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.
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Growth and Income Investing in Emerging Markets – The Trend Continues
Insights
May 29, 2019
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
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India: Reforms are here to stay
Insights
Mar 1, 2019
The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.