All Global articles – Page 12
-
White papersGlobal Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
-
White papersNew sheriff in town
Uncertainty surrounding Trump’s fiscal policies could be a Rorschach test for investors.
-
White papersReport Impact Opportunities Equity, Q4 2024
In harnessing the power of nature, biosolutions offer sustainable ways to tackle the world’s most pressing environmental and societal issues – from restoring ecosystems, improving health, optimising land use, and advancing sustainable food systems for a healthier, more resilient planet.
-
White papersFiscal expansion fears loom over debt markets
Ballooning public debt is forcing many countries to overhaul fiscal rules, which could have a significant impact on credit markets in the months ahead.
-
White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
-
White papersEmerging market debt outlook for 2025: Ready for Trump 2.0?
Looking ahead to 2025, the macro environment, in theory, sets the stage for a friendly backdrop in EM, especially given continued disinflation, which should allow most major central banks to ease rates throughout the year. However, the incoming US administration poses several risks to EMs.
-
White papersAnticipation to Reality: Credit Markets for European Insurers in 2025
Mapping a way through a year of tight credit spreads and likely regional divergence in policy and growth.
-
White papersTechnology sector volatility: Investors spooked by China’s AI startup
Following a period of extraordinary growth the technology sector recently felt the brunt of market volatility on the back of a new, potentially game-changing innovation.
-
White papersFixed Income: Be Prepared for Policy-Driven Volatility
In the wake of electoral shifts, policy changes could add to market turbulence, creating new risks but also opportunities.
-
White papersAsset-Based Lending: Does It Work for Insurers?
Asset-based lending became a key topic in investor discussions last year and looks like the new frontier in private credit—but does it suit insurers’ needs?
-
White papersH1 2025 Alternative credit insights: Sourcing new pathways
Alternative credit is not a new phenomenon, however, up until the 2008 Global Financial Crisis (GFC), it was largely overlooked by investors. The crash was a catalyst for the market. Banks froze traditional lending options and limited those capabilities due to tighter regulations shortly after. Borrowers had to look elsewhere for financing, opening up the world of alternative credit.
-
Asset Manager NewsGARBE Industrial and Sidra Capital Form Joint Venture for the Purpose of Sale-and-Leaseback Transactions
GARBE Industrial Real Estate GmbH (“GARBE Industrial”), one of the leading providers and managers of logistics, light industrial and technology assets in Germany and Europe, just formed a strategic joint venture with Sidra Capital, a Middle Eastern investment manager with a global portfolio. The partnership’s objective is the acquisition of light industrial and logistics real estate in Germany within the framework of sale-and-leaseback transactions.
-
White papersBeyond Consensus: Economic Perspectives for 2025
As we begin 2025, our team of economists in the Capital Strategy Research (CSR) team highlight areas where their outlook is different from consensus.
-
White papersNavigating the Tides of Political Transition
As a new administration takes the helm, we believe investors should stay focused on the economic metrics, not political theatrics.
-
White papersGoing long on permanent crops: long-term demand fundamentals of almonds and pistachios
Understanding the supply-and-demand fundamentals of tree nuts is critical for investors considering long-term investments in the agriculture sector.
-
White papersInvesting in Biodiversity
Markets to finance the protection, restoration and sustainable management of nature offer natural capital investors opportunities to improve biodiversity and generate a positive financial return.
-
White papersBrightening Capex: A Value Tailwind?
Global industrial activity appears to be gathering steam, potentially spurring capital expenditures, which could favor value stocks and small caps.
-
White papersThematic Engagement: 2024 Scope 3 Emissions
Scope 3 emissions are becoming increasingly important as issuers face growing pressure to report and reduce these emissions. In our latest report, we examine how issuers across public fixed-income and private credit sectors are tackling Scope 3 data challenges and setting decarbonization targets.
-
White papersFixed Income Outlook – Come what may
Once gain the US bond market will lead global fixed income markets in 2025, with a strong US economy but uncertainty over the new administration’s policies setting the tone. We expect the US economy, over time, to pivot towards structurally slower growth and stickier core inflation. This more ‘stagflationary’ trajectory may result in the Federal Reserve taking a more cautious approach towards further rate cuts.
-
White papersWill US bond markets outperform Europe and China in 2025?
This quarter’s summary of what to look out for in fixed income
