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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Private Credit Proves its Place
Private Markets
Dec 12, 2022
What role can private credit be expected to play in a portfolio context and how can investors identify opportunities while seeking to avoid potential pitfalls as this asset class experiences its first economic cycle?