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
Good Governance. Greater Returns.
Insights
May 22, 2020
Why corporate governance is the key to an ESG-friendly portfolio.
The Appeal of Mid-Market Infrastructure Investing
Private Markets
Jan 27, 2020
An Educational Perspective
Learn more The Appeal of Mid-Market Infrastructure Investing
Asia Deserves Some Credit
Insights
Jun 26, 2019
When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.
2019 Asia Market Outlook
Insights
Jan 1, 2019
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
Africa Re-awakening
Emerging Markets
Jan 1, 2018
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.