Insurers’ portfolios: re-load the income engine, go beyond the traditional investment universe

Insurers’ portfolios: re-load the income engine, go beyond the traditional investment universe

🕔16:37, 10.Jun 2021

US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields have followed this movement in a limited way, as Eurozone economies have been hit hard by the Covid-19

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Duration Hideouts Offer Opportunities as Bond Sell‑Off Continues

Duration Hideouts Offer Opportunities as Bond Sell‑Off Continues

🕔14:14, 10.Jun 2021

Five key themes for an uncertain period in fixed income markets. What’s next for fixed income markets? A sharp rise in government bond yields since late 2020 has left many investors questioning how much further this trend has to run, if

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The world needs a much higher carbon price

The world needs a much higher carbon price

🕔12:19, 10.Jun 2021

Carbon pricing has so far failed to take off. But it could soon become a pillar of the green economy. The transition from a fossil-fuelled economy to one powered by renewables carries the promise of being as transformational as the

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China in the global inflation scare

China in the global inflation scare

🕔10:03, 10.Jun 2021

Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push pressures, especially in Asia. There is also no sign of a global wage-price spiral. Nevertheless, we believe there are reasons

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US CRE Market Insights – June 2021

US CRE Market Insights – June 2021

🕔08:33, 10.Jun 2021

We believe the forces driving US commercial real estate investment performance are strengthening and supporting expectations for a solid if not impressive recovery from the Covid-19 recession. First quarter National Council of Real Estate Fiduciaries (NCREIF) results were notable with

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