Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
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Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.
Asia Deserves Some Credit
When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.
Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
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2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.