All Global articles – Page 28
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White papersAsset Management Outlook 2025: Reasons to Recalibrate
We are pleased to share Goldman Sachs Asset Management’s 2025 Outlook: Reasons to Recalibrate.
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White papersData centers
Data centers are growing rapidly across the world. How can we manage their sustainability impacts?
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White papersISA Outlook 2025: Global – The dawn of a new real estate cycle
Almost three years after interest rates began to spike leading into the Great Tightening Cycle, the first light of a new real estate cycle is clearly visible on the horizon. As with the start of every new day, however, opportunities and challenges lie ahead.
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VideoGlobal investment grade thoughts from Damir Bettini
According to portfolio manager Damir Bettini, all-in yields on global investment grade credit of between 4.5% and 5%, for an asset class that is A-minus rated on average, seem attractive. If you factor in central banks cutting rates, we could be looking at mid to high single-digit total returns over the next 12-18 months.
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White papersInflation trend is falling
“With ongoing inflation swings, central banks will be increasingly data-dependent.”
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White papersUnlocking the Full Potential of Global Fixed Income
Allspring’s Plus Fixed Income team explains why they believe now is the time to utilise an unconstrained multi-sector approach to uncover opportunities in global fixed income.
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White papersSpotting opportunities in a reconfigured world
Halfway through the decade, new forces are reconfiguring the post-pandemic global economy. The big shocks that hit labour markets, supply chains, and energy prices in the past five years have largely worked their way through the system. But geopolitics and national policy choices are creating a more fragmented world that may bring new surprises.
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White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
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White papers2025 Investment Outlook: Bright spots in a world of anomalies
New forces are reconfiguring the global economy. While the big shocks of the past five years have largely worked their way through the system, geopolitics and national policy choices are creating a more fragmented world.
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White papersISA Briefing: The “Red Sweep” and real estate: has the outlook changed?
The impacts of US presidential elections on financial markets and especially real estate are often overstated, as we have pointed out previously (see our ISA Briefing, “Elections everywhere, all at once”). An excessive focus on the news cycle can distract from important ongoing trends that are not ‘new news’, such as a broad global trend toward cooling inflation. Headlines also tend to accentuate differences, rather than commonalities, between outcomes. For example, regardless of the election result, trends favored greater nearshoring, and both US political parties are hawkish on China.
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White papersStrategic Value Dividend: Why now, why always
Dividends offer stability in times of uncertainty, but, as Dan Peris, Head of Income and Value Group, argues, the returns they generate make them a smart choice in any market.
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White papersToo risky to cover?
As extreme weather events increase in frequency and severity, insurance losses continue to mount. Some areas exposed to the worst climate risks are now seen as too risky to cover. Michael Yamoah, Navishka Pandit and Judi Tseng assess the implications.
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White papersIs the auto sector stuck in second gear?
The auto sector hit a series of roadblocks in Q2, causing several companies to scale back their growth forecasts for the year. What is the current outlook for manufacturers and suppliers and where do we see select opportunities?
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PodcastPrivate Real Estate: From Uncertainty to Opportunity
Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?
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White papersBeyond renewables: Investing in the global energy transition
The global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors.
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White papersTrends and opportunities in impact credit
The fast-growing market for impact credit offers investors a rich source of opportunity and diversification. Nuveen portfolio managers Stephen Liberatore, CFA® and Jessica Zarzycki, CFA® discuss the trends and opportunities, from global issuance and innovative transactions to defining impact and balancing competing objectives.
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White papersGreen Bond Market Guide
The clean-energy transition and the drive to create a more inclusive society are transforming the global economy. With climate change continuing to affect companies and communities around the world, a successful transition to a low-carbon economy is more important than ever. This decarbonization push will require changes across the economy, especially in high-emitting sectors such as agriculture, construction, heavy industry and transport.
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White papersTrends and opportunities in impact credit: Q&A with Stephen Liberatore and Jessica Zarzycki
The fast-growing market for impact credit offers investors a rich source of opportunity and diversification. Nuveen portfolio managers Stephen Liberatore, CFA® and Jessica Zarzycki, CFA® discuss the latest market developments.
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White papersGlobal Investment Views - November 2024
“We are slightly constructive on risks towards segments where fundamentals are strong, and ignore areas where upside potential looks limited.”
