All Global articles – Page 19
-
White papersWhere resilient performance meets stability
Private real estate delivers strong performance while providing the stability investors crave
-
PodcastUnderstanding Global Direct Lending Markets
Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.
-
White papersSchroders Capital Global Real Estate Lens Q2 2025: your go-to guide to global property markets
Valuations and transaction prices have continued to stabilise and recover despite uncertainties.
-
White papersIn conversation with Andrew Chorlton, CIO for Fixed Income
From Yorkshire to university in Birmingham and bond markets in New York and California, Andrew Chorlton is now CIO for Fixed Income at M&G Investments. But what did his journey entail – and how does he see the role of fixed income in modern portfolios?
-
White papersClean machines: Investing in the disruptive technologies to reach net zero
With energy accounting for almost 75% of global greenhouse gas emissions, it’s imperative that investors understand and mobilise capital towards the key technologies that will enable carbon intensive subsectors to decarbonise within the remaining window of opportunity. So, what are they?
-
White papersUnified Global Alternatives – Hedge Fund Bulletin – April
Risk assets were broadly mixed in April as the month featured elevated volatility driven by uncertain tariff policies from the US administration. Although US policy regarding tariffs remained fluid, the pause in implementation announced post “Liberation Day” and solid corporate earnings helped stabilize markets after a sharp corrective tone at the beginning of the month.
-
White papersTrump/Powell: The Two Poles of Policymaking
The Fed’s processes are designed to minimize the cost of capital while the president’s tactics seem to be raising it—who’s right and who’s wrong?
-
White papersOil prices stop making sense
For the past few years, the expanded group of oil producers known as OPEC+ have tried collectively to stabilise crude prices by lowering production in order to dampen price volatility to the downside. But because several members of the wider cartel have different and conflicting fiscal and external financing priorities, efforts to limit output have not only failed, current production has increased. This would be newsworthy by itself, but is even more puzzling considering the potential impact of tariffs on global demand.
-
White papersThe battle for critical minerals
Growing competition for critical minerals threatens to exacerbate negative climate, human rights, and biodiversity impacts. Dana Barnes and Elissa El Moufti explore the need for enhanced transparency to promote responsible practices and minimise the risks to companies and investors.
-
White papersInfrastructure: The Red Thread – Private Markets – Edition May 2025
Infrastructure and the first 100 days of Trump
-
-
White papersSustainability in the age of Trump: Why investors should focus on reality, not rhetoric
Global temperatures continue to rise, extreme weather events are becoming ever-more frequent, the environment continues to be degraded – and yet the narrative has altered.
-
White papersReal Estate: The Red Thread – Private Markets – Edition May 2025
On entering 2025, we expected a recovery in global real estate markets to gain momentum. The tariffs have created new uncertainty and will likely see a pause in transaction activity as investors take stock. We still expect positive returns this year, but slightly lower and driven by income. Residential looks most defensive and resilient.
-
White papersWhen quality counts
The last few years have presented many challenges for investing with an active approach and sustainability focus.
-
PodcastNavigating the New Normal in Private Markets
The Private Equity market continues to evolve as investors navigate economic uncertainty, limited liquidity, and trade policy shifts. With challenges from tariffs and moderating distributions, investors are seeking ways to manage risks while uncovering opportunities for growth. But how can private equity firms leverage their agility to capitalize on these dynamics? And what innovations are reshaping access to this asset class?
-
White papersEmerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside.
-
White papersNew catalysts spur global stocks
For the first time in many years, the picture is brightening for non-US stocks. There are new catalysts accelerating change: fiscal stimulus in Germany, corporate reforms in Japan and South Korea, a weakening US dollar, signs of stabilisation in China, and an improving policy environment in Europe.
-
PodcastOuterblue Convictions - Global Investment Views - Trade wars continue to complicate policy decisions
The spring meetings in Washington are a useful platform to gauge opinion of policymakers, economists, bankers and investors from around the world. In this latest edition of our monthly investment views podcast, Monica Defend, Head of Amundi Investment Institute, catches up with Swaha Pattanaik on her return from the US to share Amundi’s latest investment views and talk about the mood in Washington, and what this might mean for the markets.
-
White papersWhy Does Volatility Often Lead to Strong Emerging Equity Returns?
Moments of Extreme Fear Have Prompted Emerging-Market Equity Outperformance.
-
White papersVictory in the face of volatility
Roundtable with Thomas Roche-Toussaint and other industry experts on secondaries with Private Equity International
