White papersKeynote Q&A: Moving to a more holistic future for energy
In Infrastructure Investor’s May 2025 Energy Transition report, Joost Bergsma, global head of clean energy for Nuveen Infrastructure, discusses why investors are continuing to show interest in renewables, even as certain economies and technologies encounter turbulence and power price risk. GPs may be needed more than ever to steer investors through market volatility, but the sector remains robust, he explains.
White papersUS market is a good proxy for global high yield
While a global approach provides advantages for many fixed income sectors, the benefits are less clear for high yield.
White papersUS and China: balancing the decoupling
“Impacts of the trade war are just about to unfold, and some are not erasable by whimsical policy changes. It is complacent to assume there will be no structural consequence.”
White papersWhy European Alternatives Now: The Case for European Alternative Real Estate Sectors in 2024-5
Significant repricing, market dislocation and the prospect of lower debt rates should make for a strong vintage in 2024-25. Europe has undergone a faster and deeper correction, with values having fallen over 30%, compared to -25% in the US. Further, values appear close to bottoming out in defensive property types. The recovery in the listed market is another indication that sentiment towards property is improving. Typically, these signs are associated with the beginnings of a recovery cycle. Even as interest rates normalise, funding gaps will remain large and create attractive entry points to acquire operationally healthy real estate assets at sizeable discounts.
White papersWhat to expect for the US Treasury market?
Until very recently, the US dollar (and US capital markets) seemed to reign supreme. The dollar has increasingly dominated as the currency of global transactions. Swift payments denominated in dollars rose from just over 30% of the total in early 2010 to an all-time high of 50.2% in January 2025.
White papersCross Asset Investment Strategy - May 2025
President Trump’s tariff announcements have rattled the previously dominant US financial markets, putting pressure on Treasury yields amid fears of slower growth and rising inflation. Recently, the difference in yield that investors expect for holding Treasuries compared to swaps has increased significantly, signalling a perceived higher risk of holding Treasuries.
White papersFed’s policy dilemma
“The sequencing of tariffs, tax cuts and deregulation complicates the Fed’s mission and raises concerns about near-term inflation pressures. Nevertheless, we anticipate substantial rate cuts in the second half of the year as weaker growth emerges.”
White papersCould Japanese corporate governance reforms help boost shareholder returns?
On a recent investment trip to Tokyo, Premier Miton Global Smaller Companies Fund Manager Imogen Harris was keen to ask management teams about enhancements to the Tokyo Stock Exchange’s corporate governance code.
White papersTesting US exceptionalism? What markets have learned from Trump’s first 100 days
What were markets and investors anticipating from the first 100 days of US President Donald Trump’s leadership – and what’s been the reality? Click the link to read views from Fabiana Fedeli, CIO for Equities, Multi Asset and Sustainability.
White papersInvestor stewardship priorities for India
India can appear attractive to investors, based on its strong growth opportunities and market breadth. However, certain governance challenges still present potential pitfalls for the unwary. By Sonya Likhtman, Navishka Pandit and Ross Teverson.
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