Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
Building the Future – The Case for Infrastructure in LGPS Portfolios
Decarbonisation, digitisation and demographic change are transforming infrastructure into one of the most exciting asset classes.
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Webinar: Trade, Tariffs & Trump 2.0: Implications for Emerging Markets
Our award-winning emerging markets team analyse the latest developments shaping global trade and their impact on emerging economies.
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Single-Family Housing is Leaving its Sandbox
If I had to draw a line separating a ‘before’ and ‘after’ of UK real estate, it would be early in the 2010s. That feels recent for what is often described as the world’s oldest asset class, but back then the investable universe available to institutions was a slither by both scale and sophistication, to what it has now become.
Growing Homes: Creating Additionality through Single-Family Housing
Institutional capital’s drive to diversify away from traditional investment classes in favour of alternatives has set off a sprint in the living sectors, where domestic and international investors are competing for scale.
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Investing in Emerging Markets
Dominic Bokor-Ingram discussed emerging markets investing in the context of geopolitics with Rich Mullen, CEO and Founder of Pallas Capital, and CIO Garav Milnick, drawing on 30+ years of experience.