Insights

The UK investor has few choices to deliver income that can meet their long-term needs. Despite having less liquidity, private markets, and more specifically real estate, might be the best answer.

Learn more The Appeal of UK Core Long-Income Commercial Real Estate Investing: An Attractive Alternative to Traditional Liability Matching

With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.

Learn more High Growth Opportunities in a Low Growth World

The principles of core real estate investing are simple: lease your property, collect your rents, watch the rent grow over time and enjoy capital appreciation where market conditions permit. At the end of the lease term, be ready to refurbish the property and lease it up again.

Learn more Core Commercial Real Estate Investing: Flattening the Depreciation Curve

Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.

Learn more Market Update from the Global Asset Allocation Team – August 2021

Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.

Learn more Market Update from the Global Asset Allocation Team – June 2021