The current attractive relative valuation opportunity and merits of residential REITs.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The potential income opportunity amid the rates volatility.
How financial professionals can build productive relationships with attorneys that benefit both their practice and their clients.
Simon Ward, Economic Adviser, considers the prospects for housing prices over the next few years, arguing why investors should keep an eye on longer-term index-linked gilts as an indicator.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
A five-part structure advisors can implement for more effective team meetings focused on sustained growth.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Conflicting signals from cycle and monetary influences on the economy and asset prices suggest increased uncertainty for equity markets, explains Simon Ward, Economic Adviser.