11/07/2024 Real & Alternative Assets Diversify with real and alternative assets It's time to enhance the asset allocation with commodities and real and alternative assets amid high uncertainty about growth and inflation.
2/12/2022 Emerging Markets China housing policy: better late than never The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
23/08/2021 Real & Alternative Assets European commercial real estate: play the re-opening with qu... The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...
17/06/2020 Real & Alternative Assets Covid-19: short-term pain, long-term opportunities for Europ... The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the...
14/12/2018 Portfolio Allocation European asset -and mortgage- backed securities ten years on How do the European asset- and mortgage-backed securities fare today a decade after the financial crisis they have been incriminated in?