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Commercial Real Estate: Into the Headwinds
Key Takeaways The commercial real estate market faces significant headwinds such as tighter credit conditions, income pressure and elevated refinancing needs over the next two years. In the US, while the risks are acute for owners of office properties, commercial real estate remains a diverse asset class and pockets of resilience can be found. As
China’s Next Chapter: Reopening, Recovery and Beyond
Key Takeaways China’s economic policy has shifted to growth, COVID-19 restrictions have been lifted, regulatory rhetoric has relaxed and the tone toward the property and private sectors has become more supportive. While we expect China’s growth momentum to improve further in the coming months, a hard-hit property sector, aging demographics and geopolitics remain headwinds to
New York City’s TRS: Junk rallies make active management hard
At the October investment committee meeting for the Teachers Retirement System of the City of New York, TRS’ Tax Deferred Annuity Programme trustees heard how lower quality stocks are outperforming the broad market in what is commonly referred to as a “junk rally.”
LACERA: It’s all in the process
In an interview with Top1000funds.com, Los Angeles County Employees Retirement Association CIO John Grabel explains how the fund’s deeply ingrained investment processes guide the pension fund through times of uncertainty.
The origin of COVID: Did people or nature open Pandora’s box at Wuhan?
The COVID-19 pandemic has disrupted lives the world over for more than a year. Its death toll will soon reach three million people. Yet the origin of pandemic remains uncertain: The political agendas of governments and scientists have generated thick clouds of obfuscation, which the mainstream press seems helpless to dispel.
The stories that helped you do your jobs better in 2024
A look at the topics and subjects our readers found interesting in 2024. Investor Profiles on investment, governance and teams featured highly as asset owners figure out how to navigate an increasingly complex environment.
William Nordhaus versus the UN
William Nordhaus favors a carbon tax to slow climate change but his own model shows that the UN’s target would make humanity poorer than doing nothing at all about climate change.
Secular Supply and Demand
Over the past two decades, China’s secular rise dominated commodity markets, as its industrialization required a massive amount of raw materials to build up the country. As we consider the future, we see many reasons to be bullish on commodities tactically, but one of the most important secular factors will likely support industrial commodity demand for years to come: the shift in global economies away from fossil fuels and toward greener energy.
The PRI SDG report
This report provides a high-level framework for any investors looking to shape real-world outcomes in line with the Sustainable Development Goals (SDGs)
Navigating risks and potential opportunities