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Global Property Equities: Evolving for the Better into 2022 and Beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Despite Headwinds, Progress Continues for U.S. Equities
Portfolio Manager Jeremiah Buckley sees continued progress in U.S. equities amid the economic recovery.
Unlocking Value in Health Care Stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of health care a boost in 2022.
Introducing the REITs 3.0 Flywheel
Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.
COP26: The Global Natural Resources Perspective
What COP26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Versatility Key in Navigating New Recovery Challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
Global Dividend Payouts Reach Record Q3 High
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
COP26: Reflections, Responsibility and Legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
COP26 Week Two: Coal, Carbon-Trading and Climate Change Funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
Supply Chain Crisis Fuels Insatiable Demand for Warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
Is Decarbonization an Opportunity for Emerging Markets?
Our Global Head of ESG Investments chairs a World Climate Summit Investment COP panel discussion on the opportunities and challenges decarbonization presents across emerging markets.
Equities: Can the cycle roll on?
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.