Overview
Performance
Key Facts
Fees & Charges
Full Portfolio Holdings
Literature
Fund Managers
Insights
27 octubre 2023
Productos alternativos
Alternatives
Head of Research, Europe, Real Estate (EMEA)
Head of Research & Analytics, Real Estate (US), Lionstone Investments
Rising incomes: what are the outcomes for global residential rents?
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Watch time - 6 min
6 enero 2021
Renta variable mundial de los mercados emergentes
Global Head of Emerging Market Equities
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Read time - 5 min
20 marzo 2020
Renta fija
Head of Multi-Asset Strategy
Recession risks: Coronavirus + oil shock + what else?
Recession risks: Coronavirus + oil shock + what else?
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
Read time - 5 min