All Global articles – Page 9
-
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.
-
White papersDecoding Key Signals in the Relative Prices of Precious Metals
We believe the interplay among the prices of precious metals has important implications for constructing resilient, full-cycle commodity portfolios.
-
PodcastEnhancing Insurance Portfolios Through Private & Alternative IG
How can insurers enhance spread and improve capital efficiency in today’s credit markets? Patrick O’Sullivan joined the InsuranceAUM.com podcast to explore opportunities across CLOs, commercial mortgage loans, portfolio finance, and private ABS.
-
PodcastHigh Yield: Tariffs, Tensions & Tactical Shifts
Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicated loans today.
-
White papersMoment of clarity: August macro and asset class views
There’s a well-worn investing cliché that “markets hate uncertainty.” While often repeated, it’s somewhat tautological – uncertainty is intrinsic to investing, and a wider distribution of outcomes naturally demands higher risk premia. What’s less mentioned, however, is the inverse: markets love a reduction in uncertainty, even when the resolution of that uncertainty is not ideal.
-
White papers2024 Stewardship Annual Report
Read about Allspring’s stewardship efforts in this year’s annual report. We aim to advance the financial, operational, and sustainability performance and risk management of investee companies for years to come.
-
VideoMid-year investment update – Which way will the wind blow?
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the US economy persist as deregulation, lower energy prices, mergers and acquisitions, fiscal stimulus and business investment outweigh the effects of import tariffs on inflation and consumption?
-
White papersWhy REITs Can Escape Trade Uncertainty
In our 2025 Global Outlook Report, we identified one of the year’s defining challenges for investors: navigating an increasingly complex and volatile macroeconomic environment. Now, as we approach midyear, those concerns have not only materialized-they’ve intensified.
-
PodcastGlobal Investment Views - Deal or no deal, expect twists and turns this summer
With summer well underway in Europe, many may be on holiday, but this hasn’t done anything to slow the newsflow. In particular, announcements from the US are keeping analysts busy. Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, get together to work out what the latest developments mean for the markets and share their investment views for growth, inflation and asset valuations.
-
White papersWhy REITs Can Escape Trade Uncertainty
With over 25 years of experience managing real estate through every kind of market cycle, Hazelview Investments knows where to look when conditions get tough. Our latest whitepaper, Why REITs Can Escape Trade Uncertainty, unpacks why real estate investment trusts remain one of the few asset classes built for resilience in a high-volatility, high-risk landscape.
-
White papers2025 Global Public Real Estate Outlook Report
In last year’s outlook report, we anticipated that REITs were on the verge of takeoff in 2024. By summer, REITs hit the inflection point we were anticipating, and investor sentiment improved significantly towards the asset class. However, more cautious commentary during the Federal Reserve’s December meeting around future rate cuts led to a sharp market pullback in the final weeks of 2024. Despite this, global REITs ended the year with a mid-single-digit positive return.
-
White papersGlobal Equities: The Rise of New Market Leaders
We are upgrading Japan to overweight as our concerns about a stronger yen abate and while we continue to be positive about corporate reforms and the end of deflation in Japan. We maintain our recommended overweight exposures to Europe and China. On the style front, we reaffirm our preference for value over growth, and small caps over large caps in the U.S.
-
White papersCross-border capital investment across global commercial real estate markets
While the majority of global real estate transactions in the most liquid real estate markets are by domestic investors, cross-border capital flows where the capital source isn’t the same country as the asset purchased, are also significant. Due to the recent shift in US tariff policy, cross-border investments into the US are being delayed or deferred. Since the US is the largest global commercial real estate (CRE) market, accounting for 38% of global transaction activity in the past 10 years, if capital flows are reallocated away from the US, how might this impact other key global real estate markets? (We also look at the implications on US commercial real estate liquidity and pricing in our companion piece, “Cross-border capital investment in U.S. commercial real estate”.)
-
White papers2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
-
White papersREITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection. We also touch on the role of active management within the REIT space, highlighting how it can potentially outperform passive strategies, particularly in today’s climate of economic volatility and sector-specific opportunities.
-
White papersThe future of nuclear energy: Fact, fiction and fission
What role should nuclear power play in the energy mix? Answers to this question have differed across countries and over time. Though policies and uptake across the globe remain varied, there’s now growing interest in both established and new reactor technologies – even in some countries that have historically been wary.
