Insights

Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.

Learn more Growth and Income Investing in Emerging Markets – The Trend Continues

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.

Learn more Asia Deserves Some Credit

Why corporate governance is the key to an ESG-friendly portfolio.

Learn more Good Governance. Greater Returns.

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

Learn more 2019 Asia Market Outlook

David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.

Learn more Real Estate Debt Roundtable with CAMRADATA