All Global articles – Page 16
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White papersIPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
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White papersWill Artificial Intelligence increase economic growth?
Recent advances in the development of Artificial Intelligence (AI) could lead to potentially disruptive changes across a wide range of industries and impact economic activity through multiple channels. AI is widely seen as significantly different from previous technological innovations. But will it significantly increase aggregate economic growth through its impact on labour markets and increases in productivity?
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White papersFixed Income Perspectives Q1 2024
Quarterly macro and market insights from Capital Group’s fixed income team
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White papers2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
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White papersGeopolitics in an election-heavy year
”We are witnessing a global realignment towards a multi-polar world, and geopolitics will be a crucial factor to watch for investors in 2024.”
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White papersTokenisation: The next frontier for investing?
We investigate recent technological advances in the bond markets and examine what impact tokenisation and digital currencies might have on investing in the future.
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PodcastA Growing Gap: Exploring Progress on Global Decarbonisation
Exploring the widening gap between actual progress and policies on decarbonisation, and what would be needed to limit global warming to well below 2°C.
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White papersOpening Bell – an excess of pessimism about the economy, though not in markets
We expect 2024 to outperform the current pessimistic economic forecasts but struggle to beat the optimism priced into equity markets.
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White papersTargeting net zero: 5 reasons to rethink portfolio decarbonisation
Why should investors consider rethinking their approach to aligning to net zero? Because in our view many current solutions, which focus on today’s low-carbon companies, have real flaws.
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White papersMulti-Asset Investing in a Post-Peak Rate Climate
Rate cuts don’t happen in a vacuum—staying nimble with asset allocation can help investors adapt.
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White papersGlobal Macro Outlook - First Quarter 2024
After two years of aggressive tightening, global central banks pivoted in December. We expect some growth in the coming quarters, albeit subdued compared to history. With inflation easing, most global economies are off to a good start for the year. Yet, things can, and do, change quickly.
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PodcastPAT Cast #19: Finding value in a new macroeconomic environment
As we enter a new economic cycle, what is the outlook for global real assets? In the first PAT Cast of 2024, we take a look at the year ahead and discuss where we believe the most attractive investment opportunities will lie across real estate and infrastructure in a higher-for-longer environment.
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White papersInvesting in a critical global resource: water
In this paper, Impax Asset Management, a delegated manager of BNP Paribas Asset Management, discusses the fundamental drivers of the global water industry’s growth and regulation. Both are shaping priorities in the sector. What does this mean for the opportunity set for investors? What are some of the evolving technologies and solutions that could shape the market? Here is a shortened version of the paper presenting the main points.
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White papersMacroeconomics, Geopolitics, and Strategy - January 2024
Recent Q4 2023 inflation data in the Euro Area, UK and US, on net have surprised on the downside, with year-over-year (YoY) rates of headline inflation now standing at 2.9%, 3.9%, 3.4% respectively, prompting expectations of a faster than expected reversion to target.
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White papersCross Asset Investment Strategy - January 2024
Topic of the Month - Europe: time for fiscal consolidation
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White papersWhat does waning risk appetite mean?
The first week of January is usually a positive one for markets, and this is mainly due to various reallocation flows. However, the first week of 2024 followed two months of high returns on equities and bonds. A moment’s pause is probably in order to take stock of recent valuations. Is the Federal Reserve’s (Fed’s) pivot and the long-predicted soft landing already fully priced in? In this weekly edition of Simply put we ask whether declining risk appetites point to a weaker outlook.
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People NewsRedevco Appoints Sasha Silver as Head of Global Client Group
Redevco, one of Europe’s largest privately-owned urban real estate managers, has appointed Sasha Silver as Head of Global Client Group, where she will be responsible for the company’s client relations and capital raising. Silver will join Redevco’s executive management team and strengthen its focus on expanding the company’s client offering and strategic relationships.
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White papersInstitutional farmland ownership: facilitating the separation of farming operations from its capital base
Institutional investment in farmland is popularly perceived as one of the contributing factors to the consolidation occurring within the agricultural industry, a misconception which deserves scrutiny.
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White papersGRE Real Estate Bulletin - 2023 Q4
Market conditions are gradually improving but remain puzzling
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White papers2024: A year to be active in infrastructure
Despite initial fears of recession and volatility in 2023 due to high rates, inflation, and geopolitical tensions, global equity markets returned an incredible 20% for the year overall.
