All Inflation articles – Page 31
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White papersFinancial stability concerns to tip the balance towards a US recession
Recent stress in parts of the banking sector will raise funding costs and reduce lending to many sectors. Now we expect the US economy to shrink by - 1.1% in 2023, driven by a contraction in domestic demand. Eurozone growth should stagnate amid inflation remaining high.
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White papersCross Asset Investment Strategy - April 2023
Financial stability concerns to tip the balance towards a US recession.
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White papersPrimonial REIM Real Estate Convictions Q1 2023
The unexpected resilience of the European economy has led to an improvement in the business perspectives for 2023. However, the ECB has once again chosen to increase its interest rates to limit the impact of inflation, which is expected to decrease by the end of the year.
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White papersBanking woes take centre stage
We reflect on a tumultuous week in the banking sector as markets take stock of UBS’s bailout of Credit Suisse. Amid echoes of the past, our experts ask: is there more to come?
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White papersMarkets take a breath after a week of turmoil
Markets stepped back from the brink this week, following intense stress engulfing Credit Suisse and European banks.
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White papersWhy change is needed in real estate investing
Why real estate investors need to work harder, smarter, better. Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.
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VideoAndrew Parsons Interview: The investment opportunity relevant today, tomorrow and 10 years from now
While the sector is going through a rough patch, Resolution Capital’s Andrew Parsons thinks Global REITs can make a comeback. The Resolution Capital Global Property Securities Fund (Managed Fund) (ASX: RCAP) is the only actively managed global REITs ETF available on the ASX and it focuses is on giving investors the “opportunity to gain exposure to some of the world’s best underlying real estate in a listed form”, says Chief Investment Officer Andrew Parsons.
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White papersEuropean market outlook: Clouds on the horizon
After a decade of ultra-loose monetary policy, we are starting to see the intended and unintended consequences of one of the most aggressive periods of monetary policy tightening in history.
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White papersSustainable dividends: The pursuit of quality and prudence
With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return. In this interview, Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability, as well as the need to avoid dividend cutters, which can undermine a portfolio’s long-term return potential.
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White papersThe More Things Change, Part II
Banking stresses may have tightened conditions enough for policymakers to pause their hiking cycles indefinitely.
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White papersWhy the Post-Pandemic Economy Will Run Hot
As the U.S. Federal Reserve wrestles inflation lower, investors wonder increasingly if its traditional target still makes sense. Should policymakers really insist on driving inflation all the way down to 2%? Haven’t pandemic and war fundamentally altered global dynamics that drove rates ever lower? Isn’t this time … different?
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White papersA global assessment of the implications of recent banking sector developments
”Due to tightening financial conditions, we expect a weaker US economic outlook, and a less aggressive Fed: a small increase in rates is still on the cards and then a pause.”
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White papersEuropean tenants: the search for affordable housing
What does ‘affordable’ mean when it comes to housing? Read more about the outlook for European tenants.
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White papersECB increases rates: the job on inflation is not done yet, but expect a softer path
The European Central Bank raised its key policy interest rates by half a percentage point, lifting the deposit rate to 3.0%. However, it did not commit to future rate hikes, Lagarde stated that “it’s not possible to determine at this point in time the future path for rates”. ...
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White papersReal estate – understanding the new normal
2022 was a year of many unforeseen events – from geopolitical upheaval leading to slowing economies around the world, to surging inflation and rising interest rates – all marking the end of the property cycle.
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White papersFinding secure income in inflationary times
Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.
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PodcastSheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for a harbour in real estate debt. The essential nature of the services that property provides – first and foremost shelter – and the relatively inflexible demand for space that this entails both help give this asset class resilience.
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White papersJittery markets fear return of bigger rate rises
Markets have begun to price in a 50bps rate rise by the Fed in March but are awaiting key economic data which will reveal if the US economy has started to slow.
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White papersSchroders Global Real Estate Lens March 2023: muted rental prospects meet limited supply
Our monthly Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
