Research Roundup: February 2024
- February 1, 2024: Vol. 11, Number 2

Research Roundup: February 2024


In a new Janus Henderson Investors report, John Kerschner, head of U.S. securitized products, seeks to identify and debunk the biases that keep some investors from considering an allocation to U.S. securitized fixed income. The report, titled Busting the bias against U.S. securitized, can be read here.


The CBRE Global Workplace & Occupancy Insights for 2023-2024 report summarizes three years of office benchmarking and client sentiment surveys to identify how CBRE clients are creating efficient portfolios and effective work experiences in the wake of the pandemic. Read it here.


Oaktree executives, including co-chairman Howard Marks, report on how credit markets experienced dramatic swings in investor sentiment during 2023, as well as unexpected geopolitical events, and the second consecutive year of rising interest rates. Read their assessment here.


RCLCO Real Estate Consulting sentiment survey has tracked U.S. real estate market conditions for more than 12 years. The events of the past four years have generated unprecedented volatility in the index, with significant swings in sentiment (both positive and negative) resulting from COVID-19 and the initial recovery, followed by inflation and rising interest rates. Read the firm’s latest sentiment survey here.


Ameriprise Financial chief economist Russell Price offers his 2024 economic outlook. Watch the video here.


ARK Investment Management tackles this question in a recent paper: Will the convergence between artificial intelligence and precision agriculture lower farming costs? Read the firm’s conclusion here.


Brian Bichler, co-head of the FI channel and head of platform experience at Atria Wealth, makes his case for the “rising necessity of personalized wealth management” in an article on the firm’s website. Read it here.


Carlyle has issued a new report titled Brave New World AI and its Downstream Implications. It claims the advent of artificial intelligence may represent a watershed in human history, with the potential to transform daily lives to an extent that may be difficult to appreciate fully at this moment in time. Read it here.


A Clarion Partners report, U.S. Life Sciences Real Estate: The Long-Term Outlook Remains Bright Amidst Robust Secular Demand, says that over the past several years, institutional investor interest in purpose-built U.S. life sciences real estate has grown rapidly. Several significant secular demand factors, as well as the COVID-19 pandemic, have led to historically high public and private capital funding levels for life sciences industries. Learn more here.


Evolve ETFs writes about unlocking the future with AI by staying focused on the chief trends to watch in 2024. As the country enters the second full year with AI, what can we expect to see? How will artificial intelligence adoption grow and change? And how will such changes affect users and consumers of AI? Find some answers here.


Goldman Sachs reports that a new generation of AI tools and models is emerging, and it’s moving much faster than previous technology waves. The firm makes its case here.


Another Goldman Sachs’ paper says direct lithium extraction is poised to boost production for batteries. Lithium is a key ingredient in batteries for electric cars and renewable power storage, making it a critical commodity for the energy transition to reduce emissions of greenhouse gases. Learn more here.


Global X has a new report titled Emerging Markets Outlook 2024: Overlooked, Underpriced, and Ripe for Outperformance that argues investors, in general, are underweight in their emerging market allocations, and sees current conditions as a good time for a reassessment, as the asset class looks poised for potential outperformance in 2024. The firm offers its rationale here.


Integra Realty Resources has published its 2024 commercial real estate trends report. Integra concedes that it is difficult to fight pessimism in the real estate community amidst an entire year of downward value trends. The firm explains here.


BlackRock has released its latest global real estate viewpoint report titled, Opportunity in 2024: A vintage advantage. The quarterly report highlights the long-term structural shifts influecing the global real estate landscape, and discusses both the global and regional implications that investors should consider while moving forward into 2024. Access the report here.

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