We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.

With valuations stretched, macro headwinds blowing and spreads near post-global financial crisis tights, our portfolio managers look at the state of the IG market

Das Interesse an globalen Immobilienwerten (GRES) steigt – ein verständlicher Trend, wenn man die potenziellen Vorteile berücksichtigt, die ihre Aufnahme in ein breiteres Portfolio bietet.