Outlooks – Page 33
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White papersThe Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
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White papers2023 Nuveen Natural Capital Sustainability Report
Nuveen Natural Capital is on a sustainability journey that began more than a decade ago. Our 2023 Sustainability Report describes the many achievements along the way, as well as our current work and objectives.
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White papersESG Thema #13 - Time for action: Unlocking climate finance in Africa
This paper is co-written with the African Development Bank.
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White papersCan You Hear Me Now?
Read more on how the satellite industry has the opportunity to support over five billion cell phones worldwide, enabling text and voice capabilities without the need for cellular networks.
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White papersIs the U.S. Economy Meaningfully Reaccelerating?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersStrike (Big) 3?
A potential U.S. auto strike has significant implications for the economy, earnings and inflation.
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White papersPrivate credit & private equity: Decision drivers for today’s markets
The private capital industry has seen a surge in popularity among investors seeking stability in the face of public market volatility, recession fears, and banking sector turmoil. Private capital not only provides the potential for attractive income and returns but also serves as a less correlated portfolio diversifier, generally with lower mark-to-market volatility than the public markets.
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White papersCLO equity: Where does it fit in investor allocations?
Choosing the right “bucket” for CLO equity is critical for investors seeking to optimize portfolio allocations
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White papersIs China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two years. This figure raised concerns that falling prices would lead consumers to delay spending in an already weakening economy. However, in our view, the data is not a harbinger for prolonged deflation.
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White papersDecarbonising the energy infrastructure ecosystem
Since launching Nuveen’s North American energy infrastructure credit platform in November 2022, Don Dimitrievich spoke with PDI about the compelling opportunity for infrastructure debt lending in North America, and why he believes managers who understand the entire energy infrastructure ecosystem, and have experience investing through credit cycles, will be best positioned to deliver the most attractive risk-adjusted returns for investors.
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White papersLights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.
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White papersBeijing faces limited options to tackle economic woes
Many investors hoped that China’s re-opening following the end of zero-Covid would fuel a global rebound. But the country’s economy was in poor health before the pandemic.
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White papersLate-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
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White papersFear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
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White papersA deadly harvest?
While synthetic pesticides are designed to kill certain species, they can also have unintended consequences for the environment and human health. By Sonya Likhtman and Zoe de Spoelberch.
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White papersNo Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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White papersNavigating Generative AI? Consider a Framework
AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course.
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White papersShould investors fret over talk of China heading for a ‘balance sheet recession’?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?
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White papersThe race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.
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White papersU.S. Economic Monthly: Consumers Keep At It
MIM now expects a recession to begin in 2024.
