All Global articles – Page 98
-
White papers
Quick Thoughts: Wall Street and Main Street Disconnect
A look at how COVID-19 has accelerated economic changes and what may have caused the stock markets’ second-quarter ascent.
-
White papers
Cash flow matching through a crisis
As defined benefit pension funds mature, their need for cash-generating investments only increases.
-
White papers
How Will Economics & Politics Shape Markets in H2 2020?
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.
-
Asset Manager News
Implications of the global debt explosion
Global debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting liquidity into most parts of the world economy, the debt predicament is set for a worse path. We explore the implications for sovereigns, financials and corporates, particularly from the perspective of credit investors.
-
White papers
Fast fashion during the pandemic
As global lockdowns forced high-street clothing shops to shut earlier this year, fast fashion has been under severe pressure. The coronavirus crisis has resulted in a slump in demand for new clothes, which has had a ripple effect across the industry’s international supply chains.
-
White papers
Invesco Real Estate webinar: The Outlook for Global Offices
Following the recent experience of many global office employees working from home, debate now rages on the outlook for office demand going forward, including how offices will be used and where companies should choose to locate. At this stage we are a long way from having hard answers to these issues and should expect the final outcome to differ across various markets.
-
White papers
How can private equity investors ensure capital is put to work through the Covid-19 crisis?
The Covid-19 crisis may interfere with the steady deployment of private equity capital. Investors will need to evolve their traditional view of the market to keep their money working as hard as possible.
-
White papers
WFH: Is it the death knell for offices?
Some real estate investors believe the successful working from home experiment during this crisis will lead to a long-term decline in demand for offices. We think this is premature.
-
White papers
Q&A: The Pandemic and Politics
Assessing the 2020 race in light of COVID-19, economic weakness and civil unrest.
-
White papers
Emerging Markets: Opportunities And The Road Ahead
Our Emerging Markets Equity CIO Manraj Sekhon provides the team’s midyear outlook and reasons for optimism.
-
White papers
The hottest equity themes in a post-pandemic world
It is already clear that the 2020 pandemic has given rise to a cycle of low growth and high debt. In this setting, value added will likely be generated more effectively by actively picking equity investments and doing so with a high dose of conviction. We believe that to find the incongruities in performance between the top companies and the others, investors need to be highly selective.
-
White papers
Asian Health Care Equities: All Dressed Up, But Nowhere to Go (Yet)
Templeton Global Equity reviews trends and opportunities in this sector.
-
White papers
The “Pandemic Put” Can’t Last Forever
As the second half comes into focus, investors will have to contemplate a world in which the risks remain—and the backstops come with strings.
-
White papers
GCC/MENA Bond Market Update
Our CIOs’ Global Investment Outlook offers perspective on the investment landscape and the US elections.
-
White papers
Emerging market equities – Assessing the regional prospects
Even if we expect emerging market equities to outperform their developed market peers, country and sector differences, as always, will be significant.
-
White papers
ECB QE Monitor – June 2020
ECB strengthened its intention to make its action long-term: The ECB revised its medium-term inflation target substantially on the downside. Core inflation is forecast to reach only 0.9% in 2022 (0.8% in 2020, 0.7% in 2021). The ECB justified the adjustment of the size of the PEPP by ...
-
White papers
Asian Credit Remains Firmly Investment Grade
Spread-widening in the Asian credit markets due to COVID-19 is understandable, but we believe it overstates downgrade and default risks, and represents an attractive value opportunity for long-term investors.
-
White papers
Giving credit to decarbonisation (part 1)
What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers, and how can climate action positively impact the performance of companies?
-
White papers
Real Estate: The Last Dance for gut feel investing
Commercial property investors could learn a lot from the data-led revolution that has taken place in basketball in recent years, as Chris Urwin explains.
-
White papers
Green News & Views: Green Bonds – Innovative financing and a cornerstone of responsible investing
UBS Asset Management’s Real Estate & Private Markets business is one of the largest asset managers in real assets worldwide, currently managing over USD 100bn globally. By combining the joint expertise of over 500 talented people working across Direct Real Estate and Direct Infrastructure as well as Multi-Manager Solutions in Real Estate, Infrastructure and Private Equity, we believe we can offer clients integrated solutions to optimize the diversification of client portfolios, whether that be in targeting access-restricted private equity funds or niche real estate funds.