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27 Oktober 2023
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Head of Research, Europe, Real Estate (EMEA)
Head of Research & Analytics, Real Estate (US), Lionstone Investments
Rising incomes: what are the outcomes for global residential rents?
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Watch time - 6 min
6 Januar 2021
Globale Schwellenländeraktien
Global Head of Emerging Market Equities
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Read time - 5 min
20 März 2020
Aktien
Head of Multi-Asset Strategy
Rezessionsrisiken: Coronavirus, Ölpreisschock, was kommt als Nächstes?
Rezessionsrisiken: Coronavirus, Ölpreisschock, was kommt als Nächstes?
Erst wurde eine Angebotsknappheit befürchtet, nun droht ein Nachfragerückgang. Die Rezessionsrisiken sind hoch.
Lesezeit unter - 5 min