A Fed Housing Fix That’s Hiding in Plain Sight (PIMCO)
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing…
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Demographics, Elderly Housing and Investment Opportunities (UBS AM)
High-income countries are undergoing a historic demographic transformation as the 65+ age group rapidly expands,…
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From Buyers to Builders: Assessing the U.S. Housing Market (PGIM)
As the post-Covid boom in housing activity transitions toward more normalized market conditions, PGIM assesses the…
Big Beautiful Data Centers: How AI and Infrastructure Are Giving Construction a Second Wind (Allianz)
Generative AI has become a structural driver of construction. In the U.S., 6.4 GW of data center capacity was…
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Creating Value Through Natural Capital: High quality and sustainable investing
This year marks 40 years of Manulife Investment Management’s leadership in sustainable timberland…
Why invest in alternatives?
There has been increasing attention paid to alternative asset classes this year...