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
Investing for a Low Carbon World
Sustainable Investing
May 4, 2023
The energy transition comes with many structural growth and ESG considerations.
Good Governance. Greater Returns.
Insights
May 22, 2020
Why corporate governance is the key to an ESG-friendly portfolio.
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.