Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Frontier Markets – An Alternative to Emerging Markets
While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.
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Navigating Manager Selection as Private Credit Looks Poised to Perform
Sarah Butcher discusses how the current environment particularly favours private credit lenders and what to look for when assessing different investment strategies in the private credit space.
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Private Credit Proves its Place
What role can private credit be expected to play in a portfolio context and how can investors identify opportunities while seeking to avoid potential pitfalls as this asset class experiences its first economic cycle?
Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
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Private Alternatives Outlook 2021: The New Normal?
Unprecedented. Extraordinary. Uncertain.
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