Latest Manager Research – Page 13
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High Yield: What the Market May Be Missing
A closer look at the dynamics shaping today’s high yield bond and loan markets reveals the potential for continued strong performance ahead.
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Whole Life Decarbonization in Alternative Real Estate Sectors
Real estate investment managers worldwide are grappling with the challenge of decarbonization and the translation of net zero commitments into tangible actions.
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Growth is local, inflation is global
An unexpectedly high US inflation report for March suggests that the Federal Reserve may turn less accommodative and postpone interest rate cuts. However, there is an aspect of inflation that may not be widely appreciated: its relative disconnection from local influences. In this week’s Simply put, we explore how significant the global trend of disinflation may be for the Fed.
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Implementation Alpha: Adding Value in Indexed Fixed Income
Achieving benchmark performance in an indexed fixed income portfolio requires more than a passive approach. Read about State Street Global Advisors techniques to exploit market inefficiencies and deliver what we call ‘implementation alpha’.
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Webinar replay: Analyzing the Impact of U.S. Economics on Current Real Estate Trends
Watch the replay of Nuveen Real Estate’s Global Head of Research, Donald Hall, as he assesses the U.S. Investment Market and current in favor real estate sectors with moderator Cameron Jones, Portfolio Manager of U.S. Cities Diversified Strategy, our core open-end strategy that allocates to the industrial, multifamily, retail and workplace sectors.
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U.S. Real Estate: Recovery Postponed but Not Cancelled
The U.S. commercial real estate market is approaching stabilization and recovery, supported by consensus that policy rate cuts will happen eventually, followed by lower debt costs. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.
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Causality Approach Applied to Clean-Tech Equities
The clean-tech industry has experienced remarkable growth, bringing forth groundbreaking technologies and sustainable solutions. This research article delves into the examination of factors that shape the evaluation of net-zero assets in various sectors and themes.
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The Sun Belt’s Ongoing Boom
The ongoing and rapid growth in the U.S. Sun Belt has been an extraordinary boon to commercial real estate investors.
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European real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in European real estate investments.
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UK real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in UK real estate investments.
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White papers
Hot Commodities
We think the asset class stands to benefit from our base scenario, while having the potential to outperform and act as a hedge should tail risks be realized.
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Fixed Income Outlook – Be selective on emerging market debt
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread tightening among the higher-rated segments. We remain, however, constructive on the asset class as a whole and still see attractive opportunities among lower-rated sovereign bonds, as well as selected local currency bonds.
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North America real estate market outlook Q2 2024
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
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Asia-Pacific real estate market outlook Q2 2024
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
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UK real estate market outlook Q2 2024
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
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European real estate market outlook Q2 2024
The outlook for European direct real estate returns is improving each quarter
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White papers
Global real estate market outlook Q2 2024
The UK, US, and parts of Europe, are expected to lead the recovery.
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Euro area: Worst over, slow recovery ahead
”Confirmation of no recession for the Euro economy, improving business sentiment and the ECB going to cut rates should support European equities including small caps.”
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With trillions looking to come off the subs bench is this the year of the bond?
After an aggressive global rate hiking cycle trillions of dollars are poised to re-enter the market once central banks begin to ease, but risks still remain. The fixed income experts discuss generating returns despite market noise, including taking advantage of the expanding corporate bond market.
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White papers
A burgeoning force in the global economic order
Asia’s future looks bright. It has some of the world’s fastest growing economies and some of the most innovative companies globally. Dominic Howell caught up with David Perrett, Co-Head of Asia Pacific Equities, to discuss Asia’s growing importance in the global economy – and why he is excited about the prospects for Asian equities.