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

10JUN 2019

Markets

Uncovering value at the top of the real estate cycle: Retirement living in the UK

We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.

10JUN 2019

Markets

Uncovering value at the top of the real estate cycle: European 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.

10JUN 2019

Markets

Uncovering value at the top of the real estate cycle: 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.

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.

MAY

31MAY 2019

Economic and 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

Thought Leadership

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.