All Global articles – Page 3
-
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.
-
PodcastBalancing Act: Economic Policy and National Security in a Fragmenting World
Mark Esper, former US Secretary of Defense; Michael Spence, Nobel Prize-winning economist; and Magdalena Polan, PGIM Fixed Income’s Head of EM Macroeconomic Research, discuss the global economy, how national defense is influencing economic policy, the geopolitical factors impacting trade flows and emerging markets, and whether the peace dividend is evaporating.
-
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.
-
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.
-
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?
-
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?
-
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.
-
White papersPrivate equity’s resilience during major crises: a 25-year analysis
Over the last four years, financial markets have been subject to a series of shocks that have had far-reaching implications. From the global pandemic and subsequent shutdown of major economies to recent geopolitical tensions, the market environment has been rife with uncertainty. Amidst this turbulence, private equity still managed to deliver impressive absolute and relative performance. Over the period 2019 to 2023, global private equity experienced 16% annualised performance, outperforming the MSCI ACWI gross index by 8%.
-
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.
-
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.
-
-
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.
-
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.”
-
People NewsHines Hires Former Head of Carlyle Private Wealth
Experienced leader tapped to build out firm’s growing global private wealth solutions platform
-
White papersWill COP29 be an enabling COP?
The 29th United Nations Climate Change Conference COP29 comes at a unique point in time.
-
White papersThe Rise of AI and ESG
Artificial intelligence (AI) is touching almost every corner of the global economy. But what are the implications for environmental, social and governance (ESG) issues?
-
White papersWhat Will Differentiate the Asset Management Winners of Tomorrow?
From the rise of private markets to the proliferation of artificial intelligence (AI), the asset management landscape is changing quickly. How can managers stay relevant and competitive in the decade ahead? Martin Horne weighs in.
-
White papersHigh Yield: Resilience Amid a Shifting Backdrop
With the favorable fundamental and technical backdrop firmly in place, and attractive income opportunities remaining in both bonds and loans, the case for high yield continues to be compelling.
-
White papersAsset Allocation at Official Institutions: Taking the Three Critical Steps
A deeper dive into our optimized portfolios for Central Bank Reserves, Sovereign Wealth Funds and Public Pension Funds.
-
White papersQ4 2024 Outlooks: Implications of Rate Cuts, Geopolitics, and Economic Uncertainty
In delivering on expectations for a policy pivot as the summer came to a close, the Federal Reserve joined its global peers in kicking off a new rate-cut cycle at a time when global economies are experiencing uneven growth and an uncertain path ahead. Meanwhile, anxieties have seemingly intensified with US elections in the fall, war in the Middle East, and persistent tensions between global powers, all of which place geopolitics right in the middle of the investment outlook.
