Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
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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