All Global articles – Page 47
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White papers
The ECB Joins the Growing Circle of Hawks
The ECB officially joined the hawkish camp, announcing a more aggressive path of rate hikes, which led markets to reprice the euro curve higher. Meanwhile, despite a move higher in initial claims, a strong U.S. jobs report will keep the FOMC on its hawkish rate-hiking path.
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Video
We know what it takes to make a difference
It takes working together to drive sustainable transition across People, Climate, and Earth. It takes Aviva Investors.
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Webinar
The next ten years: opportunity and risk in global real estate
Watch Nuveen’s market-leading real estate experts as they offer views on the short and long-term opportunities and risks in today’s real estate markets.
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Video
Income opportunity with real estate
Investors today are re-evaluating risk and reward in their portfolios. Real estate can fulfill a need for stability, diversification, performance, and yield, in a world starved of income.
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The Space Economy Achieves Lift-Off
Space-based industry is much more down-to-earth than you might think—and every day it touches more and more of our lives
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The Fed Can’t Stop, Won’t Stop
The Fed turned more hawkish this week, upgrading its outlook for the Fed Funds rate, and lowering its outlook on growth—leading to a risk-off tone in markets. Meanwhile, the ECB announced a new tool to help address the uneven transmission of monetary policy normalization.
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Security Concerns Add Urgency to Global Energy Transition
Russia’s invasion of Ukraine has caused enormous human suffering and upended the previous political consensus in Europe. It’s also prompted concerns that Western countries will be distracted from environmental priorities as they struggle to replace embargoed Russian oil and gas. But data suggest otherwise—that the global energy transition is accelerating and that the widespread effects from the conflict bolster the secular growth case for renewable energy.
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Conflict Brings a New Challenge to Global Food Security
February 24 marked the beginning of one of the largest military conflicts to break out in Europe since World War II, as Russian military forces invaded Ukraine. The unprovoked and devastating attack ratcheted up geopolitical tensions and triggered a massive humanitarian crisis.
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A (stag?)flationary tantrum: assessing the current market sell-off
We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation fears will continue to drive the market and risk assets are likely to remain very volatile, particularly the most indebted companies and those with still excessive valuations.
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Energy shock: War sparks bond risks and opportunities globally
Views from our fixed income experts on how the shift toward a zero carbon future impacts sovereign debt in Europe, the importance of credit fundamentals among US shale-oil companies and how rising rates are creating different outcomes in emerging markets.
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Global real estate outlook: The impact of rising inflation
As prices surge to their highest levels in decades, the impact of rising inflation is a concern for investors everywhere. As downside risks have increased, real estate markets are dealing with the impact of rising debt and construction costs, as well as potential asset repricing.
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Webinar
Webinar: Investing in Real Estate - Why and How
Adding real estate to your portfolio can enhance income, improve diversification and provide an excellent hedge against inflation. Join Hazelview Investments’ Corrado Russo and Michael Tsourounis to learn more about how client portfolios can benefit from real estate investments and the different ways to approach this asset class to suit your client’s risk-return profile.
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White papers
Real Estate Outlook – Global, Edition 2 - 2022
As restrictions due to COVID-19 gradually fade away and life returns to pre-pandemic-like conditions, apart from China and Hong Kong where new lockdowns have been imposed, the global economy faces new challenges. The unexpected war in Ukraine has rocked the international order and had a big impact on energy and agricultural markets and on specialist products produced by Russia and Ukraine.
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Podcast
The Paradigm of Purpose and Profit
As more companies across the business ecosystem face increased scrutiny on Environmental, Social, and Governance issues, the more they will need to respond. What has changed in the world that makes thinking about sustainability so critical to companies and investors?
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Seizing opportunities
The pandemic has accelerated demand growth for rental residential, notes Brice Hoffer, with mature and frontier markets each offering compelling opportunities
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A focus on inflation
The conflict in Ukraine has delivered a commodity price shock similar to that of the early 1970s, shattering hopes that the inflationary uptick may prove to be transitory.
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White papers
Descending From Extremes Is a Rocky Process
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
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White papers
Aluminium: Investing into the decarbonisation paradox
In this latest edition of our quarterly Spectrum report, experts from Federated Hermes consider the question of aluminium. The lightweight metal will play a crucial role in the energy transition but will need to address its own carbon footprint first.
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A Scenic But Treacherous Trail
Aggressive central bank tightening and declining purchasing power suggest the slowdown in growth should be steep, and faster than the inflation slowdown.
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Shifts & Narratives #20 - Stagflation and its roots in capital misallocation
In the ongoing regime shift, investors have to deal with significant legacies stemming from the previous ‘Volckerian’ regime, namely two forms of inflation: asset price inflation over the course of three decades and, more recently, inflation in the price of goods and services.