Latest Manager Research – Page 145
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White papersItaly election: no major surprise from the polls, maybe positive for markets
Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes. Overall, we believe that Italy’s general election offered no major surprises and at the margin, the news flow is positive, as the centre-right collation will not have a two-thirds parliamentary majority, which would have allowed it to vote for constitutional amendments.
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White papersThey’ve got the power? European Utilities and the energy crisis
Robin Usson, Senior Credit Analyst, explains what the impact of the energy crisis on the European Utilities market means for investing in the sector.
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White papersCan we trust inflation forecasts?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we argue that inflation forecasts have become irrelevant in a volatile inflation environment and suggest more attention should be given to the components behind the overall figure.
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White papersReal Estate Outlook – Europe, Edition September 2022
The economic outlook for the UK and eurozone deteriorated further over the course of 2Q22. An optimistic scenario is for a soft-landing, where economic growth slows significantly in 2023 but narrowly stays in positive territory on an annual basis.
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White papersProptech is now mission critical
Technology and innovation improve the buildings Nuveen owns while enhancing their value and potential income for our clients. Technologies that unlock greater efficiencies and value for the real estate industry, known as proptech, were once considered nice-to-have amenities. However, in today’s market, proptech has become mission critical for operations.
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White papersStay nimble in today’s markets
Today’s markets require specialized strategies to seek alpha while not overpaying for high demand assets. Nuveen’s acquisitions team enlists sector specialists to implement a nimble, highly curated investment approach.
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White papersCitywatch = The top 2% most attractive to businesses and people
Our research team analyzed more than 4,000 cities and identified the top 2% we believe are most attractive to people and businesses, today and in the future. California’s Inland Empire is one of those cities.
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White papersOverflow…the growth of self-storage
It’s a familiar problem: overflowing closets, packed garages and bedrooms transforming into home offices. Where do we put all that extra stuff? No wonder self-storage has been one of the best performing real estate sectors over the past several decades.
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White papersHardball: Does real estate still have what it takes?
For years, investors have held steady on their reasons to allocate to private real estate: return potential, income, volatility management, inflation hedging and diversification. But the current environment is testing every asset class. Can real estate continue to deliver?
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White papersArtificial Intelligence: Responsible AI and the path to long-term growth
Artificial Intelligence (AI) has drastically transformed the business environment and become critical to companies across a broad range of sectors – from finance to healthcare and automotive.
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White papersHow to choose, use and better understand climate-risk analytics
Given the scope and magnitude of climate change’s long-term impact on real estate value, the business of assessing and mitigating the effects of climate risk in real estate has the potential to be a trillion-dollar opportunity.
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White papersInvesting in the future of food
There is an urgent need to re-evaluate our wasteful and unsustainable food systems if we are to meet the challenge of feeding a growing global population amid geopolitical shocks, climate change and unprecedented biodiversity loss. How can investors align portfolios with this shift?
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White papersShipping and the transition to net zero
It will cost an estimated USD 1.65 trillion to decarbonise the shipping industry. What is the current state of the industry and what are some of the investable solutions that are enabling the transition?
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White papers20-21 September FOMC meeting: the move into restrictive territory
The Federal Open Market Committee (FOMC) meeting and statement: On 21 September, the Fed hiked the Fed funds rate by 75bp, to 3-3.25%, the third consecutive 75bp rate hike, and the fifth rate increase in 2022. This means the central bank has raised rates by 3 percentage points this year, clearly prioritising its aim to tame inflation even if it means damaging economic growth.
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White papersImpact Opportunities Fund: Annual Report 2021
In our Impact Annual Report 2021 we provide updates relevant to the companies in our portfolio and outline how recent market volatility provided opportunities to buy several new holdings at attractive valuations.
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White papersThe future of the cities
As populations expand, more and more people will gravitate towards cities. But how should urban centres be shaped to improve life for the people living there while simultaneously addressing global challenges?
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White papersLooking to the Investment Horizons for tomorrow’s liveable cities
By 2050, around two-thirds of the world’s population will live in cities. That’s why real estate leaders must determine how future cities can best deal with growing challenges, such as climate change, while unlocking the potential presented by emerging technologies yet placing people at the heart of any solution.
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White papersStill No End In Sight
The hawks fluttered their wings this week, leading yields to rise, equities to fall, and markets to reprice rate expectations. The BoE is more concerned about growth, while the Fed has a singular focus on inflation. China and Japan remain accommodative, watching PMIs next week.
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White papersWhat Jay Powell Really Meant
Read what the Fed Chair was actually thinking as he read his script.
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White papersHave investors deployed enough hedges?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we take stock of the Federal Reserve’s determination to bring inflation under control at the cost of economic growth and outline how this is impacting our portfolio positioning.
