Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
A whole loan real estate credit strategy provides investors with a compelling and sustainable long-term investment thesis. Supported by an existing €1.6 trillion¹ market, real estate credit looks particularly attractive at this stage of the market cycle.
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Other Insights
Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
Emerging Markets
May 5, 2021
Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.
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The Emerging Markets Consumer
Emerging Markets
Oct 28, 2019
Evolution and Premiumisation of the Emerging Markets Consumer
Growth and Income Investing in Emerging Markets – The Trend Continues
Insights
May 29, 2019
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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