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
The Greek Recovery Story
Emerging Markets
Jan 31, 2023
In this podcast, Dominic Bokor-Ingram and Chris Nicholas discuss how they believe that Greece is investable and an example of how the path from being an emerging country to reaching developed status is not always a one-way trip.
Vietnam, the Reform Story Continues
Videos, Webinars and Podcasts
Dec 12, 2022
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
Is the Bond Market Getting Ahead of Itself?
Fixed Income
Feb 15, 2021
The shape of the yield curve has changed significantly over the past six months.
ESG Everyday: A Framework for Fixed Income Portfolios
Sustainable Investing
Jan 6, 2021
The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.
Learn more ESG Everyday: A Framework for Fixed Income Portfolios
This Time, It’s Different
Fixed Income
Dec 15, 2020
Moving into 2021 as a mindful bond investor.