October 2024
Since the pandemic, there’s been a recognition that employers need to provide more to their workers to draw them back to the office. This shift in what makes an attractive office building - and where it’s expected to be - can be pivotal for investors planning a long-term strategy.
A dip in U.S. growth will have an impact on Asia's own rates of expansion, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
We’re seeing a rotation, not a sell-off.
September 2024
Analyzing the potential long-term economic boost from AI
The equity-bond correlation has turned negative. But it’s the context that matters.
Portfolio Managers Sri Tella and Lee Ormiston discuss the back-to-back rate cuts from the Bank of Canada and how cooling inflation is affecting bond markets.
August 2024
Opportunistic credit, like other alternative investments, offers the chance to pursue potentially higher long-term returns and greater diversification than may be available through traditional investment products.
July 2024
Signs are emerging that European real estate may have reached a bottom and is about to embark on a period of growth. But the next cycle is likely to be very different. Here’s why.
Risk looks attractive as economies across the globe remain strong. Some regions are starting to tread separate paths, uncovering idiosyncratic opportunities.
Mumbai has overtaken Hong Kong as the centre for IPOs in Asia. And while India’s listing boom appears frothy, we still think there are smart investments to be made.
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