All White papers articles – Page 6
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White papers
Real Estate Outlook – US, Edition May 2024: Cautiously optimistic
After more than two years of adjusting to higher interest rates, private market real estate results were mixed during 1Q24, with value declines offset by income in several sectors. Returns for retail and industrial warehouse turned slightly positive. Self-storage returns were flat. Apartments and office buildings experienced negative total returns; though niche segments of the sectors, like medical office, manufactured and student housing outperformed.
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White papers
Real Estate Outlook – Europe, Edition May 2024 A new cycle begins
We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papers
Real Estate Outlook – Global, Edition May 2024 Approaching the bottom
In the first three months of 2024 US economic growth was positive, but weaker than expected. GDP expanded at an annualized pace of 1.6% quarter on quarter (QoQ), a sharp downshift from the 3.4% annualized in 4Q23.
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White papers
SDG Engagement Equity Q2 2024 case study: Eagle Materials
Our Q2 case study looks at leading US cement manufacturer Eagle Materials. At the present time, the manufacture of cement accounts for 1.25% of CO2 emissions in the US. But as we outline, Eagle is well positioned to drive change and is implementing measures that should support decarbonisation in the industry.
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White papers
Preparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
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White papers
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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White papers
The art of carry: How the strategic use of yield can help maximise fixed income results
A bond’s coupon income, and therefore its carry, is essential to delivering long-term results in fixed income. Along with providing a regular income stream, the coupon also gives a cushion to help smooth out any price volatility.
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White papers
Q2 2024 CIO Review and Outlook
CIO Sean Taylor says the second half of the year looks positive for emerging markets but country selection as a risk control will be critical in what is proving to be a politically-charged period for equities.
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White papers
Barings: Bigger Is Not Always Better in Private Credit
Stuart Mathieson spoke to Citywire Selector at this year’s SuperReturn about which part of the private debt market offers a better risk-return profile.
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White papers
A Paradigm Shift: Infrastructure Equity 2.0
Historically viewed as a yield-oriented and inflation-protected (but lower returning) asset class, infrastructure equity is transitioning to assets that could drive alpha in an investor’s portfolio.
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White papers
Global Real Estate Outlook Mid-Year 2024: A New Cycle of Contrasts
After a challenging couple of years for global real estate, there is a greater sense of optimism associated with the rest of 2024 and beyond. For the majority of markets, this year will likely mark the bottom of the cycle and the end of significant capital value falls. With stabilisation already emerging, investors are cautiously dipping their toes into the waters once again.
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White papers
Impact Opportunities Equity Report Q2 2024
Introduced during the Industrial Revolution, the presiding ‘linear’ model of production and consumption has, without question, had a detrimental effect on the health of our planet. In our latest impact report, the team explain why a transition to a circular system is vital if we are to protect the natural capital upon which our economy relies.
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White papers
Notes from the Road: Summer 2024
When we ask about which of our research notes are read most, one of the consistently popular seems to be feedback from our trips to see clients around the world. Everyone, it seems, wants to know what everyone else is doing. So, we offer another such note here, reflecting on discussions with clients in the US Southwest and Northeast, around Europe and Zoom calls with people anywhere in the world.
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White papers
ESG Thema #16 - Investing in India’s energy future: a just transition challenge
India is currently experiencing an era of unparalleled growth, marked by significant shifts in various domains. These include the transition from physical currency to digital payments, a move from traditional fuels to renewable energy sources, a shift from an informal to a more formal economy, and a transition from underserved communities to ensuring inclusion even at the last mile. These landmark changes are shaping a new landscape of development.
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White papers
Creditor-on-creditor violence in Europe: Fertile ground or safe harbour?
Roger Lawrence, Head of Legal (Special Situations and Liquid Credit) at Alcentra, believes debt investors in Europe are better insulated than the United States against the risk of losing value to some of the more aggressive tactics seen today, informally known as “creditor-on-creditor” violence.
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White papers
IPM monthly blog – Edition June 2024: Our monthly insights into private markets
Commencement of interest rate cuts to support market
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White papers
2024 Mid-Year Outlook - Walking Through the Threshold
Inflation is, of course, a global phenomenon, and similar decisions on interest rates are top of mind for policymakers, market watchers and investors around the world. (In fact, as of the finalization of this paper in early June, the European Central Bank (ECB) announced its first rate cut in nearly five years.)
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White papers
2024 midyear outlook: Widening cracks in the investment landscape
“Step on a crack, break your mother’s back” conjures up images of children playfully jumping over gaps between sidewalk squares. As grownups, we can indulge such youthful superstitions as harmless. As investors, however, we recognize the very real risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. This is the challenge we’re facing midway through 2024.
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White papers
Best ideas across asset classes
A combination of global economic resilience and strong corporate earnings has propelled equity markets higher over the first half of 2024. This upward move has been accompanied by less favorable valuations, which (combined with uncertainty surrounding central bank policy) leads us to stick with a neutral view toward global stock markets.
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White papers
Nuveen Natural Capital 2024 Sustainability Report
Nuveen Natural Capital’s 2024 Sustainability Report describes the activities that underpin our Nature, Climate, People sustainability strategy in our managed global farmland, timberland and environmental restoration operations.