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
Middle East – The Reform and Index Upgrade Story
Insights
Apr 19, 2019
Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.
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.
Frontier and Smaller Emerging Markets – the Performance Paradox
Insights
Oct 16, 2020
Explaining the recent weakness in frontier and smaller emerging markets.
Learn more Frontier and Smaller Emerging Markets – the Performance Paradox