All White papers articles – Page 106
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White papersReal Estate House View: Europe - Second half-year 2024
The sharp surge in inflation prompted central banks to implement the most aggressive monetary policy tightening for at least four decades.
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White papersReal Estate House View: Switzerland - Second half-year 2024
The second kev interest rate cut by the SNB in June will enable the downward trend in debt financing costs to continue, although we are not expecting any further cut in interest rates before the end of 2024.
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White papersEverything Everywhere All at Once
Investors often associate space with large corporations and government agencies such as SpaceX, NASA, JAXA or, more recently, Blue Origin and Amazon’s Project Kuiper. These entities evoke images of rockets, moon missions and high-risk ventures. However, the reality is that the space ecosystem plays a significant role in our daily earth-bound lives, a fact that is frequently underappreciated by the general public and even by seasoned investors.
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White papersThe Fifth Stage of Pocketbook Grief
Economic data has been resilient, but everyone seems unhappy—will the consumer cheer up in time to avoid triggering a recession?
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White papersTechnology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
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White papersRising inequality: a global sustainability challenge that needs our attention
As the global economy grows, an increasing number of people are being left behind. This is more than a moral crisis—it’s an economic one.
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White papersReal Estate Outlook – Switzerland, Edition 2H24: Market momentum
The macroeconomic environment in recent years has been characterized by great volatility. The pandemic and the resulting economic slump were followed by inflation, interest rate hikes and the associated fears of recession as well as geopolitical upheaval, which significantly increased uncertainty in global trading markets.
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White papersMacro market monitor
The Macro Dashboard provides a quantitative snapshot of the state of the U.S. economy and markets. With a consistent scorecard, investment committees can use this tool to evaluate periodic changes in conditions, prioritize research and drive dialogue that ultimately results in better informed portfolio strategy.
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White papersFixed income perspectives Q3 2024: A resilient U.S. economy
Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. economy. And while the Fed continues to navigate a potential soft landing, global central banks are actively transitioning onto a path of easing policy.
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White papersGlobal Market Perspectives Q3 2024: Losing some of the shine
Global growth has broadened beyond just the U.S. But the limited nature of the upturns implies U.S. dominance remains.
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White papersUS 2024 presidential election: The potential global impact
Before the summer we reviewed the upcoming presidential election and its likely impact on the US economy. At that time, President Joe Biden had just bowed out of the race and been replaced by Vice President Kamala Harris. Former President Donald Trump initially led Harris by a modest amount in overall polling approvals, though by less than he had led Biden. Since then, Harris has seen an improvement in ratings. Rising from a deficit of 1.7 points, she now leads Trump by 2 points.
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White papersEuropean Hotel Sector: Leveraging AI and other technologies to create value
The first step in a value-added investment strategy is finding undervalued or illiquid hotels with good micro locations in attractive markets. The second is creating value through some sort of transformation—brand repositioning, a targeted capex initiative such as expansion or refurbishment or an operational change such as implementation of technology.
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White papersEuropean hotel sector: Value opportunities in lifestyle luxury
The number of high net-worth individuals around the world has grown significantly, and post-pandemic, they’re eager to travel. But the way they travel is different now. Consistent with the broader trend in travel and leisure, high net worth individuals have demonstrated a preference for authentic experiences. This has opened a new segment in the luxury hotel market: lifestyle luxury.
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White papersSDG Engagement Equity, H1 2024 report
As responsible investors, it’s important that all the sustainability claims we make are credible and we focus on the issues that matter. The same should be expected of our investee companies. In this report we provide colour on the ongoing engagement dialogues we have been having with our holdings.
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White papersUN antimicrobial resistance meeting to tackle superbugs
With the UN General Assembly High Level Meeting on antimicrobial resistance (AMR) taking place in New York in September, Ming Yang highlights the growing threat of superbugs, and explains how we engage with companies on this topic.
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White papersEuropean ABS: A compelling tool for DC default strategies
Asset-backed securities are often a misunderstood asset class, despite having many compelling characteristics including a potential return premium and a defensive capital structure.These, in our view, make them well-suited as a tool for inclusion in defined contribution (DC) default strategies.
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White papersValuing nature is an economic imperative
Valuing nature and the wealth of natural systems can play a greater role in how we approach investing. We outline why this matters for the economy and our world.
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White papersToday’s Value Proposition, Diversification Through Alternatives
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Americas, recently spoke with Mike Trench, executive vice president in Heitman’s North American private equity group and an equity owner of the firm. Following is an excerpt of that conversation.
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White papersJapan Multifamily: Is Japan multifamily still attractive?
Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the demographic trend is a pivotal factor and should guide our investment focus
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White papersBuying, building and managing to core
There are two main benefits to having a core-plus approach in today’s market: flexibility and keeping the portfolio young. In terms of flexibility, we can take advantage of market dislocation, as we are seeing right now. And we can benefit from the whole cycle – secular dynamics and shifting demand – in any style or sector.
