3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a source of systemic risk Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
17/02/2022 Real & Alternative Assets Crypto-currencies: a bubble or the emergence of a new paradigm in decentralised finance? The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation...
6/09/2021 Real & Alternative Assets Real assets favoured in a post-Covid-19 world, but higher fragmentation requires scrutiny While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations. The crisis has paved...
23/08/2021 Real & Alternative Assets European commercial real estate: play the re-opening with quality assets The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...
6/04/2021 Real & Alternative Assets Allocating to real and alternative assets: a framework for institutional investors Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure...
25/02/2021 Real & Alternative Assets Investing in post-Covid-19 European private debt markets: focus on selection Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009...
17/06/2020 Real & Alternative Assets Covid-19: short-term pain, long-term opportunities for European commercial real estate 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...