Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
Real Estate Debt Roundtable with CAMRADATA
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.
Fiera Atlas Global Companies Strategy: Portfolio Construction
In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.
Learn more Fiera Atlas Global Companies Strategy: Portfolio Construction
Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Moving into 2021 as a mindful bond investor.
A Strategy for all Seasons
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.