All Global articles – Page 134
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White papers2018 Economic and Market Outlook: Risk On
Investors will have to work harder, take more risk and get an information edge. Nuveen identifies pockets of opportunity across public and private markets.
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White papersBack to long-term investing in the age of geopolitical risk
A sunny outlook with cloudy skies. That’s how investors see their current investment prospects.
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White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papersA case for U.S. and global REITs
Today, demand for commercial real estate space in most markets is outpacing slow and steady economic growth.
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White papersTracking Down Income in Emerging Markets
Humans use mental maps to make complex problems easier to solve. At the most literal level, we navigate a familiar city using our stored memory of its features. We can reach our objective safely and efficiently because we know the streets and districts, and the hazards and opportunities we may encounter en route. Cities change, of course, but too slowly for our mental maps to let us down.
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White papersOpportunities hidden in Emerging Market Debt can add bite to investors’ portfolios
Emerging markets (EMs) have delivered world-beating returns in recent decades, especially for those who have invested wisely. Picking the right assets in EM economies has yielded compelling returns for those willing to look for them.
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White papersInflation: the good, the bad and the ugly
Global inflation is heating up. According to the International Monetary Fund, the global consumer price index (CPI) is expected to rise from its recent 2015 low of 2.8% to 3.5% in 2017 and then hover around this level for the next five years.
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White papersIn Emerging Markets - If you like growth, buy value
Emerging markets are often lumped together under the acronym ‘GEM’, or global emerging markets. In reality, this is not a homogenous mass of similar companies trading at similar valuations.
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White papersHomegrown Expertise In Emerging And Frontier Markets
Coronation Fund Managers is one of the largest managers of institutional assets in Southern Africa, with a track record of delivering strong long-term returns.
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White papersHigh yield: beyond the obvious
Credit research has long been the mainstay of active high yield investment. While clearly important, we believe that it should not be used in isolation.
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White papersAgeing Population: when a major demographic trend becomes an investment opportunity
At Generali Investments we believe it is important to focus on relevant structural trends and investment themes, presenting a growth potential that is largely driven by real economy factors.
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White papers5G: The Foundation for a Hyper-Connected World
Principal is sparking an ongoing conversation on transformational technologies and their influence on our world.
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White papersStrategic Relative Value: Q4 2017
A quarterly look at how macro events are driving relative value around the globe.
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White papersEconomic Insights: September 2017
Global expansion stays on track: The global economic recovery that began in early 2016 has reached a self-sustaining velocity.
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White papersConsistent Returns in a Changing World: Managing Political Risk Across Developed Market Equities
A powerful cocktail of economic headwinds, disparities in income between rich and poor, polarisation in beliefs and sporadic ‘lone wolf’ terrorist attacks has conspired to destabilise the political landscape across much of the developed world. Recent elections and referenda have had unforeseen results. Anti-establishment sentiment has flourished. Over recent years political risk has become accentuated, and has arguably not been so acute for a generation. Many of today’s active equity managers investing in developed markets have not faced the challenge of managing such specific political risks before in their investment careers.
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White papersEconomic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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White papersReal Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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White papersStrategic Relative Value: Q3 2017
A quarterly look at how macro events are driving relative value around the globe.
