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
Frontier Markets – An Alternative to Emerging Markets
Insights
Nov 29, 2023
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.
Learn more Frontier Markets – An Alternative to Emerging Markets
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.