All Global articles – Page 151
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White papersRecent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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White papersGlobal Market Update: Taking Stock After Brexit
Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.
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White papers
European Real Estate Quarterly: Q1 2016
Towards the end of 2015 and into Q1 2016 there have been an increasing number of commentators speculating that the world economy is on the cusp of a new recession, triggered by slowing emerging market economies.
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White papers
The case for global real estate
Stronger diversification and a wider opportunity set are just two of the reasons to consider investing globally.
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White papers
EU Referendum: impact on UK real estate
The hit to UK real estate sentiment sparked by the UK’s vote to leave the EU may be limited by easier monetary policy, says Chris Urwin.
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White papers
Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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White papers
The case for listed real estate in a multi-asset portfolio
This is an expanded version of a 2015 paper which sets out to re-examine existing literature and research on the role of listed real estate as a proxy for direct real estate and the impact of listed real estate on the performance of multi-asset portfolios.
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White papers
Global Economic Overview: Spring 2016
The world economy stumbled in 2015, amid weak aggregate demand, falling commodity prices and increasing economic volatility in major countries. The world GDP grew by 3.1% vs. 3.4% in 2014.
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White papers
Global Real Estate Summary: Edition 1 2016
The global economy is relatively healthy, despite the fact that in most major economies domestic demand is expanding at a rate below its 10-year (or longer) average.
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White papersThe High-Tech Lever: Examining Technology’s Influence on the Economy
The physical limitations of our strength, our endurance, and our finite life span have actually been a catalyst to the success of our species. Human beings have used their creativity and ingenuity to continually transcend those confines.
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White papers
Is the New GICS Sector Worth $100 Billion?
In a fitting time almost 25 years after the Kimco IPO kicked off the start of the modern REIT era, the Real Estate sector has matured enough to garner a home of its own.
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White papersBasis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.
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White papers
Automation and Real Estate – the rise of the machines
This paper considers the impact of computing and robotics advances on the workforce and how this will influence real estate markets.
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The Opportunity of REITs: Thinking Beyond Stocks and Bonds
Real Estate Investment Trusts (REITs) add diversification and can reduce volatility in investment portfolios, complementing traditional assets while capturing the benefits unique to real estate.
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White papers
Now vs. the GFC
Comparisons between the turmoil in January and February versus the GFC in 2009 yield a number of observations.
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White papers
Perspective: Global Volatility, The Real Economy, and Real Estate
Bouts of financial market volatility likely to return
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Asset Manager News
Timbercreek launches balanced REIT portfolio
New UCITS fund invests in preferred securities of U.S. REITs and common equity of global REITs
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White papersPreferred Securities: an Oasis in the Fixed Income Desert?
Following the global financial crisis, the restructuring and recapitalization of financial firms have made banks and insurance companies an attractive sector for fixed income investors.
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White papers
Equity Controlled Volatility Strategy
Equity volatility – or the “fear factor” as popularised in fiction – recently came back to the forefront of market operators’ minds, the result of events such as the Greek crisis during 2015 and questions around China’s economic growth prospects and plunging oil prices earlier this year.
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White papers
Good buy or good bye?
2016 has already started with increased uncertainty over the direction of the global economy which has raised volatility in financial markets.
