Outlooks – Page 56
-
White papersInvesting with impact into Real Assets
Pension funds are increasingly concerned with longer term inflation risks and asset classes with inflation- related returns look relatively attractive in current asset allocation decisions.
-
White papersHow to get to Net Zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
-
White papersTeaming-up helps propel innovative and sustainable living in urban areas
Marrit Laning, recently appointed to Redevco’s Board as Chief Strategy & Innovation Officer, explains how the company is pushing ahead with its goal to create a new view on what sustainable mixed-use urban areas across Europe should look like, as it expands its presence in the residential sector.
-
White papersWhy there is no alternative to being sustainable
Despite growing global public awareness and pressure for urgent action on climate change, last year’s COP26 climate conference demonstrated that the world is still a long way from finding consensus on how to best tackle the issue.
-
White papersReal assets—real solutions
The world is rapidly waking up to the dangers and risks posed by climate change, and sustainable and responsible investing is fast becoming one of the most important investment criteria globally.
-
White papersImpact investing in real estate: the emergence of social infrastructure
Covid-19 acted as a game changer for the real estate industry. Partly because of the pandemic, structural trends – which were already bubbling under the surface – are now accelerating rapidly.
-
White papersResidential real estate: it’s not just ‘doing good’, it also makes financial sense
The growth of impact investing, and opportunities with residential housing
-
White papersThe road to Smart Olive: investing in a ‘Just Transition’
The Energy Transition is critical for our planet’s future. According to the United Nations, the world is likely to exceed 1.5°C of warming above pre-industrial levels within 20 years, even in a best-case scenario of deep cuts in greenhouse gas emissions.
-
White papersWhere Are U.S. Rates Going?
It is widely believed that the mainstream FOMC members, which includes Fed Chair Jerome Powell, belong in the dove camp. With global PMIs peaking, a tightening of monetary and fiscal policy are headwinds for the strong recovery.
-
White papersA regional shelter from a potential global inflation storm?
Franklin Templeton Fixed Income’s Mohieddine Kronfol is cautiously optimistic the GCC region will continue to trend toward constancy.
-
White papersThe year ahead for loans: Favourable dynamics, but can it continue?
For European loans, 2021 was a standout year in many ways. Record new-loan issuance was met with equally robust demand from traditional loan investors and asset allocators, looking for relatively high and stable yield, while the drive towards sustainability has been both prominent and purposeful. In this piece we present our outlook for the key drivers in the European loan market in 2022.
-
White papersSolving for a Year of Inflections
The Solving for 2022 delegates voted on what they think will be this year’s best-performing investment category—and here’s why we think they are right.
-
White papersAsset Allocation Committee Outlook 1Q 2022
As we enter the new year, most of the global economy appears fundamentally in good shape, as demand continues to recover from the pandemic and supply chains are gradually restored.
-
White papersBolstering Asset Allocation Defenses Against COVID-19
The surge of the coronavirus omicron variant has implications not only for broader asset-class allocations but also for macro exposures within asset classes. We believe that modestly capping exposure to certain COVID-19-sensitive assets can enhance risk management.
-
White papers1Q: 2022 Strategic Investment Outlook: Four Strategic Allocation Issues for Asset Owners in 2022
Four strategic issues—from evolving inflation drivers to a reassessment of real-return prospects and liquidity risks for equities—could have far-reaching implications for strategic asset allocations in the coming year. The action points offered in this note include both changes to portfolio structure and potential alterations in approach.
-
White papersLong-term demand drivers in the logistics sector
More sought-after than ever, real estate investors continue to have a bullish outlook on the logistics sector.
-
White papersSpectrum 2022 Outlook
We expect a slower pace of growth in 2022 due to monetary tightening and reduced fiscal policy support.
-
White papersShifts & Narratives #13 - Money and psychology of inflation: an investor view
Inflation was the big surprise in 2021. At the beginning of the year, the average US inflation forecast by economists for the end of 2021 was around 2%, while the latest reading in December came in at 7.0% YoY, the highest level since 1982.
-
White papersChina outlook – Some unconventional thoughts
While there appears to be a large degree of market consensus on China’s GDP growth in 2022, there is less clarity on the three to five-year outlook. A raft of issues could slow growth momentum in 2022.
-
White papersPotentially volatile European markets present opportunities
Franklin Templeton Fixed Income’s David Zahn sees opportunity despite elevated levels of volatility in European bonds in 2022.
