Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
Should investors fear an erosion of the illiquidity premium?
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Has a turbulent first half created opportunities in the European high yield (HY) market?
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.
Our newsletter provides the latest news and views impacting public funds.