All Global articles – Page 6
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White papersHow Banks and Private Markets Are Redefining Credit
The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for dynamic allocation across the credit spectrum.
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White papersGlobal pension trends: What to expect in 2026
The world’s pension assets are concentrated in 22 major markets and total some US$58.5trn, as at the end of 2024, with the US accounting for 65%. In all, the top seven markets – the US, UK, Japan, Netherlands, Switzerland, Australia, and Canada - account for US$53.5trn.
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White papersOutlook 2026: Core investment implications
While the global economy demonstrated remarkable resilience in 2025, the true impact of US tariffs – one of the year’s dominant stories - remains uncertain. However, the International Monetary Fund has raised its 2025 global growth forecast to 3.2% from the 3.0% it projected in July and has kept its 2026 estimate at 3.1%.
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White papersGlobal pension trends: What to expect in 2026
Pension reforms are at an inflection point as UK and Dutch pension systems enter 2026 with high funding ratios, regulatory clarity, and the scope to re-risk in controlled ways. We expect much wider adoption of cash-flow driven investing (CDI) strategies for defined benefit (DB) plans and some re-risking for the forthcoming Dutch collective defined contribution (DC) system.
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Despite a turbulent period of sustainable investing, commitment to sustainability remains strong across Europe and Asia.
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White papersReal assets outlook: Widening investment opportunities
The logistics sector continues to lead the way within the real assets universe, in both the US and Europe. High-quality offices are seeing an improvement in pricing as the ‘return to office’ mandate gathers pace.
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White papersAlternative credit outlook: Stability amid global shifts
Global markets have shown remarkable resilience despite persistent geopolitical tensions and evolving trade dynamics. Since the implementation of the ‘Liberation Day’ tariff measures, risk assets – particularly credit – have remained strong, supported by resilient economic growth and increasingly accommodative monetary conditions.
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White papersInvestment Outlook 2026 – The shifting investment landscape
Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience.
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White papersThink global beyond the tech race
“The tech capex supercycle is no longer just a US story — China is catching up, and global adoption across industries is turning this into a global opportunity.”
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White papers‘Controlled Disorder’ with room for accidents
We will remain in an environment of heightened geopolitical risk in 2026. This is a result of various megatrends still playing out, including: the transition to multipolarity, economic warfare, US–China competition, as well as the arms and technology race underway. The war in Ukraine and tensions in the Middle East are additional factors. As geopolitical risk remains elevated, so is the likelihood of downside surprises and tensions flaring up. However, geopolitics also defines trends that bring opportunities. While uncertainty will prevail, geopolitics in 2026 will bring both upsides and downsides for investors.
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White papersMacroeconomic outlook: Surprisingly resilient
The global economy has proved surprisingly resilient in 2025. In the immediate aftermath of Liberation Day, the IMF forecast that the global economy would grow by 2.8% in 2025. It now expects global growth of 3.2% this year.
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White papersMarket Outlook - Global equities: The great divide
US equity market returns are likely to continue diverging along the lines of technology and the rest of the market: the Nasdaq 100 index delivered a 50% return from the post-Liberation Day lows to the end of October while the Russell 1000 Value index rose by less than half that. That outperformance continues a long-running trend.
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White papersInvestors reveal their top ESG investment themes and more
At a time of macroeconomic and geopolitical uncertainty, our fifth annual ESG Global Study finds that most investors remain committed to considering ESG issues in the investment process.
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White papersInnovation in the face of change
The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.
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White papersThe investment landscape of data centers: opportunities and challenges
The digital age has ushered in a paradigm shift in how businesses operate and individuals engage with technology. Data centers play a central role in this transformation and have emerged as critical infrastructure for the modern economy. For investors, the story today revolves around a simple tension: accelerating demand versus constrained supply. Exploring the investment opportunities for data centers, the factors driving demand, the sector’s challenges, and the European market’s unique positioning reveals a complex yet promising landscape.
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White papersLifting the veil on headline CRE returns: A market ripe for alpha
It posits that headline CRE return metrics may mask underlying dispersion — creating opportunities for active investors to generate “alpha” by selectively targeting under-appreciated assets in a changing macro and financing environment.
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White papersData, power, and the next investment frontier
Cloud computing and artificial intelligence are driving an unprecedented surge in hyperscaler investment and reshaping the geography of global digital infrastructure
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White papersCredit Markets Face the AI Wave
As tech giants tap credit markets to finance artificial intelligence, we consider the broader impacts of AI on fixed income.
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White papersThe Rise of Experiential Yield
Why the most resilient investments are those people feel
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White papersGlobal real estate perspectives: repricing and opportunity across cycles
In an era of repricing and tighter liquidity, BGO Co-Presidents, Amy Price and Toby Phelps, discuss how market dynamics across North America and Europe are shaping the next chapter of real estate investment.
