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14 April 2026

Joanna Tano

Head of Research, European Real Estate

Alex Dunn

Research Analyst, European Real Estate

Real Estate: Iran war update

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.
14 April 2026

In Credit Weekly Snapshot – Rock the boat

With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
14 April 2026

Francis Ellison

Client Portfolio Manager

Europe at a turning point – picking the winners

Looking through market volatility to find Europe’s best companies.