All Global articles – Page 13
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White papersSchroders Capital Global Real Estate Lens March 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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PodcastOuterblue Convictions – Global Investment Views: The late-cycle environment continues to play out
Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind this upsurge and whether we should expect a reversal soon.
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White papersPolitics and the investor
With more than a quarter of the world’s population going to the polls this year, we consider the investment implications of elections in India, Mexico, South Africa, the UK and the US.
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White papersUnveiling the value of EM debt
We believe Emerging Markets Debt (EMD) should serve as a core allocation in investors’ portfolios. The asset class has traditionally been perceived as a tactical investment opportunity or as an off-benchmark allocation. Instead, we believe a favourable macroeconomic outlook, the growth and transformation of the universe and the diversification benefits it offers means EMD should be a core allocation in investors’ portfolios.
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White papersGreen machines: the future of transport
The transportation sector is largely powered by petroleum-based fuels, and contributes about 25% of global greenhouse gas (GHG) emissions. Clearly, there is a need to move people and freight, but leading global economies are working to decarbonise the sector through technological innovation, policy change and greater efficiency.
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White papersCentral banks’ divergences in sight
”Differences in economic paths across countries may lead to diverging monetary policies, creating potential opportunities for global bond investors.”
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White papersRe-Emerging Markets
After two years of record-breaking outflows, is emerging markets debt due for a turnaround?
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White papersThe year of EM elections
Analysis suggests that while fiscal and monetary policy tend to ease moderately during election years, there has been little broader impact on underlying macroeconomic trends.
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Asset Manager NewsActis Backed Nozomi Energy Significantly Expands Solar Portfolio To Reach 100MW Milestone
Actis, a global investor in sustainable infrastructure, has announced that its Japan-focused renewables platform, Nozomi Energy, has reached an operational project portfolio of 100MW within just 10 months of operation. The portfolio company reached this milestone in renewable generation capacity following a series of acquisitions, including a 70MW solar project in Tochigi and another solar project in Chiba.
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White papersAs tech shapes the future of flight, here’s how investors can get on board
The airline industry is taking flight once again. Between 2004 and 2019, flights increased steadily, rising from 23.8 million to 38.9 million annual global flights. Although flights dropped to 16.9 million during the pandemic, these levels could double by the end of 2023.
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White papersFrom climate pledge to portfolio: key net-zero policies
In the race to meet the emissions reduction targets set by the Paris Agreement, governments around the world are enforcing policies to decarbonise their economies. This poses a key transitional risk for investors, given the potential impact on industry and business operations. Meanwhile, investors face pressure from financial regulators to provide more information about their portfolio exposures to carbon.
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White papersWhen the disinflation ride gets bumpy
The spectre of inflation re-emerged at the start of this year, particularly in the US. While we are not suggesting a surge in inflation recalling the increases of 2021 and 2022, it must be said that long-awaited disinflation is unlikely to occur in a straight line. This week, Simply put investigates the roots of a mini-resurgence in price rises.
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White papersThe ABCs of Semiconductor Investing
Strategic shifts, global investments and the rise of AI mark a new era of growth and opportunity within the semiconductor sector.
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White papersWhere next for the rally?
Three key equity markets hit all-time highs this week as the risk-on mood broadened beyond the US and into Asia-Pacific (APAC) indices.
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WebinarWebcast – The global macroeconomic outlook for 2024
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the US, the eurozone, the UK and emerging markets.
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White papersMirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papersReal Estate Investment: A Global Perspective
The real estate crisis, stemming from the surge in interest rates driven by escalating inflation, is not confined to Europe alone. Indeed, it also affects the other major continental blocks, such as China or the United States. In this study, we want to offer a global perspective on the evolution of real estate markets, explore the diversity of responses provided by international players, and draw the outlines of what could be a “global real estate allocation” in the next cycle.
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White papersMacroeconomics, Geopolitics, and Strategy - March 2024
”European PMI data diverge not only in terms of sectors, but also in terms of countries and sub-components.”
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White papersREITs: back on track
A look at how investors might navigate the current environment with the help of listed real estate trusts.
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WebinarGlobal Debt Funding Gap Webcast: “Everything is Relative”
Our recent webcast “Everything is Relative” brings together AEW’s research heads from around the world to explore the global debt funding gap. The team look to explore the scale of the debt funding gap globally, and how this compares across regions. They also examine when the refinancing problems could ease.
