All Global articles – Page 7
-
PodcastThe Muni Opportunity
Municipal bonds have been one of the more active corners of the fixed income market this year. Near-record levels of new issuance have outpaced demand amid uncertainties stemming from shifts in the policy landscape.
-
White papersInfrastructure CLOs: 101
Infrastructure CLOs are reshaping how institutional investors access essential, income-generating assets—offering a scalable, risk-adjusted entry point into the infrastructure debt market.
-
White papersSecondaries Spotlight: Up, Up & Away
With deal volumes projected to hit $230 B in 2025, the secondaries market is booming. Growing investor demand, new capital sources and scalable structures are creating compelling opportunities—though sustained growth will hinge on continued capital access.
-
White papersDigital Infrastructure Equity: Why Scale Isn’t Everything
Small-scale digital infrastructure, especially edge data centers and bulk fiber platforms, is emerging as an increasingly attractive and undervalued opportunity. These assets can offer critical infrastructure characteristics, inflation protection potential and value retention, with speed, flexibility and resilience needed in a rapidly evolving digital world.
-
White papersSchroders Capital Global Real Estate Lens Q3 2025: your go-to guide to global property markets
Improvements in pricing, valuations and deal activity are evident but have moderated given geopolitical uncertainties.
-
White papersSmooth sailing? Don’t get caught in the cross currents
The full impact of tariffs is not yet clear, but investors’ resilience to crises looks to be challenged. In this CIO Note, Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability, emphasises the importance of focusing on the ‘micro’ when the macro backdrop is uncertain. In a market where return dispersion is growing, Fabiana suggests granular stock selection is key to identifying the winners and taking advantage of idiosyncratic opportunities.
-
VideoNeuberger Berman Private Markets: Q2 2025 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
-
White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – July 2025
Risk assets produced mostly positive performance in July as investors focus shifted towards constructive earnings, strong inflows from both retail and professional communities, as well as a softening in early month factor rotation pressures. The Dow Jones Industrials, S&P500 and the NASDAQ had positive performance. In Equity / Hedged, US Equity Hedged strategies produced mostly positive returns.
-
People NewsRedevco appoints Séverine Maumy as Head of Asset & Transaction Management
Redevco, one of Europe’s largest privately-owned real estate managers, has appointed Séverine Maumy as Head of Asset & Transaction Management effective August 25, 2025. This appointment marks another milestone in Redevco’s growth strategy, strengthening the platform’s capabilities across the full real estate lifecycle. It coincides with a phase of strategic expansion in the retail parks and logistics space, alongside the advancement of Redevco’s proprietary development pipeline.
-
White papersThe Coming Slowdown in Growth and Liquidity: What It Means For Investors in 2H 2025
We believe twin slowdowns in economic growth and global liquidity could weigh on various risk assets in the second half of 2025.
-
White papersRate cuts in focus: Diverging data and the politics of monetary policy
Markets are seeing mixed signals — weak payrolls and rising input-costs from tariffs suggest inflation could pick up, even while employment growth slows.
-
White papersStrategy Outlook – Unified Global Alternatives - Hedge Funds Third Quarter 2025
Trump’s “Liberation Day” tariffs set global equity markets off to a volatile start in Q2 but they ultimately finished the quarter strongly positive as deals were negotiated and uncertainty eased. UGA HF Broad Based Diversified and Broad Based Neutral strategies generated positive performance during the quarter, with gains predominantly driven by Equity Hedged and Trading strategies, while Credit / Income and Relative Value strategies contributed smaller profits.
-
White papersGlobal Emerging Markets Equity Outlook H2 2025
Despite various headwinds, we see compelling opportunities in emerging markets (EM), particularly for quality and growth-oriented investors.
-
VideoNew name, same philosophy: (Re)introducing: Global SMID Equity Engagement
The Fund may have changed its name – but nothing fundamental has changed. In this video, we explain why the philosophy, objectives and process behind Global SMID Equity Engagement all remain the same.
-
White papersGiving due importance to mental wellbeing
Many people are affected – directly and indirectly – by the issue of mental health, and this has been particularly apparent over the last few years amid the pandemic and the cost-of-living crisis. Against this backdrop, the Global SMID Equity Engagement* team engaged with about 60% of the portfolio during 2024 on this topic.
-
White papersTariffs take the headlines, clarity wins the war
Markets responded cautiously to the recent EU-U.S. trade deal. While the 15% tariff on European exports appears to favour the U.S. in the near term, we believe the removal of trade uncertainty outweighs the tariff impact and marginally improves the outlook for European growth and investment. For global investors, the agreement reduces geopolitical tail risks, offers clarity for key sectors and sets the stage for more stable economic conditions in the euro area. This is particularly relevant in a period where policy divergence and fiscal execution remain in focus.
-
White papersWhy investors are turning to emerging market equities amid US perma-volatility
Amid shifts in US policy, emerging markets from South Africa to South Korea are garnering increased investor interest. Explore how advantageous currency trends and governance reforms are presenting compelling avenues for those looking to diversify beyond US-focused strategies.
-
White papersFitting the Puzzle Pieces Together
A pivotal week for economic data, earnings, trade and tariffs has provided support for our constructive medium-term view on the fundamentals of risk markets, although the second half of 2025 will pose challenges with some anticipated softening in the economy and lingering uncertainties around inflation, policy and geopolitical risk.
-
White papersExploring non-fund investments in private real estate
Heightened market volatility and macro uncertainty present both risks and opportunities. Adverse economic cycles, market dynamics, and geopolitical shifts weigh down property values and rental income. When these risks and liquidity constraint persist, market dislocations often lead to compelling opportunities.
-
White papersIn Conversation – Unlocking opportunities in private equity
Despite a challenging market, private equity still has much to offer – especially to investors with access to the most compelling opportunities. Here, our private equity experts explore how private equity and venture capital markets are evolving in Europe and highlight the key investment trends ahead.
