All Global articles – Page 47
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White papersOutlook 2025-2026: Trump-starting the global economy
2025 may be characterised by divergence across the world’s main economic regions, around three dimensions: underlying growth, fiscal policy, and monetary policy
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White papersTrumponomics to provide new twists in 2025
The US election and the radical economic programme President-elect Donald Trump has promised to implement will heavily influence macroeconomic developments in 2025. While much of the course of the year from an economic perspective is largely baked in, reflecting the existing momentum (or lack of) of the major economies, ‘Trumponomics’ will affect all and provide new twists.
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White papersThe Head of Macro Research view: Trump-starting the global economy
Two major policy uncertainties lie at the heart of the global outlook for 2025 and 2026. The first is the extent that US President-elect Donald Trump translates campaign promises into policy. Our view is that he will not fully deliver what he suggested on tariff increases, migrant deportations or fiscal loosening. However, we anticipate enough delivery to materially impact US growth as these policies bite into 2026.
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White papersThe Chief Economist view: Divergence
2025 may be characterised by divergence across the world’s main economic regions, around three dimensions: underlying growth, fiscal policy, and monetary policy.
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White papersGlobal Real Estate Outlook 2025: A new chapter begins
Appetite for real estate investments is continuing to rise, given most global markets have reached a turning point, with capital values largely stabilised and some having begun their recovery phase. As we enter a new cycle, we believe lower entry prices, coupled with strengthening rental growth, make for attractive return potential.
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White papersOutlook 2025: Highlights and investment implications
Two major uncertainties lie at the heart of the global economic and investment outlook - to what extent will US President-elect Donald Trump translate campaign promises into policy and how successful will China be in reigniting its economy?
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White papersReal estate investment enters a new era
Alternative sub-sectors offer unique demand drivers and the potential to outperform core real estate sectors.
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White papers2025 Outlook: Global Real Estate Roundtable
In an environment characterized by change, our real estate debt and equity experts weigh in on the challenges and opportunities investors are likely to encounter across the global real estate markets in the year ahead.
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PodcastOuterblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world
In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months. This year, the task was made harder by the US elections, the strong chance of a shift in policy, and the potential spill over to other regions.
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White papers2025 Global Fixed Income Outlook
The results of the U.S. presidential election are on many investors’ minds heading into 2025. What are the potential implications for global fixed income markets?
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White papersGlobal Investment Grade Corporates: Let the Good Times Roll!
Major central banks easing policy, solid economic growth and moderating inflation should bode well for global investment grade corporate credit. So, is global investment grade corporate the current sweet spot in fixed income? We think it might just be.
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White papers2025 Outlook: Global Fixed Income Roundtable
Against a shifting macro, political and geopolitical backdrop, our fixed income portfolio managers explore the future prospects for high yield, emerging markets debt, and investment grade credit.
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White papersStanding Out in IG Credit
Current yields and total return prospects are presenting an attractive case for IG credit—but a global and flexible approach is key to capturing the diverse range of potential opportunities to generate alpha.
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White papersExploring emerging trends in the logistics and light industrial sector
“Progress is impossible without change, and those who cannot change their minds cannot change anything.” As George Shaw rightly pointed out, continuous rethinking and development of strategies is essential for growth. In recent seasons, we have explored key megatrends like Industry 4.0, urban logistics, the rise of e-commerce, and de-globalisation. While the first three remain important components of the sector and continue to develop and shape the market, some megatrends are changing, thus offering opportunities and challenges alike.
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White papersIs real estate in recovery mode?
Following two years of cumulative losses, global real estate returns turned positive in the second quarter, suggesting a budding recovery in the asset class. In the era of low interest rates, real estate values were flying high. Globally, quarterly total returns reached 5.0% in Q4 of 2021 and 17.8% year-over-year in the subsequent quarter, according to the MSCI Global Quarterly Property Index – figures that were well above long-term averages. The tightening cycle that followed more than unwound those gains, with values now back to 2018 levels.
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White papersCOP29: Temperature Overshoot, Policy Undershoot
As COP29 gets underway, we consider the meeting agenda against the background of both the climate itself and recent progress on climate policy and financing.
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White papersBeyond paper gains: the rising prominence of DPI and its focus on real returns
The private equity industry is undergoing a mindset shift with regards to returns. As traditional exit routes remain gridlocked and liquidity scarce, investors unable to turn portfolio returns into cash are rethinking what successful private equity performance looks like.
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White papersData centers
Data centers are growing rapidly across the world. How can we manage their sustainability impacts?
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White papersISA Outlook 2025: Global – The dawn of a new real estate cycle
Almost three years after interest rates began to spike leading into the Great Tightening Cycle, the first light of a new real estate cycle is clearly visible on the horizon. As with the start of every new day, however, opportunities and challenges lie ahead.
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VideoGlobal investment grade thoughts from Damir Bettini
According to portfolio manager Damir Bettini, all-in yields on global investment grade credit of between 4.5% and 5%, for an asset class that is A-minus rated on average, seem attractive. If you factor in central banks cutting rates, we could be looking at mid to high single-digit total returns over the next 12-18 months.
