EURUSD should be rangebound
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.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable