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UK Real Estate: Talking Points April 2026
UK Real Estate: Talking Points April 2026
30 April 2026
Welcome to our quarterly snapshot of current real estate market trends.
Europe’s quality growth opportunity
Europe’s quality growth opportunity
29 April 2026
Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
In Credit Weekly Snapshot – Down down
In Credit Weekly Snapshot – Down down
28 April 2026
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.
Columbia Threadneedle Investments – Stewardship Report 2025
Columbia Threadneedle Investments – Stewardship Report 2025
28 April 2026
Central banks take centre stage
Central banks take centre stage
27 April 2026
A big week for central banks. Will patience prevail?
The role of asset-backed securities in pension scheme LDI portfolios
The role of asset-backed securities in pension scheme LDI portfolios
24 April 2026
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
From Monopoly to Age of Empires: Emerging markets in the new global regime
From Monopoly to Age of Empires: Emerging markets in the new global regime
23 April 2026
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
Joe Horrocks-Taylor
Joe Horrocks-Taylor
21 April 2026
Natalia Luna
Natalia Luna
21 April 2026
Tenisha Elliott
Tenisha Elliott
21 April 2026
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UK Real Estate: Talking Points April 2026
UK Real Estate: Talking Points April 2026
30 April 2026
Welcome to our quarterly snapshot of current real estate market trends.
Europe’s quality growth opportunity
Europe’s quality growth opportunity
29 April 2026
Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
In Credit Weekly Snapshot – Down down
In Credit Weekly Snapshot – Down down
28 April 2026
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.
Central banks take centre stage
Central banks take centre stage
27 April 2026
A big week for central banks. Will patience prevail?
The role of asset-backed securities in pension scheme LDI portfolios
The role of asset-backed securities in pension scheme LDI portfolios
24 April 2026
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
From Monopoly to Age of Empires: Emerging markets in the new global regime
From Monopoly to Age of Empires: Emerging markets in the new global regime
23 April 2026
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
In Credit Weekly Snapshot – All around the world
In Credit Weekly Snapshot – All around the world
21 April 2026
After another week in which geopolitics set the stage for wider market moves, latest data shows a stabilisation in the decline of global democracy scores.
Market Perspectives: Dire Straits
Market Perspectives: Dire Straits
20 April 2026
Oil prices have fluctuated around news flow and the ability of shipping to navigate the Strait of Hormuz.
Q1 2026 repo update
Q1 2026 repo update
15 April 2026
How geopolitical shifts and policies are shaping market dynamics.
Real Estate: Iran war update
Real Estate: Iran war update
14 April 2026
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.
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