All Global articles – Page 4
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VideoVideo For IPOs, a three-legged stool worth touting
Resilience, timing and the pipeline have supported a robust IPO market this year.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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White papersThe intelligence dividend: what AI means for portfolios
The AI investment boom is reshaping capital markets at a historic pace, but its effects on growth, inflation, and employment are far more nuanced than the headlines suggest. Nuveen’s latest research cuts through the noise, examining what the data actually shows about AI’s productivity payoff, its surprisingly complex inflation footprint, and what it all means for portfolio positioning today. Explore the full paper to see where the opportunities and risks may lie in navigating this evolving landscape.
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White papersMacro outlook: Growth hinges on Iran war, AI rollout
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
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White papersFarmland: The Red Thread – Alternatives, mid-year edition 2026
As energy prices ripple through global agriculture, investors are questioning farmland’s resilience. Dan Murray, Head of Farmland, cuts through the noise, explaining why rising input costs may test farmers in the short term, but need not derail the long-term strength and value of well-structured farmland investments.
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White papersPrivate markets: The Red Thread – Alternatives, mid-year edition 2026
Active portfolio management in uncertain times
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White papersHedge funds: The Red Thread – Alternatives, mid-year edition 2026
2Q26 outlook - The conflict in the Middle East and subsequent closure of the Strait of Hormuz are shifting the global economy from a ‘goldilocks’ state (steady growth and falling inflation) towards stagflation (lower growth and rising inflation). The recent rebound in risk assets, albeit welcome, may prove short-lived; supply chain disruptions are underway as energy prices and shipping costs rise and global inventories are depleted.
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White papersPrivate equity: The Red Thread – Alternatives, mid-year edition 2026
Private equity returns had a strong quarter, with steady fundamental performance during a turbulent 1H26 that contained several surprises. Artificial intelligence (AI) fears weighed on software valuations in private equity (PE) portfolios, as funds scrambled to assess the threat of AI to business models. Public software valuations continue to face pressure in AI‑exposed segments, although the market is becoming more perceptive to business model differences. This repricing in public markets increases the risk of delayed spillover effects on private software valuations.
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White papersIn an Unsettled World, Value Investing Can Add a Layer of Defense
Why have value stocks been more durable than expected in today’s uncertain market environment?
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White papersDirect Lending: What’s Changed — and What Hasn’t
Welcome to this month’s edition of Where Credit is Due — a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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PodcastESG Thema #23 - Digital Transition Series - The Social Dimensions of Responsible AI Deployment
AI has become a material source of economic opportunity and innovation. OECD economists argue that it can raise productivity by improving business processes, output quality, innovation and the efficiency with which firms use labour and capital, under the right organisational and policy conditions. However, AI diffusion also introduces risks that can undermine its potential for positive economic and wider societal impact if not managed through an ethical approach to development and deployment.
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White papersAviation Leasing: Looking Beyond the Fuel Price Shock
Stress for airlines may be opportunity for lessors.
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White papersPrivate markets offer financing solutions during periods of geopolitical transition
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities. As countries place greater value on strategic physical assets, private capital is likely to play an increasingly important role in funding critical infrastructure and other public goods.
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White papersA wider pitch: lessons from the largest football World Cup in history
The 2026 football World Cup will be the largest in history. For the first time, 48 nations will compete, up from 32, and it will be co‑hosted across three countries: the United States, Canada and Mexico. This expanded format creates more qualifying places, particularly for regions that have historically been under‑represented and introduces additional routes into the tournament.
