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10 March 2026
Alternatives
Head of Investment Germany
Investing in real estate: The window of opportunity is open
Investing in real estate: The window of opportunity is open
Momentum is returning to European real estate markets and the recovery is underway – albeit in an uneven fashion.
9 March 2026
Multi-Asset
Multi asset
Senior Economist, Multi-Asset Solutions team
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
5 March 2026
Equity
Client Portfolio Manager
Global Head of Emerging Market Equities
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?