All Global articles – Page 42
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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 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.”
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White papersISA Focus: Rebalancing past and present
We regularly receive questions about past property market dislocations and what they might tell us about today, such as: Is office the new retail?, Will the 7+ years it took retail to rebalance be a template for office? and Should we be worried about the wave of supply in US apartments?
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People NewsHines Hires Former Head of Carlyle Private Wealth
Experienced leader tapped to build out firm’s growing global private wealth solutions platform
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White papers2024 Global Listed Infrastructure fall update
Recent shifts in equity market leadership have begun to benefit infrastructure stocks. The long-term case for an active listed infrastructure allocation remains compelling.
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White papersWill COP29 be an enabling COP?
The 29th United Nations Climate Change Conference COP29 comes at a unique point in time.
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People NewsIPUT strengthens Board with appointment of Ian Gleeson
IPUT Real Estate (‘IPUT’), Ireland’s leading commercial property investment company and the largest owner of offices and logistics assets in Dublin, announces the appointment of Ian Gleeson to its Board as a non-executive Director. Ian brings significant expertise in the Irish and international real estate markets, having worked in a diverse range of roles covering Europe, the US, and Asia Pacific.
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White papersGlobal real estate market outlook Q4 2024
Geopolitical and economic risks are rising, but real estate risks are falling as more opportunities emerge.
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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?
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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.
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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.
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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.
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White papersNo Autumn chills for Global Investment Grade Corporate fundamentals
Investment grade (IG) indices remain close to recent tights. Similarly, corporate fundamentals are in an extremely strong position. Our credit work looks to identify where there is a mismatch between the fundamental expectations and valuations of issuers, on a name-by-name basis. We also aggregate the single name expectations each quarter to give a view of the market as a whole.
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White papersMultinational companies can thrive in tough times
A common question investors ask is about the impact of de-globalisation. The risks are clear: rising US-China tensions, conflict in Europe and the Middle East, increasing trade barriers, broken supply chains, a slowing global economy and bouts of volatility in equity markets.
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White papersGlobal Outlook 2025
In 2025, we believe the core question to dominate economic discussions is where the unobservable natural rate (r*, the neutral rate of interest that supports full employment and constant inflation) lies and when central banks should stop cutting.
