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Blog
A 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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The 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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Will 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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Why 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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A 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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The 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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Money, 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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A 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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Mixed 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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ECB: 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.
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The SVB Fallout—from the Fed to Geopolitics
The abrupt failure of Silicon Valley Bank (SVB) and the renewed pressure on Credit Suisse are the latest in a series of global shocks affecting the capital markets.
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EU power market reform: the devil is in the detail
After an energy crisis which threatened to push millions of households into poverty last year, EU leaders now intend to reform the way power markets operate, writes Marija Simpraga, Infrastructure Research Manager at LGIM Real Assets.
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The Breadth of Benefits in Global High Yield
The fifth post in a series on European high yield explores the benefits of a global high yield strategy.
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Fusion Ignition and its Impact Implications
Given the discernible, positive impact of existing decarbonization technologies, the importance of investments in nuclear fusion will only grow with time.
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The Surprising Lack of ESG in ESG-Labeled Real Estate Bonds
Our analysis of “requalified” bonds and REIT issuances, with proceeds allocated to purchasing green buildings, suggests they don’t provide the positive impact ESG investors are seeking.
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Green Bank Bonds: Abuse of Proceeds?
We see three reasons why investors should treat Green, Social, and Sustainability (GSS) bonds’ claims to ESG eligibility with skepticism.
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A Fresh Approach to Analyzing Bank Capital Bonds
2022’s volatility taught investors that, to certain bank issuers and regulators, the economics of voluntary bond redemptions outweigh the reputational cost of not calling bank capital securities.
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Beyond the Muni Bond Bounce
Early 2023 has brought a more favorable backdrop for municipal bonds, prompting investors to consider whether the market rally is sustainable or just a bear market bounce.