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.
In Credit Weekly Snapshot – Back on the chain gang
France’s finances remain an issue, with political instability likely to delay efforts
to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
Should investment grade prime office landlords worry about AI?
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
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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