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We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
The UK, US, and parts of Europe, are expected to lead the recovery.
The outlook for European direct real estate returns is improving each quarter
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
Amidst declining interest rates and the accelerating energy transition, alternatives are poised to claim a more substantial stake in investors' portfolios. What are the deals and how can alternative asset classes adapt to the changing interest rates environment?
Faced with its critics, why emerging markets continue to show significant potential in the second quarter and beyond.