Real estate: an intrinsic ‘productive finance’ asset
UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
Government debt continues to dominate discourse, with the IMF predicting that globally it will soon exceed 100% of global GDP. Elsewhere we saw regional bank problems in the US and more trouble for France. Read on for a breakdown of fixed income 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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