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Emerged as relative winners in the fixed-income segment – and we believe they can still deliver
In a challenging operating environment, selection and thorough bottom-up research remain crucial
As prices adjust, many areas of the global real estate market are looking increasingly attractive
Charging points for electric vehicles are emerging as an increasingly interesting segment infrastructure investors should keep an eye on.
By: Björn Jesch
Our monthly market analysis and positioning
By: Geoffrey Shaver, CFA, Annie Del Giudice, Jason Chen, Grace Qiu Tiantian, Ph.D., Harry Huang Peng, CAIA, FRM
For a change, Europe’s banking sector appears in reasonably good shape. That’s good news, not least as supranational decision-making remains fragmented.
By: David Bianco
Washer set to deep clean: Beware alternating rotations, drain could reopen
Europe’s banks and U.S. real estate – an unhealthy relationship once again questioned by markets.
By: Murray Birt, Johannes Heickmann
Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.
By: Jason Chen, Francesco Curto, Dirk Schlüter
In this edition of the Long View, we examine the risks around monetary policy tightening measures.
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
Getting Past the Panic: Mend capital availability, then capital costs
