White papersResponsible commodities investing: assessing the options
Commodity exposures as part of a multi-asset portfolio provide several investment benefits:
- White papers
Germany’s New Government Is Likely to Rewrite Economic Policy
It is almost certain that the Green party will form part of the next governing coalition of Germany. New policies that prioritize Germany’s transition to green technology are therefore virtually guaranteed regardless of the exact composition of the next government. This could trigger a sell-off in bunds next year.
- White papers
The Cycle—Where Are We? Implications for Global Equity Investors
Markets are most afraid of a Fed mistake, but we are increasingly leaning toward a “goldilocks” scenario where inflation fades and economic growth stabilizes. We continue to focus our time on finding stocks where we have an insight about improving economic returns while avoiding stocks that imply unnecessary risks.
- White papers
China in the spotlight: what markets should look at
Over the past weeks, financial markets have been shaken by the Evergrande saga – China’s second-largest property developer – which is facing difficulties in servicing its huge debt pile (it needs to repay some $7.4bn of bonds maturing in 2022).
- White papers
Embracing change, optimising impact
Managing for impact is different from measuring impact. Discover practical insights into impact investing with Nuveen’s guide to integrating impact into financial analysis of alternative classes.
- White papers
Inflation & Real Assets: Navigating an inflationary environment with real assets
Real assets may perform well in periods of higher inflation, especially when accompanied by strong economic growth as demand rises for real estate space and economic infrastructure.
- White papers
The climate wars: Why rising temperatures mean rising conflict
With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.
- White papers
The case for European Core
Europe offers twin benefits of stable returns with lower volatility and diversification to international investors with a deep opportunity across markets and sectors. Increased weighting towards logistics and residential, despite elevated pricing, ought to “fix” European relative underperformance while further enhancing stability of return.
- White papers
Evergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
- White papers
Real Estate Outlook – Switzerland Edition 2H21
We expect economic recovery to progress in the coming quarters despite the resurgence of COVID-19 cases.
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