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BlogFinely Balanced Decision Tips BoE to Cut
The Bank of England cut rates by 25 bps at its August policy meeting, but a series of aggressive rate reductions are likely off the table.
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BlogThe BoJ’s Leap of Faith on the Road to Normalisation
A hawkish Bank of Japan lifted its policy rate and announced quantitative tightening at its July 2024 meeting.
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BlogA Look Under the Hood of China’s EV Sector
The third post in our Great Power Competition (GPC) series takes a closer look at factors that make China’s electric vehicle (EV) sector one of the more formidable global players.
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BlogThe Weaponization of Statecraft and its Investment Implications
While the use of statecraft has been a prominent feature of all global orders, the frequency and potency of its deployment has never been higher than in the current geopolitical environment.
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BlogThe Credit and Decarbonization Impacts of Sustainable Aviation Fuel
Sustainable aviation fuel (SAF) is a viable solution to decarbonizing aircraft travel but due to the slow pace of SAF uptake, airlines may fall short of their publicized decarbonization goals.
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BlogNot All AAA CLO ETFs are Created Equal
Actively managed AAA CLO ETFs provide access to the highest-rated CLO tranche but not all AAA CLOs are created equally, and actively managed ETFs are showing notable dispersion in positioning.
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BlogThe Growing Dispersion in the Muni Hospital Sector
Rapidly changing dynamics in the hospital sector currently present an opportunity to generate alpha by investing in certain subsectors and geographies while actively avoiding others.
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BlogThe Case for Rebalancing into Bonds, in Pictures
In the current market environment, we see a compelling case for rebalancing into bonds vs. both stock and cash.
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BlogA Most Hawkish Hike by the ECB
The ECB’s June rate hike and its confirmation of a faster balance sheet reduction were in line with expectations. However, President Lagarde’s decidedly more hawkish tone was a surprise.
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BlogThe Implications of China’s Far-From-Typical Recovery
China’s current recovery is emerging unlike others, leaving the global economy without the familiar engine to pull it forward as recession concerns linger throughout much of the world.
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BlogWill the Fed’s Policy Bundle Morph into a Bungle?
The Federal Reserve’s decision to hold monetary policy steady was expected but its arrival carries a set of nuanced ramifications.
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BlogWhy London still rules when it comes to housing
As the capital continues to see the strongest residential demand in the UK, ongoing supply/demand tension will keep upward pressure on rents, in our view.
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BlogA rising tide? An update on onshoring
We examine the potential drivers of onshoring and its implications for the UK real estate equity sector.
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BlogThe US Inflation Reduction Act: Europe’s response
In the second part of our blog series on the Inflation Reduction Act, EU leaders have outlined a package of subsidies to rival the act. Will it be enough to prevent investment flows diverting to a subsidy-rich US?
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BlogMoney, money, money: the Inflation Reduction Act
In the first of this two-part blog series, we review the impact of the Inflation Reduction Act on US real assets and consider how European governments might respond.
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BlogA Rising Tide Of Rate Resets Boosts Appeal Of Bank Loans
Leveraged loan yields have recently begun resetting higher alongside the sharp rise in base rates and now offer a compelling pickup in yield over most other fixed income asset classes.
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BlogMixed Bank Messages Upstage the Fed’s Dovish Turn
While the Federal Reserve’s March rate hike was delivered as expected, the decision was paired with several dovish signals and mixed messages regarding the banking sector.
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BlogECB: Having It Both Ways, For Now
As expected, the ECB stuck with its guidance and raised interest rates 50 bps at its March meeting. However, recent market turmoil has clearly made the central bank cautious.
