Talking heads – The strategic...
Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity…
13/02/23
Private assets
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Podcast
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Article
Babies and bath water: Is...
The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen…
30/11/22
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White paper
Investment Outlook 2023 – Investing...
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
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Article
The case for commercial real...
With rising interest rates and inflation, investors need a two-pronged approach to ensure stable returns and potential investment upside. Commercial…
09/11/22
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Article
European infrastructure debt – Navigating...
Infrastructure debt’s resilience as an asset class was demonstrated during the pandemic. However, new challenges have arisen. A key concern…
05/10/22
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White paper
Private debt through credit risk...
The credit risk sharing (CRS) market opened up in the wake of the financial crisis of 2007-9. It has expanded…
04/10/22