All Global articles – Page 5
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White papersFitter, happier, more productive with generative artificial intelligence?
Conventional wisdom says as we live longer, an ageing population will drain the economy. But generative artificial intelligence (gen AI) has the potential to support an active older workforce by improving healthcare outcomes and extending careers by augmenting, not replacing, hard-won expertise.
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White papersRethinking adversity to seize opportunity
Investors have access to plentiful information – and a gauntlet of conflicting views. Gaining clarity on pivotal forces shaping the world, from geopolitics to artificial intelligence (AI) and climate, can best be achieved by discerning data from noise. By rethinking adversity, opportunities emerge.
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VideoA falling rate environment
The outlook for money market funds remains buoyant, says Debbie Cunningham, CIO, Global Liquidity Markets.
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White papersThe time for a convertible bond re-rating has come
As rate cuts hit, shifting monetary policy sets the stage for an asset class resurgence, unlocking value and performance potential.
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White papersTop 3 trends and challenges affecting the life sciences industry
What are the potential consequences for real estate investors?
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White papersWhat makes infrastructure debt attractive? An interesting time to invest?
According to Viktor Kozel, Head of Infrastructure Debt, now is the optimal time to consider infrastructure debt given the huge amount of investment needed to support demographic change, decarbonization, deglobalization and digitalization.
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White papersInfrastructure Debt: ‘A Critical Part of the Capital Solution’
In this podcast with Infrastructure Investor, Pieter Welman participated in a lively conversation on how infrastructure debt is a core part of the capital solution in the transition to a cleaner and more digital-dependant world. Listen to the full episode to hear his latest insights on the infrastructure debt market, including where he and the Barings team are seeing opportunities today.
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White papersAll to Play for in 2024
In this PDI Q&A, Bryan High discusses the trends and dynamics likely to shape direct lending through the remainder of 2024.
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White papersHigh Yield: Scaling the Maturity Wall
The maturity wall facing high yield bond issuers has garnered much attention. But given the market’s short duration profile, lower prices and higher-quality relative to history, the reality facing issuers is less daunting.
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White papersFixed income perspectives Q3 2024: A resilient U.S. economy
Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. economy. And while the Fed continues to navigate a potential soft landing, global central banks are actively transitioning onto a path of easing policy.
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White papersUS 2024 presidential election: The potential global impact
Before the summer we reviewed the upcoming presidential election and its likely impact on the US economy. At that time, President Joe Biden had just bowed out of the race and been replaced by Vice President Kamala Harris. Former President Donald Trump initially led Harris by a modest amount in overall polling approvals, though by less than he had led Biden. Since then, Harris has seen an improvement in ratings. Rising from a deficit of 1.7 points, she now leads Trump by 2 points.
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People NewsMichiel te Paske joins Generali Real Estate as Investor Relations & Capital Raising Director
Generali Real Estate S.p.A announces the appointment of Michiel te Paske as the new Investor Relations & Capital Raising Director.
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People NewsHines Announces Strengthened Investment Management Leadership Team
Hines, the global real estate investment manager, today announced updates to its investing leadership structure in preparation for its next phase of growth. The firm has formed a globally-focused investment management leadership team to enhance coordination across investment strategies and regions, aiming to achieve higher returns, strengthen fiduciary responsibilities, and deliver exceptional value to tenants and stakeholders:
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VideoNot all strategies look like ours: Sustainable Global Equity
In this video, Martin Todd and Henry Biddle highlight the key differentiators that have driven the strategy’s success and made it stand out in a competitive market.
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PodcastOuterblue Convictions – Global Investment Views – Back to reality
This August financial markets went on a rollercoaster ride. Stock markets started the month with huge declines and soaring volatility, before recovering towards month end. What lessons should investors take away from this summer’s events, as the market jitters continue into September?
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White papersMacroeconomic and financial market forecasts - September 2024
Macroeconomic forecasts as of 5 September 2024
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White papersWhen the stars align: Opportunities in global investment grade corporate bonds
The turn in the interest rate cycle toward lower rates potentially provides a strong backdrop for fixed income. And with its high quality, attractive yield and duration profile, we believe investment grade credit could be well positioned to provide investors with strong returns over the coming investment cycle.
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White papersCross Asset Investment Strategy - September 2024
Topic of the Month - The JPY carry trade: what’s next?
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White papersPrivate equity fosters agritech innovation
The growth of impact investing in private equity strategies is enabling a broader set of investors to benefit from companies delivering transformative agritech solutions and regenerating broken food systems.
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White papersGlobal Equity ESG, H1 2024 Report
To make ESG investing truly effective, investors must integrate high-quality data into the investment process. For our Global Equity ESG team, the EU’s Principal Adverse Indicators (PAIs) are a useful tool to support portfolio analysis and direct engagement with companies.
