In focus

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Markets

13JUN 2019

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

2019

JUNE

06JUN 2019

Markets

Why investors might be wrong about corporate bonds

Data shows that long term investment grade corporate bond returns have been relatively smooth and consistent, even through difficult markets.

06JUN 2019

Markets

Monthly markets review - May 2019

A look back at markets in May when stocks fell as trade tensions ratcheted up.

06JUN 2019

Markets

Checking out the value in owner-operated hotels

While yields have compressed in the wider hotel market, the European owner-operator segment still offers considerable value, not least because of this area’s attractive yield premium.

03JUN 2019

Markets

Why we see value in UK social supported housing

With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.

MAY

31MAY 2019

Economic & Strategy Viewpoint

Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

24MAY 2019

Markets

An introduction to securitisation: a diverse opportunity set offering attractive excess return potential

Securitisation can be seen as highly technical, niche and (post-2008) perceived as risky, but its highly diverse range of opportunities can bring significant benefits to a portfolio.

14MAY 2019

Markets

Netflix, Spotify, Airbnb: how investors might approach the modern breed of companies

Not all network-building platforms are created equal; investors should beware that their business models vary wildly in terms of their viability.