Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?