Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
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.
Learn more Growing Homes: Creating Additionality through Single-Family Housing
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.
Learn more Growth and Income Investing in Emerging Markets – The Trend Continues