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.
What five weeks of conflict mean for emerging market debt
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
Market Perspectives: Where next for commodity prices?
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
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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