In this video series, portfolio manager Vimal Patel together with senior analysts Nitin Saigal and Israel Hernandez share perspectives on opportunities emerging across the technology landscape.
Retail parks are uniquely positioned at the intersection of three structural forces: value-oriented consumer behaviour, demand for convenience, and a constrained supply pipeline. We assess the outlook for one of the UK’s most structurally supported real estate sub-sectors.
Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.
In this video series, portfolio manager Vimal Patel together with senior analysts Nitin Saigal and Israel Hernandez share perspectives on opportunities emerging across the technology landscape.
Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
AI bond supply: Why the market can absorb the coming wave
Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
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