Eurozone commercial real estate reset...
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields…
06/09/23
Fixed income
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White paper
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Article
Household loans – Offering predictable...
As growth in developed economies slows and higher central bank rates start to bite, investors looking for portfolio diversification and…
21/08/23
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White paper
Asset Allocation Monthly – No...
Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the…
11/08/23
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Podcast
Talking Heads – Peak rates...
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for…
31/07/23
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White paper
Fixed Income Outlook – Shifting...
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun…
21/07/23
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Article
Social bonds – A better...
Since our update on social bonds in 2022, the market landscape for this type of sustainable bond has changed significantly:…
18/07/23