All Research Report articles – Page 3
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Research Report2022 outlook: Slower. But still pretty fast.
The current economic cycle isn’t ending, but conditions are getting more difficult and returns are going to be tougher to come by.
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Research ReportFive portfolio construction themes
In line with our broad cross-asset allocation views, as well as considerations and best ideas within specific asset classes, Nuveen’s Global Investment Committee offers a broad set of portfolio construction themes for our clients to consider as we enter 2022.
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Research ReportReal Estate Convictions - November 2021
In a world dominated by uncertainty, the recovery in the global economy continues. With the on-going vaccination of the general population and booster campaigns remaining a strategic priority, to avoid the introduction of new health restrictions that would deteriorate growth in late 2021 and early 2022, the deterioration of short-term prospects has come from China.
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Research ReportReal Estate Outlook – Edition 4: Inflation winds blowing
The economy slowed in the third quarter while inflation is proving higher and more persistent than originally expected.
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Research ReportSustainable Global Equity Report, Q4 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked.¹
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Research ReportPIMCO Prime Real Estate: U.S. Multi-Family Spotlight
The U.S. residential rental sector will attract increasing international capital buying into trends accelerated by the pandemic. These include U.S. domestic migration to the Sun Belt and suburbanization within cities. The sector has also retained its inherent strengths: markets are large and liquid, and residential improves institutional portfolios’ resilience to volatility and risk-adjusted returns.
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Research ReportImpact Report, Q3 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor.
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Research Report2020 – 2021 Annual Stewardship Report: Taking action, delivering outcomes
Today, our focus is firmly on the future, and our teams integrate environmental, social and governance (ESG) factors into our investment processes across public and private asset classes to ensure that we are managing our clients’ assets with their futures at the front of our minds.
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Research ReportClimate crisis in focus in EOS’s Q3 Public Engagement Report
With scientists calling for urgent action on climate change following another year of devastating wildfires and floods, November’s COP26 summit is considered critical.
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Research ReportPublic Engagement Report Q3 2021
The Public Engagement Report highlights some of the stewardship activities undertaken by EOS at Federated Hermes on behalf of its clients over Q3 2021. In this issue we take a more in-depth look at the climate crisis ahead of COP26.
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Research ReportRunning out of time
Ahead of COP26 in November, Bruce Duguid, head of stewardship at EOS, explains what’s at stake, what we want to see from policymakers, and how we will engage for net zero.
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Research ReportGlobal Equity ESG - H1 report, 2021
We are focused on finding value opportunities within sectors, rather than simply focusing on the traditional value sectors.
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Research ReportDirect lending: how senior is your debt?
Within private credit, direct lending offers a wide range of options for investors seeking the right balance of risk and reward for their particular needs
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Research ReportSDG Engagement High Yield Credit: H1 2021 report
Our focus on higher-quality credit in markets with strong engagement potential meant we didn’t benefit from the outsized rally in Covid-ravaged sectors in H1 2021, but the strategy continues to outperform its benchmark since inception
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Research ReportAEW Monthly Research Report - September 2021
Debt used to fund new real estate acquisitions was €129bn for 2020. This is down by 15% from 2019 due to the Covid-19 lockdowns. Across the entire European market, the average annual acquisition LTV remained at under 50%,
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Research ReportReal Estate Outlook – APAC, Edition 3 - Navigating rough waters
While the stuttering pandemic situation will weigh on near-term growth, the outlook for real estate in APAC is more sanguine.
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Research ReportAsset Allocation: Think portfolio construction
Using a factors-first lens to find opportunities in today’s alternatives market
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Research ReportImpact Opportunities - Impact Annual Report, 2020
Covid-19 has resulted in a paradigm shift: it has thrown into sharp focus the need for resilient healthcare systems and supply chains, while also highlighting the climate change crisis and workers’ rights issues.
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Research ReportSearching for yield – a role for junior capital
The search for yield has always been a focal point of the fixed income investor, but today’s investors must look far and wide to find it. U.S. 10-year Treasuries have not seen the top side of 4.0% since the end of the global financial crisis and are currently priced to yield less than 2.0%.
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Research ReportReal Estate Outlook – Edition 3, 2021: Undertows diverge by sector
Strong economic recovery, but Delta variant poses a threat. Office and retail sectors continue to have hardships, but more dynamic sub-segments have upside surprise factors. Post-pandemic pent-up demand is supporting the multifamily sector. Logistics continues to outpace expectations and is expected to have staying power.
