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
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.
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.
Learn more Frontier Markets – An Alternative to Emerging Markets
ESG Case Study – Global Emerging Markets Core Growth Equity
Emerging Markets
Dec 10, 2018
Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.
Learn more ESG Case Study – Global Emerging Markets Core Growth Equity