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Insights

Private markets house view H1 2024 summary

Insights15 May 2024

Private markets house view H1 2024 summary

Against a backdrop of enduring inflation and interest rate increases in 2023, what’s next for private markets?

Investing in the key players in Asia’s energy transition: Emission Impossible?

Insights09 May 2024

Investing in the key players in Asia’s energy transition: Emission Impossible?

In the latest episode of the Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.

North America real estate market outlook Q2 2024

Insights29 Apr 2024

North America real estate market outlook Q2 2024

We like industrial and logistics markets surrounding the Gulf and East-Coast ports.

Asia-Pacific real estate market outlook Q2 2024

Insights29 Apr 2024

Asia-Pacific real estate market outlook Q2 2024

We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.

UK real estate market outlook Q2 2024

Insights29 Apr 2024

UK real estate market outlook Q2 2024

UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy

Global real estate market outlook Q2 2024

Insights29 Apr 2024

Global real estate market outlook Q2 2024

The UK, US, and parts of Europe, are expected to lead the recovery.

European real estate market outlook Q2 2024

Insights29 Apr 2024

European real estate market outlook Q2 2024

The outlook for European direct real estate returns is improving each quarter

To CCC or not to CCC, that is the question

Insights18 Apr 2024

To CCC or not to CCC, that is the question

With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.

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