All Global articles – Page 13
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White papersStanding proud! 2024 GRESB Real Estate and Infrastructure Assessments
UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to build momentum with another set of strong results in the 2024 GRESB Real Estate and Infrastructure Assessments.
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White papersEquity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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White papersISA Portfolio View 2024
Last year, we released the inaugural edition of LaSalle’s ISA Portfolio View, where we discussed the art and science of portfolio construction and why it matters most when market conditions change suddenly. That was certainly true at the time of last year’s release and remains so today.
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People NewsHines Announces Expansion of Hines Global Income Trust Board Of Directors to Bolster Leadership
New director Diane S. Paddison and returning director Laura Hines-Pierce add depth of expertise in strategy and operations and bring diversified perspectives to Hines Global Income Trust
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White papersThe climate risk ‘hot potato’– which sector will be left with burnt fingers?
Does anyone remember Uruk, the ultra-modern city nestled amid the planet’s most fertile farmland? What about Skara Brae, the beachfront town with state-of-the-art homes, beautiful ocean views and mild weather? Nope? Well, 5,000 years ago both communities were among the world’s more desirable places to live, but the shifting climate changed things and these settlements were consigned to history.
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White papersEquity Outlook – It’s the economy
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our expectations of a soft landing for the economy are warranted, equities should gain further, even if the outcome of November’s US election looks uncertain. The mix of winners and losers might change depending on who will be in government.
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PodcastOuterblue Convictions – Global Investment Views – Ears to the ground
Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the Fed’s first rate cut in four years. What are the core points for investors to note? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, unpack all the elements, looking at the data, the market expectations, the surprises, and what might be next for the other central banks.
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White papersGlobal Investment Views - October 2024
Capital markets whipsawed between a weakening US labour market and hopes that the Fed would successfully steer the economy towards a soft landing. Markets are optimistically interpreting the latest policy action, which could potentially boost consumption and investment. The other narrative is that the Fed would not have implemented a big cut without having apprehensions on the economic front.
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White papersRelative Value & Tactical Asset Allocation Q4 2024
We are anticipating a stable macro environment in the near future, with some uncertainties stemming from U.S. elections and monetary policy. We continue to look for spreads to mostly remain range bound, with a low chance of further tightening. With a low risk of recession, a carry strategy is preferred in the next quarter or two, meaning we prefer investments with attractive yields, while remaining cautious about potential weakness.
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White papersQ3 2024 CIO Review and Outlook
Many emerging markets have delivered a robust performance this quarter amid a number of headwinds and we expect key geographies to build on that in the coming months.
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BlogThe Case for Going Global, in Pictures
We’ve made the case—here, here, and here—that it’s generally a good time for fixed income given bonds’ revaluation to yields well above the secular stagnation levels that existed prior to the 2022 bear market. These higher yields, combined with the shift by most developed market central banks from rate hikes to cuts, suggest that this sleeper bull market is set to continue. But how does global fixed income fit within this context?
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White papersISA Briefing: A new “golden era” for REITs and real estate?
Listed real estate investment trusts (REITs) have faced a tough two and a half years, driven by the rapid tightening of financial conditions (see LaSalle Macro Quarterly, or LMQ, pg. 13). Sentiment towards REITs has been weighed down not only by the higher interest rate environment, but also by constrained bank lending, a barrage of negative headlines about commercial real estate and REIT underperformance relative to the broader equity market. But, as the saying goes, it’s often darkest before the dawn.
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White papersGlobal Risk Report: Resilient Investing Amid Geopolitical Uncertainty
Investors face a challenging dilemma. While geopolitical strife calls for rethinking risk management, shocks may appear too frequent, and too great in number, to effectively mitigate their impact. Some investors feel the best course of action is to focus on trends that are more predictable or quantifiable—and deal with geopolitical surprises when they transpire.
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White papersFitter, happier, more productive with generative artificial intelligence?
Conventional wisdom says as we live longer, an ageing population will drain the economy. But generative artificial intelligence (gen AI) has the potential to support an active older workforce by improving healthcare outcomes and extending careers by augmenting, not replacing, hard-won expertise.
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White papersRethinking adversity to seize opportunity
Investors have access to plentiful information – and a gauntlet of conflicting views. Gaining clarity on pivotal forces shaping the world, from geopolitics to artificial intelligence (AI) and climate, can best be achieved by discerning data from noise. By rethinking adversity, opportunities emerge.
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VideoA falling rate environment
The outlook for money market funds remains buoyant, says Debbie Cunningham, CIO, Global Liquidity Markets.
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White papersThe time for a convertible bond re-rating has come
As rate cuts hit, shifting monetary policy sets the stage for an asset class resurgence, unlocking value and performance potential.
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White papersTop 3 trends and challenges affecting the life sciences industry
What are the potential consequences for real estate investors?
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White papersWhat makes infrastructure debt attractive? An interesting time to invest?
According to Viktor Kozel, Head of Infrastructure Debt, now is the optimal time to consider infrastructure debt given the huge amount of investment needed to support demographic change, decarbonization, deglobalization and digitalization.
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White papersInfrastructure Debt: ‘A Critical Part of the Capital Solution’
In this podcast with Infrastructure Investor, Pieter Welman participated in a lively conversation on how infrastructure debt is a core part of the capital solution in the transition to a cleaner and more digital-dependant world. Listen to the full episode to hear his latest insights on the infrastructure debt market, including where he and the Barings team are seeing opportunities today.
