- 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.
- Blog
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.
- Blog
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.
- Blog
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.
- 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.
- 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?
- 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.
- 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.