12/05/2026 Real & Alternative Assets Private assets: a new return architecture Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.
18/03/2026 Real & Alternative Assets 10 themes for private assets in 2026 Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.
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...