White papersGlobal Investment Views - December 2024
A resilient US economy, the anticipation and eventual victory of Donald Trump and his recent appointments along with risks around inflation have been driving nominal and real yields over the past months. But US equities and the dollar rose amid a belief that the US economy would benefit from Trump’s policies at the expense of the rest of the world, i.e., Europe and some Asian countries.
White papersWhat does Trump 2.0 mean for emerging markets?
The shift on domestic and foreign policy under the incoming US administration presents a wide range of potential outcomes for EM.
White papersEuropean Real Estate: Prime’s Time?
A cooling economic backdrop in Europe and prospects for further monetary policy easing favor core property—given its bond-like investment attributes—over secondary assets.
White papersU.S. Real Estate: A Modest Start to the Recovery
The first major real estate downturn since the GFC is almost over. Demand is rebounding modestly across most of the U.S. real estate market while supply continues to pull back. This backdrop is presenting select opportunities in the asset class—but near-term risks remain.
White papersStewardship: a coming of age
Increased oversight of sustainable investing may help combat greenwashing – but regulators will need to be aware of unintended consequences.
White papersVarious tailwinds support private markets
In our Private Markets Outlook 2025, we outline why we expect direct lending and real estate debt to perform strongly; while in the UK, the new government’s Autumn Budget contained positive signals for infrastructure development.
White papersFixed income: New challenges for the easing cycle
Following an extraordinarily friendly market for fixed income in 2024, our fixed income teams assess the outlook for 2025.
White papersWill the equities rally continue in 2025?
Our Equities Outlook 2025 outlines why the Republican sweep in the US election could have wide-reaching implications for stock markets, currencies, commodities and foreign countries.
White papersAnother banner year for liquidity?
Investors won’t forget near-zero yields in a hurry. Liquidity – and the healthy returns on offer – will remain king in the coming year.
White papersA short-lived crisis with long-lasting implications: first take on South Korea’s political event
In a significant political development, South Korean President Yoon declared emergency martial law on December 3, 2024, accusing the opposition of engaging in “anti-state activities” and plotting rebellion. This declaration followed the opposition Democratic Party’s actions in the parliamentary budget committee, where they pushed through a downsized budget bill and submitted impeachment motions against key government officials.
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