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.
High Growth Opportunities in a Low Growth World
Market Commentaries
Oct 24, 2023
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
ESG Everyday: A Framework for Fixed Income Portfolios
Sustainable Investing
Jan 6, 2021
The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.
Learn more ESG Everyday: A Framework for Fixed Income Portfolios
