Of Bund yields and paradigm shifts

In 2023, occasionally looking at an issue through pre-2010 paradigms might be quite helpful. Yields on German government bonds are a case in point.

A Framework for European Transformation

By: Francesco Curto, Johannes Müller, Murray Birt, Peter Doralt

Why has European Transformation become a matter of urgency? Read our report to learn more and about role real estate can play in the Europe's transformation journey.

The redeeming qualities of global real estate

By: Björn Jesch

With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.

Investment Traffic Lights | Quarterly Edition

By: Björn Jesch

Our monthly market analysis and positioning

ESG Special – Inequality

By: Martin Moryson

Inequality – An Investors’ Perspective.

Not an easy year, but one with alternatives

By: Björn Jesch

Even if this year's extreme developments do not recur in 2023, there will be no lack of challenges. But investors at least have more possibilities as bonds revive.

Our forecasts

All forecasts at a glance

Long View Q3: The discount rate

By: Francesco Curto, Jason Chen

The importance of interest rates and inflation on equity fair value

Earth Systems

By: Michael Lewis

Exploring the climate-biodiversity-land-water-oceans-just transition nexus

Investment Traffic Lights

Our monthly market analysis and positioning

Deep Reinforcement Learning, how AI helps to invest your money

By: Dr. Sebastian Kring, Jan Keesen

One of the key challenges that investors face is determining financial strategies that are optimal for multi-period investment objectives.

Making sense of carbon price forecasting

By: Michael Lewis

The predictive power of commodity analysts and forward curves

China’s 20th Communist Party Congress: A leader-ship reshuffle in a challenging environment

Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.

Investment Traffic Lights

Our monthly market analysis and positioning

Bonds are back with carry

The bond sell-off and aggressive monetary policy allow for a new look at the segment