Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
European political landscape: Greater fragmentation and polaristaion leads to higher uncertainty.
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Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?