All Blog articles – Page 2
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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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.
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Blog
Fed Reignites the Search for Yield
Bolstered by broadening expectations for moderation in growth and inflation data, the Fed’s February meeting reignited the market’s search for yield and fueled the rally in risk assets.
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Blog
ECB in Pole Position to Over-Tighten in 2023
One narrative of 2022 was that central banks, including the ECB, were “behind the curve,” in their inflation fight. If this was right, financial conditions would need to tighten notably in 2023.
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Blog
Opportunities That Lie Beyond The Low-Default Era
The broad effects from the collective reduction in central bank liquidity will mark the end of the low-default era and the revival of a multi-year cycle.
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Blog
Yield is Destiny; Bonds are Back
Bond investors shouldn’t lose sight of the fact 2022’s historic increase in bond yields could lead to bond returns in the next decade that are two to three times higher than the prior decade.
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Blog
Credit Selection Supports the Allure of European Loans
The fourth post in a series on European high yield culminates with our views on how the asset class may perform under certain scenarios.
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Blog
European High Yield—Planning for Yields to Peak Soon
In the first of a series of European high yield posts, we assess the sector’s compelling characteristics and compare them to our expectations for monetary policy and inflation.
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