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News and insights


Trump year two: ten issues to watch

- 28 NOV 2017

From late night tweets to tough talk on trade, Donald Trump’s first year in office has been far from dull. We explore some key developments investors should look out for over the next 12 months.

Economic research Americas Multi-asset


Commercial real estate finance: opportunities for insurers

Iain Forrester - 21 NOV 2017

Insurers seeking capital efficient returns are looking closely at private assets, lured by attractive yields with underlying security and strong borrower protections. Real estate finance may fit the bill, and benefits from advantageous capital treatment under Solvency II.

Global investment solutions


Bedroom economics: the impact of demographics on residential real estate

Monika Sujkowska - 15 NOV 2017

Changes in the age profile of populations will have a significant impact on demand for real estate; influencing the type, functionality and locations that are likely to be popular writes Monika Sujkowska.

Global Real estate


Brexit: the investment implications of no deal

- 14 NOV 2017

The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets.

Economic research Global investment solutions Multi-strategy


Credit correlation: end of an era?

- 14 NOV 2017

Structural changes in the credit markets could bring to an end a prolonged period of strong correlations. What are the implications for fixed-income investors?

Global Fixed income


Equities correlation collapse brings opportunities

- 09 NOV 2017

Correlations in equity markets have fallen dramatically since the beginning of 2017. We look at the drivers of this trend and the implications for investors.

Global Equities


Q3 2017: quarterly update on drivers in alternative income

- 01 NOV 2017

Our specialists assess whether it might be better to access real estate markets via debt rather than equity at this point of the cycle, and the premia available from private assets.

Global investment solutions Income