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South Korea: Park strife

Ed Wiltshire - 20 MAR 2018

The ousting of South Korean president Park Guen-hye from office should accelerate corporate governance reforms in the country, says Ed Wiltshire.

Equities Emerging markets


Real estate: beating the benchmark blues

- 22 MAR 2017

During a sustained period of strong performance for real estate assets, an investment strategy based on mimicking the benchmark paid off handsomely. But as we move into an altogether more challenging period, this approach will no longer reap the same rewards, argues Chris Urwin.

Real estate UK


Political risk: Europe holds its breath as elections get underway

- 21 MAR 2017

With a rising tide of populism sweeping across Europe amid a string of crucial elections, bond markets once again appear to be questioning the European Central Bank’s ability to defend its currency.

Europe Economic research Fixed income


Spheres of influence: The return of history?

- 12 MAR 2017

As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.



UK industrial property: a safe haven?

Tom Goodwin - 10 MAR 2017

The industrial sector makes up a relatively small, but growing, part of the UK’s commercial property market. Investors are increasingly focused on efficient supply chains and the requirements of online retailing, writes Tom Goodwin.

Real estate UK


'Brexit Budget' points to challenges ahead

Stewart Robertson - 09 MAR 2017

Philip Hammond’s first Budget as chancellor shows the government is still struggling to rein in the deficit despite an improved near-term economic outlook, says Stewart Robertson.

Economic research Brexit UK


US high yield: the ‘Trump effect’ boosts issuance as rate hikes loom

Kevin Mathews - 09 MAR 2017

Issuance of US high-yield debt is growing despite the prospect of further interest rate hikes in 2017. But an improving economic outlook should offset fears around refinancing risk, says Kevin Mathews.

Americas Fixed income