All White papers articles – Page 88
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White papersEmerging market debt outlook for 2025: Ready for Trump 2.0?
Looking ahead to 2025, the macro environment, in theory, sets the stage for a friendly backdrop in emerging markets (EM), especially given widespread disinflation, which should allow most major central banks to significantly ease rates throughout the year.
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White papersTurning the Corner? Commercial Real Estate Themes for 2025
As major central banks lower interest rates, is the prolonged and painful downturn in commercial real estate (CRE) finally coming to an end? Yes, at least in some sectors, according to senior investors from PIMCO’s commercial real estate platform. In a recent roundtable discussion, they emphasized that recovery will likely be slow and uneven, requiring a strategic focus on specific geographies and sectors, along with a considered choice between debt and equity investments.
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White papersWhy Australia: A Growth Inflection Point
This is the second edition of Charter Hall’s Why Australia report, a leading thought leadership paper published annually.
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White papersThe cold storage sector comes with challenges but offers valuable opportunities
The future of cold storage is bright, as increasing global demand for fresh and frozen food products place this asset class in an irreplaceable position on the global supply chain. In an interview with IREI, Jonathan Epstein, managing partner at BGO, discussed the outlook for cold storage, barriers to entering its market, and suggestions on investing in this emerging sector.
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White papersAmundi Responsible Investment Views 2025
The responsible investment market normalization continues, in a year marked by additional transparency requirements and continued companies’ commitments
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White papersEuropean bonds shine ahead of ECB meeting
European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
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White papersConsolidate with caution – Too much focus on scale could come at the expense of innovation
Last month, in an attempt to boost the UK’s growth trajectory, Rachel Reeves unveiled what she claimed was the “biggest pension reform in decades”. She reckons the UK has been regulating for risk, but not regulating for growth – a view many in the industry would agree with.
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White papersPrivate Markets, Edition December 2024
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
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White papersWhy Should REITs Be Part of Your 2025 Investment Strategy?
REITs are poised for a resurgence in 2025…As you plan your 2025 investment strategy, consider the unique advantages REITs bring to a portfolio: steady dividend income, capital appreciation potential, inflation protection, and diversification benefits. After years of underperformance, REITs are poised for a resurgence, offering attractive valuations and compelling opportunities for income and growth.
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White papersInvestment Perspectives 2025 Outlook: No time for complacency
Markets took the key events in 2024 mostly in their stride. Will this relaxed view persist over the next 12-months? CIO’s from across our investment teams discuss the likely events and drivers they believe will shape investor returns over the coming year.
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White papersFront runners: The property types more likely to benefit from rising AI adoption
In the first installment of our artificial intelligence (AI) and real estate series, we introduce a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment.
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White papersUK equities: don’t believe the doom mongers
Remember Tony Blair? When Labour won a landslide election victory in 1997 after 18 years of Conservative rule, it inherited an economy on the rebound after a bout of inflation and high interest rates in the early 1990s. In the months that followed, sterling surged and UK stocks rallied.
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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.
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White papersInternational equities: Opportunities beyond U.S. dominance
On the back of strong economic growth and a steady wave of technology advancements, U.S. equities have outperformed global equities for nearly 15 years. However, with U.S. valuations reaching historic highs and investors facing evolving challenges like trade disputes and tariff wars, compelling opportunities in international equities and multinational companies could redefine the narrative.
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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.
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White papers2025 Global Real Estate Outlook: Is property at a turning point?
As we look towards what 2025 holds and the opportunities it will afford in real estate, it is worth first reflecting on the past 12 months. We have seen elections in major economies around the world and changes in human behaviour in response to evolving structural thematics, all of which have and will continue to impact in a plethora of ways. We saw inflation spiral, and the heightened cost of debt held back investment activity as ‘bid:ask’ spreads widened and real estate prices fell.
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White papersReal Estate: The Red Thread – Private Markets - Edition December 2024
“Outside of offices, real estate capital values look to be bottoming out, while transaction activity has been trending up this year. We expect market recovery to take hold in 2025 and capital values to rise. Proposed tariff increases by Donald Trump will likely impact logistics markets, affecting assets at airports, ports and land borders, while consumer focused facilities are less at risk.”
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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.
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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.
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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.
