All Global articles – Page 7
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Beyond renewables: Investing in the global energy transition
The global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors.
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Trends and opportunities in impact credit: Q&A with Stephen Liberatore and Jessica Zarzycki
The fast-growing market for impact credit offers investors a rich source of opportunity and diversification. Nuveen portfolio managers Stephen Liberatore, CFA® and Jessica Zarzycki, CFA® discuss the latest market developments.
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Global Investment Views - November 2024
“We are slightly constructive on risks towards segments where fundamentals are strong, and ignore areas where upside potential looks limited.”
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ISA Focus: Rebalancing past and present
We regularly receive questions about past property market dislocations and what they might tell us about today, such as: Is office the new retail?, Will the 7+ years it took retail to rebalance be a template for office? and Should we be worried about the wave of supply in US apartments?
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People News
Hines Hires Former Head of Carlyle Private Wealth
Experienced leader tapped to build out firm’s growing global private wealth solutions platform
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2024 Global Listed Infrastructure fall update
Recent shifts in equity market leadership have begun to benefit infrastructure stocks. The long-term case for an active listed infrastructure allocation remains compelling.
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Will COP29 be an enabling COP?
The 29th United Nations Climate Change Conference COP29 comes at a unique point in time.
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Global real estate market outlook Q4 2024
Geopolitical and economic risks are rising, but real estate risks are falling as more opportunities emerge.
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The Rise of AI and ESG
Artificial intelligence (AI) is touching almost every corner of the global economy. But what are the implications for environmental, social and governance (ESG) issues?
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What Will Differentiate the Asset Management Winners of Tomorrow?
From the rise of private markets to the proliferation of artificial intelligence (AI), the asset management landscape is changing quickly. How can managers stay relevant and competitive in the decade ahead? Martin Horne weighs in.
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High Yield: Resilience Amid a Shifting Backdrop
With the favorable fundamental and technical backdrop firmly in place, and attractive income opportunities remaining in both bonds and loans, the case for high yield continues to be compelling.
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Asset Allocation at Official Institutions: Taking the Three Critical Steps
A deeper dive into our optimized portfolios for Central Bank Reserves, Sovereign Wealth Funds and Public Pension Funds.
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Q4 2024 Outlooks: Implications of Rate Cuts, Geopolitics, and Economic Uncertainty
In delivering on expectations for a policy pivot as the summer came to a close, the Federal Reserve joined its global peers in kicking off a new rate-cut cycle at a time when global economies are experiencing uneven growth and an uncertain path ahead. Meanwhile, anxieties have seemingly intensified with US elections in the fall, war in the Middle East, and persistent tensions between global powers, all of which place geopolitics right in the middle of the investment outlook.
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Part II: Resilient Investing Amid Geopolitical Uncertainty
In an increasingly uncertain environment, PGIM surveyed investors across the US, Europe, Asia-Pacific and Middle East to uncover how geopolitical risks are changing the way institutions are constructing their portfolios and approaching risk management. The results shed light on the risks that investors fear most, as well as the actions they are taking to either mitigate the potential fallout or capitalize on opportunities that emerge.
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Finding opportunities in European real estate debt
Dave White, Head of Real Estate Debt Strategies, and Dominic Silman, Europe Head of Debt and Value-add Capital Research and Strategy, discuss how we find opportunities and the evolution of the investment landscape over the last 15 years.
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No Autumn chills for Global Investment Grade Corporate fundamentals
Investment grade (IG) indices remain close to recent tights. Similarly, corporate fundamentals are in an extremely strong position. Our credit work looks to identify where there is a mismatch between the fundamental expectations and valuations of issuers, on a name-by-name basis. We also aggregate the single name expectations each quarter to give a view of the market as a whole.
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Multinational companies can thrive in tough times
A common question investors ask is about the impact of de-globalisation. The risks are clear: rising US-China tensions, conflict in Europe and the Middle East, increasing trade barriers, broken supply chains, a slowing global economy and bouts of volatility in equity markets.
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Global Outlook 2025
In 2025, we believe the core question to dominate economic discussions is where the unobservable natural rate (r*, the neutral rate of interest that supports full employment and constant inflation) lies and when central banks should stop cutting.
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The timeless nature of income investing
Capital gains took a precedence during the post-Global Financial Crisis era of ultra-low interest rates and quantitative easing measures implemented by central banks. Now we find ourselves in a very different environment, we believe income investing could be making a comeback. Alex Rolandi speaks with the investment teams to find out why this is important, and how investors can address the income challenge without sacrificing growth.