All Global articles – Page 51
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PodcastThe Mission Toward Carbon Transition
Global energy demand continues to increase as populations grow. Therefore the global economy is shifting into a greener one, or is it? What role does carbon play across infrastructure and are companies implementing changes across their operations as a result?
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White papers*Private market assets: the new funding stream that’s here to stay*
Private market assets have transformed the investment landscape in the 14 years since the global financial crisis.
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WebinarRecession and Inflations - Historical Lessons
Managing Partner and Head of Global Securities, Corrado Russo walks though how REITs have performed before, during and post the previous recessionary periods and what that might suggests in terms of expectations looking forward.
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White papersCash dethroned: reallocation opportunities for insurers under Solvency II
‘Cash is king’ remains at the forefront of many defensive allocations for insurers operating under Solvency II. However, ultra-low cash rates, rising short-term bond yields and inflation are all a material drag on portfolio returns. We believe it is possible for these insurers to reallocate a strategic part of their cash holdings to potentially higher-yielding, liquid, defensive assets without incurring excessive risks or capital costs.
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White papersClimate of change: THINK EQuilibrium
Finding balance amid momentous shifts in markets, the environment and society
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White papersStock-Bond Correlation: A Global Perspective
The correlation between stock and bond returns has been reliably and persistently negative for the last two decades across Developed Markets (DM) – matching the US experience. During this regime, stocks and bonds have hedged one another, dampening overall portfolio risk for a given level of equity allocation.
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White papers400G Networking: Empowering Data Centers
As data consumption rises, so does the need for hyperscale data centers. What opportunities could this bring?
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White papersFive Reasons Private Assets May Offer Shelter from the Storm
Given the challenges in today’s market, private assets can offer a number of advantages—from an illiquidity premium, to diversification, to protection from rising rates and inflation.
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White papersThe 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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WebinarThe 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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VideoIncome 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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White papersThe 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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White papersThe 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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White papersSecurity 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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White papersConflict 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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White papersA (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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White papersGlobal 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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WebinarWebinar: 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 papersReal 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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PodcastThe 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?
