All Inflation articles – Page 17
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White papers2023 Global Outlook: Finding Value After The Great Reset
The past 18 months have been something of a wild ride for global real estate investment markets. As a relatively small part of the global financial landscape, the reality that has played out is that real estate values are vulnerable to major fluctuations in the global cost of capital.
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White papersHow shiny does gold look when anticipating a soft landing?
Since 2022, many of the doubts about using commodities as a source of diversification have been dispelled, after years of underperformance - a ‘decade for nothing’ in these markets, between technological evolutions and geopolitical developments.
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White papersGlobal Investment Views - June 2023
”The disconnect within the growth and inflation mix and the market hope for the Fed to quickly turn to an easing stance call for a prudent stance on risky assets and further favours bonds and cash.”
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White papersSpecial situations: Distressed debt in testing economic terrain
After a 2022 when primary markets were much more selective than in previous years, and on the backdrop of rising interest rates, a number of companies may find themselves struggling to refinance debt when facing a maturity wall in 2024 and 2025.
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White papersWhat the Austrian school of economics got wrong
At the dawn or dusk of every recession, the time comes for some to reopen the Austrian economic textbooks (well, grimoire might be more appropriate). And on such occasions, the time to close them arises promptly.
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PodcastThe Many Facets of Japanese Investing
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors?
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White papersIs the Consumer Cracking?
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
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White papersAssessing Central Bank Credibility in Emerging Markets
The persistence of inflation in many EMs puts their hard-earned policy credibility at risk. This note looks at the experience and credibility of five major EM central banks during this period.
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White papersInflation: Tracking the changing trajectory of Japan’s property market
In recent years Japan’s property market has benefited from a benign environment of ultra-low interest rates – but inflation could change this long-entrenched trajectory. Despite this, Regina Lim, Head of Asia Pacific Research at M&G Real Estate, believes the Japanese property market offers opportunity, with the multi-family residential and logistics sectors set to benefit from long-term trends.
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White papersEuropean market view – Q2 2023
Our latest LaSalle European Market View shows how Europe’s economies and real estate markets are being impacted by, and adapting to, the current period of unusual uncertainty.
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White papersHow strong dollar dynamics impacts emerging markets
Years of strong dollar dynamics have had a far reaching consequences for emerging economies, much of it played out in the currency markets.
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White papersTaking a Time Out? The High Price of Idle Cash
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.
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White papersOpportunities across the credit spectrum for multi-sector income investors
As central banks near the end of hiking cycles, the environment is becoming increasingly supportive for fixed income.
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White papersLearnings from Earnings: Macro Crosscurrents Make Growth Elusive
Markets are being shaped by disparate trends from falling energy prices to rising interest rates. During first-quarter earnings season, company reports indicated that these crosscurrents are intensifying business challenges—and making it harder for investors to find resilient sources of growth.
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White papersConnecting the Disinflation Dots in Multi-Asset Strategies
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
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White papersFinancial stability concerns back to the fore
In this macroeconomic update, Silvia Dall’Angelo, Senior Economist, reflects on the scenarios that have influenced markets this quarter, including fragility in the banking sector and the US/China tech ’Cold War’.
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White papersReal estate forecasting and physical risk: A brief climate story
Incorporating physical climate risk into real estate valuations is no easy task. Olivia Muir, Head of Sustainability – Real Estate & Private Markets, offers some reflections on what to consider.
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White papersFinding the silver linings: Private Equity International interview with Markus Benzler on the future of private equity
Public market corrections, inflation, increasing interest rates and political uncertainty are all having an impact on LPs’ capacity to invest in private equity. This is already leading to a knock-on effect on private equity fundraising, but what might this mean for the industry over the short to medium term? And where are the bright spots for investors in today’s environment and beyond? Markus Benzler, head of multi-managers private equity at UBS Asset Management, gives his take on how the market will evolve.
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White papersNavigating Uncertainty— Risks and Opportunities in Commercial Real Estate
Rapid shifts in the global economic and capital markets are exerting strong influences on U.S. commercial real estate.
