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
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.
Global Investment Outlook
Market Commentaries
Jan 2, 2019
Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.
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.