Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Africa Re-awakening
After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.
Market Update from the Global Asset Allocation Team – August 2021
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
Market Update from the Global Asset Allocation Team – June 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
Global Asset Allocation Team Market Update – February 2022
The new year got off to a tumultuous start.
Learn more Global Asset Allocation Team Market Update – February 2022
Market Update from the Global Asset Allocation Team – May 2021
The second quarter got off to a roaring start. Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.
Learn more Market Update from the Global Asset Allocation Team – May 2021