All Blog articles – Page 3
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Blog
European High Yield in the Era of Inflation
In our third post on the opportunities in European high yield, we place this year’s jump in yields in the context of our expectations for inflation to peak soon and decline thereafter.
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Blog
Benign Defaults to Buoy European High Yield
The second post in a series on European high yield demonstrates that default concerns and forecasts require context regarding the macro backdrop and how these projections are constructed.
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Blog
The Extending Chain Reaction of Dollar Dominance
Strength in the U.S. dollar historically leads to anticipation about its effects on commodity prices and the prospects for the emerging markets. However, as monetary policy rates diverge and Europe’s energy crisis intensifies, the dollar’s significant appreciation against the Japanese yen and the euro points to an extending chain reaction.
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Blog
Dispatches from Cairo: Bitter Medicine for Stronger Growth
”It is a medicine with a very bitter taste, but it will make us stronger.” – Taxi driver commenting on the Egyptian government’s policies.
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Blog
EDITORIAL | Smartening up cities
Cities are people magnets! And – given ongoing urbanisation – evidence shows their power to attract is ever increasing. Some 56% of the worldʼs 7.9 billion people already live in cities, and the number of urban dwellers will swell dramatically in the coming decades.
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Blog
“Friend-shoring:” Does Regional Retrenchment Herald Lower EM Growth?
Just as the world economy was recovering from COVID-19, 2022 brought fresh challenges. Russia’s invasion of Ukraine, higher energy prices, food shortages and protectionist tensions all weigh on emerging-market (EM) growth. As a result, the IMF lowered its EM growth outlook for 2022 from +4.8% in January to +3.8% in April.
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Blog
Ukraine conflict: a turning point for energy security?
In our recent post on the effects of the Ukraine conflict on real assets, we touched on the potential long-term implications for European clean-energy markets. In this blog, we look at how European policymakers are not only aiming to achieve their climate objectives but also support energy security.
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Blog
Ukraine conflict: UK real estate impacts
In our latest blog on the conflict in Ukraine, we examine the immediate effect on the UK institutional real estate market and make some tentative observations on potential long-term implications for real assets.
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Blog
Hotels in Asia-Pacific: Investors Seek Bargains Even as Borders Stay Closed
While recovery of the hospitality sector in Asia-Pacic remains muted, fund managers with the capacity and resources for patience are betting big on a rebound
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