note, Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability, emphasises the importance of focusing on the ‘micro’ when the macro backdrop is uncertain. In a market where return dispersion is growing, Fabiana suggests granular stock selection is key to identifying the winners and taking advantage of idiosyncratic opportunities.
-
VideoNeuberger Berman Private Markets: Q2 2025 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
-
White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – July 2025
Risk assets produced mostly positive performance in July as investors focus shifted towards constructive earnings, strong inflows from both retail and professional communities, as well as a softening in early month factor rotation pressures. The Dow Jones Industrials, S&P500 and the NASDAQ had positive performance. In Equity / Hedged, US Equity Hedged strategies produced mostly positive returns.
-
People NewsRedevco appoints Séverine Maumy as Head of Asset & Transaction Management
Redevco, one of Europe’s largest privately-owned real estate managers, has appointed Séverine Maumy as Head of Asset & Transaction Management effective August 25, 2025. This appointment marks another milestone in Redevco’s growth strategy, strengthening the platform’s capabilities across the full real estate lifecycle. It coincides with a phase of strategic expansion in the retail parks and logistics space, alongside the advancement of Redevco’s proprietary development pipeline.
-
White papersThe Coming Slowdown in Growth and Liquidity: What It Means For Investors in 2H 2025
We believe twin slowdowns in economic growth and global liquidity could weigh on various risk assets in the second half of 2025.
-
White papersRate cuts in focus: Diverging data and the politics of monetary policy
Markets are seeing mixed signals — weak payrolls and rising input-costs from tariffs suggest inflation could pick up, even while employment growth slows.
-
White papersStrategy Outlook – Unified Global Alternatives - Hedge Funds Third Quarter 2025
Trump’s “Liberation Day” tariffs set global equity markets off to a volatile start in Q2 but they ultimately finished the quarter strongly positive as deals were negotiated and uncertainty eased. UGA HF Broad Based Diversified and Broad Based Neutral strategies generated positive performance during the quarter, with gains predominantly driven by Equity Hedged and Trading strategies, while Credit / Income and Relative Value strategies contributed smaller profits.
-
White papersGlobal Emerging Markets Equity Outlook H2 2025
Despite various headwinds, we see compelling opportunities in emerging markets (EM), particularly for quality and growth-oriented investors.
-
VideoNew name, same philosophy: (Re)introducing: Global SMID Equity Engagement
The Fund may have changed its name – but nothing fundamental has changed. In this video, we explain why the philosophy, objectives and process behind Global SMID Equity Engagement all remain the same.
