The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains. We assess the likely impacts on European real estate and consider the specific impacts on real estate sectors.
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.
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