All Global articles – Page 30
-
VideoTariffs on the table
In this video, Martin Schulz, Group Head, International Equities, unpacks the potential ripple effects of 2025 tariffs on international equities, and which regions and sectors could be caught in the balance.
-
White papersKey Investment Themes 2025
The global economy avoided recession for a second year. Inflation began to cool and the major central banks embarked on a new cycle of interest rate cuts. However, geopolitical risk rose against the backdrop of a particularly busy election calendar around the world.
-
White papersPitfalls & Mitigants of Climate Assessment Software
Physical climate risk incorporates two broad hazard categorizations: acute and chronic. Climate risk software and analysis tools typically forecast each hazard individually and across multiple timeframes and scenarios.
-
White papersClosing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
2024 was another good year for tech stocks and equities overall
-
White papersCOP29: Show Me the Money!
Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.
-
White papersThe Opportunities Across Private Equity’s Current Liquidity Landscape
There are attractive opportunities for experienced liquidity providers in the current private equity market environment.
-
White papersFiscal to the Fore
How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead.
-
White papersAI-enabled robotics and automation
Advances in technologies such as AI are likely to create large new market opportunities for innovative firms in the automation market
-
White papersTimberland investing with Manulife Investment Management
How have approaches and strategies within sustainable forestry investment changed over the years? What new opportunities and co-benefits are available in addition to the stability and resilience these assets provide?
-
White papers2025 Outlook: We have seen this movie before
As we head into 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.
-
White papers40 years of lending lessons
From navigating market crashes to embracing ESG and technology, Adrian Poole and Gregor Bamert reveal how 40 years of real estate debt investing have moulded Aviva Investors’ strategy – and what it takes to stay ahead in a rapidly changing market.
-
White papersA New Dawn Seizing Real Estate’s Moment of Opportunity
As we enter 2025, we remain in the midst of a massive transition in the investment landscape. The momentum of the distant past (where unusually low interest rates helped propel growth, asset appreciation, and easy leverage) has long since faded, replaced by a more challenging, higher-interest- rate environment that requires an increasingly strategic, methodical approach.
-
White papersAllview: Market Risk Monitor - December 2024
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
-
White papersEmerging market debt outlook for 2025: Ready for Trump 2.0?
Looking ahead to 2025, the macro environment, in theory, sets the stage for a friendly backdrop in emerging markets (EM), especially given widespread disinflation, which should allow most major central banks to significantly ease rates throughout the year.
-
PodcastOuterblue Research – Looking for clues ahead of a second Trump presidency
After a campaign full of twists and turns, November saw the re-election of Donald Trump for a second term as US president. In this edition, we take a look at the geopolitical and economic ramifications of a new Trump presidency.
-
White papersTurning the Corner? Commercial Real Estate Themes for 2025
As major central banks lower interest rates, is the prolonged and painful downturn in commercial real estate (CRE) finally coming to an end? Yes, at least in some sectors, according to senior investors from PIMCO’s commercial real estate platform. In a recent roundtable discussion, they emphasized that recovery will likely be slow and uneven, requiring a strategic focus on specific geographies and sectors, along with a considered choice between debt and equity investments.
-
White papersThe cold storage sector comes with challenges but offers valuable opportunities
The future of cold storage is bright, as increasing global demand for fresh and frozen food products place this asset class in an irreplaceable position on the global supply chain. In an interview with IREI, Jonathan Epstein, managing partner at BGO, discussed the outlook for cold storage, barriers to entering its market, and suggestions on investing in this emerging sector.
-
White papersAmundi Responsible Investment Views 2025
The responsible investment market normalization continues, in a year marked by additional transparency requirements and continued companies’ commitments
-
White papersPrivate Markets, Edition December 2024
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
-
White papersFront runners: The property types more likely to benefit from rising AI adoption
In the first installment of our artificial intelligence (AI) and real estate series, we introduce a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment.
