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.
Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from central banks.
From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
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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