Insights
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
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Insights
May 9, 2024
Unpacking the Puzzle of the ‘Magnificent 7’
Why investing in monikers like the ‘Magnificent 7’ for AI exposure will only end in tears
Insights
April 29, 2024
Greece: A transformative region for investors?
Under the stewardship of Prime Minister Mitsotakis, Greece is experiencing an economic revival and consistent outperformance beyond market GDP growth forecasts that have created a transformative environment for investors.
Insights
April 22, 2024
Pan-European Real Estate Credit: An immediate, compelling and expanding investment opportunity
A whole loan real estate credit strategy provides investors with a compelling and sustainable long-term investment thesis. Supported by an existing €2.0 trillion market, real estate credit looks particularly attractive at this stage of the market cycle.
Market Commentaries
April 18, 2024
Q2 2024 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
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Market Commentaries
December 18, 2020
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Global Asset Allocation Team Market Update – May 2024