All Global articles – Page 46
-
White papersSchroders Capital Global Real Estate Lens October 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papersIPM monthly blog – Edition October 2023: Our monthly insights into private markets
US interest rate expectations have moved higher as the economy has remained robust, leading to the possibility of another interest rate rise and a likelihood that rates will show only small (if any) cuts in 2024. Higher-for-longer rates would be a headwind for real estate markets, though a strong economy is positive for occupier demand.
-
White papersGeopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
-
VideoContinued ESG improvements across PATRIZIA funds: Commentary on the 2023 GRESB results
Three PATRIZIA funds – European Infrastructure Fund (EIF) II, Smart Cities Infrastructure Fund (SCIF) and PanEuropean Fund – achieved 5* ratings for ESG performance in this year’s GRESB results.
-
White papersInvesting in alternative credit: perspectives on opportunities and risks
Even as traditional fixed income yields appear more attractive, institutional investors continue to explore alternative credit asset classes as a way to potentially improve the risk/return profile of their portfolios.
-
White papersFixed Income Perspectives Q4 2023
Quarterly macro and market insights from Capital Group’s fixed income team.
-
White papersCentral banks’ endgame: a new policy paradigm
”Investors will need to adjust to a paradigm shift away from the accommodative policy stance that has supported financial asset prices, to an environment that should make bonds more attractive while increasing the risk-adjusted required returns for other major asset classes.”
-
White papersTighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
-
White papersFixed Income Investment Outlook 4Q 2023: Staying Airborne
Tight monetary policy is slowing growth, but we see room to avoid a hard landing in the U.S. while Europe and China remain key risks on a global basis. In a higher-for-longer rate environment, shorter maturities offer opportunity, with potential for modest duration extension in the two- to seven-year range. Within credit, we favor enhancing quality and are finding particular value in securitized markets.
-
White papersAsset Allocation Committee Outlook: 4Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
-
White papersMacroeconomic and financial market forecasts - October 2023
Macroeconomic forecasts as of 9 October 2023
-
White papersReal estate: recovery in progress
With macroeconomic trends continuing to impact real estate, Carly Tripp, Global Chief Investment Officer of Nuveen Real Estate, sheds light on the recovery process and how real estate is performing across regions.
-
White papersHow are style and inflation risks influencing ESG investors?
Soaring inflation and sharp shifts in equity market leadership have taken their toll on investors over the past 18 months or so. But how are these market events playing out in the ESG arena?
-
White papersA bond market bruising: market snapshot
The yield on global government bonds reached multi-decade highs this week, as markets adjust to a sustained period of higher interest rates.
-
White papersThe Fast and The Fuel-Less
Under pressure to find sustainable and less expensive alternatives to internal combustion vehicles, the shift to electric vehicles has been gaining momentum.
-
White papersSDG Engagement Equity Q3 2023 case study: LKQ
LKQ is a global distributor of vehicle products, including replacement parts, used in the repair and maintenance of vehicles.
-
Asset Manager NewsAchmea Real Estate: Maximum rating for all Dutch funds and portfolios in GRESB
All Dutch real estate funds and portfolios managed by Achmea Real Estate have achieved the maximum rating of five stars in the leading Global Real Estate Sustainability Benchmark (GRESB). This means they are among the best-performing funds and portfolios globally in terms of sustainability.
-
Asset Manager NewsReaching new heights: In the 2023 GRESB Real Estate and Infrastructure Assessments
UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to build momentum with another set of strong results in the 2023 GRESB Real Estate and Infrastructure Assessments.
-
White papersEssential assets: The case for listed infrastructure
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
-
White papersMarkets hit by ‘higher for longer’ rate expectations
After a volatile September, the S&P 500 Index is heading towards its first quarterly loss in 12 months.
