Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24
Private assets
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White paper
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Article
Private markets – A multi-faceted...
Asset managers are increasingly applying sustainability criteria to investments in private markets as they seek to take into account growing…
29/09/23
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White paper
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
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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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Article
The illiquidity premium in private...
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term.…
04/08/23
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Article
Private asset allocations in open-ended...
Allocating to private assets in open-ended funds can offer investors benefits such as diversification, but there are drawbacks, too, like…
28/07/23