All White papers articles – Page 30
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White papersBuilding the future of innovation: Selecting cities for life sciences real estate in Europe
In the rapidly advancing realm of biotechnology and pharmaceuticals, life sciences real estate is more than bricks and mortar – it’s the enabler of innovation. Investors venturing into this specialized asset class are essentially betting on ecosystems that need real estate to grow. Think of it as the skeleton that keeps the muscles in place and the body as a whole standing. There are certain strategic parameters that can be used to select the right European cities for life sciences real estate investments. This must then be woven in with external push and pull factors that are forcing companies in the life sciences sector to adjust when it comes to their real estate footprint.
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White papersUK long-dated yields at 25-year highs
Yields on long-term government bonds in developed markets have been rising this year. In the UK, 30-year gilt yields reached their highest level since 1998, driven by inflation worries and concerns over government debt — though the UK’s debt-to-GDP ratio remains below that of some large European countries. Structural changes, such as fewer pension scheme buyers, add further complexity.
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White papersJapan’s corporates are sitting on a potential $2 trillion real estate treasure trove
Japanese companies hold vast real estate assets, which are typically misvalued on their balance sheets. Carl Vine, Co-Head of Asia Pacific Equities, and William Montgomery, Senior Asia Pacific Equities Analyst, explore the often overlooked property treasure – potentially worth US$2 trillion – on Japan’s corporate balance sheets and ask who stands to benefit when it is unlocked.
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White papersEquities Broaden Out, at Last
This quarter has seen a further broadening in the equities story that has unfolded since the start of the year. Future bouts of market volatility are expected, but this story is unlikely to fade.
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White papersImproving Fixed Income Portfolio Resilience with Leveraged Loans
We discuss key considerations for investors allocating to leveraged loans, and explain how loans may serve as powerful diversifiers to most other fixed income sectors. Included are assessments of recent performance and current loan fundamentals, as well as strategic asset allocation considerations.
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White papersUS electric utilities: Stability amid uncertainty
Amid the ongoing uncertainty of tariffs and geopolitics, one area of the corporate bond market that stands out as providing a stable and reliable source of income is the US electric utility sector.
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White papersEurope Edition: A crossroads
Henry Kissinger famously asked, “Who do I call if I want to speak to Europe?”. While Europe has clearly made strides since Kissinger’s provocative jibe, many of the underlying challenges remain. One currency, but 27 underlying markets across a whole swathe of industries and sectors – with fragmented infrastructure, regulation and legal structures.
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White papersWhat earnings season revealed about US consumers
As the US economy heads into the final months of a tumultuous year, all eyes are on American consumers. Can they continue to power through despite weaker job growth and slower wage increases? Or will they tighten the purse strings amid rising tariffs and higher inflation?
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White papersPower Play: The Emerging Powered Land Opportunity
Hines Research estimates that 40,000 acres of powered land—almost 2 billion square feet— are needed to support current projections for data center growth over the next five years. Understanding where specific pockets of opportunity are likely to emerge next is critical.
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White papersMIM U.S. Housing Chartbook September 2025
Housing supply is tight in the Midwest and Northeast; inventory is building up in the Sun Belt
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White papersPerspectives Financial Markets
Perspectives Financial Markets provides comprehensive coverage of the latest financial market developments, offering in-depth analysis of global trends and market developments.
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White papersPerspectives Economics
Perspectives Economics provides monthly updates from our research team, offering comprehensive analysis of global economic trends, policy developments, and macroeconomic indicators.
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White papersMIM 2Q 2025 Private Credit Quarterly Review and Outlook
Private Credit markets delivered robust performance through the first half of 2025, driven by exceptional investor demand and recordbreaking transaction volumes. Despite elevated interest rate volatility and shifting macroeconomic conditions, market participants demonstrated resilience with more than $50 billion of corporate transactions recorded year-to-date.
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White papersWhat happens if US debt becomes unsustainable?
Is the US national debt growing out of control? Predicting when or if a tipping point may be reached is difficult (or impossible), but the country faces growing fiscal challenges as its soaring interest burden is heightening concerns about long-term debt sustainability.
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White papersThe future of France’s budget
French Prime Minister François Bayrou announced that he would request a vote of confidence on September 8, before the budget discussion that is set to begin on October 1, and following the presentation of the budget orientations in mid-July.
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White papersWhy opportunities to diversify within fixed income matter more than ever
The geopolitical landscape continues to evolve, and uncertainties in the economic backdrop are also rising. In this environment of global fragmentation and market volatility, diversification has once again come to the forefront for building a portfolio. But a diversified portfolio doesn’t just mean a mix of equities and bonds. Fixed income itself is a broad and deep universe offering myriad opportunities to diversify within the asset class, for example by credit quality, geography, or maturity.
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White papersWhy now? The case for European high yield
As investors reassess their fixed income allocations, we believe the European high yield (HY) market is emerging as a compelling opportunity. European HY has matured into a robust and diversified asset class, offering attractive risk-adjusted returns and strategic diversification benefits.
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White papersFour charts on why the US economy is so resilient
The United States economy is at a crossroads. Cracks are forming and growth is slowing as tariff policies weigh on hiring and curb consumer spending. On the other hand, generative artificial intelligence (AI) is driving a surge in productivity. The question is: Can AI fill the cracks in the US economy?
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White papersUS stocks touch new all-time highs
The S&P 500, the primary US equities index, touched record highs recently, led by the technology sector and the optimism around the artificial intelligence (AI) boom. A better-than-expected corporate earnings season and hopes of interest rate cuts by the Fed also supported sentiment.
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White papersPrivate Debt at a Turning Point: Risks and Opportunities as the Industry Scales up
Private Debt typically offers higher yields than public credit, partly due to the illiquidity premium investors receive for committing capital to less liquid loans, as well as a complexity premium for the expertise required to access, source and structure these loans.
