All Global articles – Page 144
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White papersEconomic Insights: February 2018
What happens after growth peaks? A bit of deceleration. When things are so good they can’t get any better, they usually don’t. Still, the robust momentum should carry well into 2019.
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White papersGlobal Macro Shifts: Environmental, Social and Governance Factors in Global Macro Investing
The world of finance professionals has recently begun to attribute much greater and explicit importance to the environmental, social and governance (ESG) factors in investment decisions.
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White papersOpportunity amidst converging returns and shrinking risk premia
In the early months of 2018, economic fundamentals are supportive of another solid year of real estate performance. But monetary conditions are tightening and our central preoccupation persists: how will this affect the risk premium for real estate?
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White papersCross Asset Investment Strategy: March 2018
The volatility spike in February is, in our view, a clear wake-up call for investors, and the market correction has partly removed the complacency that characterised financial markets in the last few months.
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White papersHolding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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White papersCross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papersQuarterly Asset Class Return Forecasts: Q1 - 2018
The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK. Such growth is to be reflected in ever higher equity price levels and thus expected to become costlier with respect to the most recent valuations.
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White papersAsia: Leading the Race to 5G
To date, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and impacts on several industries. Now, in the third part of this five-part series, we begin to examine how 5G will affect various regions throughout the world. In this third paper, we look at how Asia will transform itself through 5G adoption.
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White papers5G: Industries Awaiting Disruption
The first in this five-part series, 5G: The foundation for a hyper-connected world, opened the conversation on 5G as a transformational technology—its implications for the investment community and its ability to help us live our best lives. Now we introduce the second paper in the series that looks at how 5G will enable industry disruption.
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White papersHouse View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
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White papersGlobal Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papersCross Asset Investment Strategy: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high.
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White papersGlobal Real Estate Securities: 2018 Market Outlook
Our bottom-up fundamental analysis currently suggests that global REITs are priced to deliver another year of positive total returns for 2018 in the range of 8%–10%.
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White papersGlobal Market Outlook for 2018: An End or a Beginning?
2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors.
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White papersGlobal Investment Views: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high. The economic environment remains strong.
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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.
