Latest commercial borrowers thinking
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Modern Monetary Theory: Could it go mainstream?
12 Jun 2019
An obscure and heterodox branch of economic theory is quickly gaining support from prominent politicians in the US and beyond, which could have big implications for policymaking, argues David Nowakowski.
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ESG gets physical: The role of real assets in creating a sustainable future
4 Jun 2019
Physical assets, particularly infrastructure and real estate, have a critical role to play in facilitating the transition towards a more sustainable economy and a greener world. As ultimate asset owners, investors are deeply engaged in the issues, and incorporating environmental, social and governance (ESG) considerations is a fundamental part of an asset manager’s duty to their clients.
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China property: Building concerns
31 May 2019
China’s property market is a microcosm of China’s debt problem, with mega developers potentially becoming ‘too big to fail’. While returns have been strong and selective opportunities can still be found, investor caution is deepening as the authorities tackle systemic weakness.
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Self-sufficiency for pension schemes: Keep on running?
28 May 2019
Boris Mikhailov and Matthew Graham look at the benefits and risks for pension schemes targeting self-sufficiency.
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The future of insurance
17 May 2019
The insurance industry has evolved rapidly since the financial crisis. The next decade is shaping up to be every bit as transformative as firms grapple with a host of factors, most notably the unfolding regulatory framework, digital disruption and climate change.
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China’s tech future: Pirate or innovator?
15 May 2019
Western governments and companies routinely complain about the practice of ‘forced technology transfer’ in China, but are these grumbles justified? And beyond the trade war, what does the future hold for Chinese tech innovation?
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London Calling? The outlook for retail property in London
7 May 2019
In this piece Jonathan Bayfield outlines why we are positive on the outlook for London retail and how we can identify the London sub-markets with the best medium-term investment prospects.
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Quarterly update on drivers in illiquid assets - Q1 2019
25 Apr 2019
In our regular update on real assets we assess real estate positioning in the late stages of the cycle, check interest in real assets in a period of Brexit-related uncertainty and illustrate the spreads achievable across private assets of varying credit quality.
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China’s precarious balancing act
24 Apr 2019
China is stepping up efforts to stabilise growth after it sagged last year to a three-decade low. But by piling more debt on an already highly leveraged economy, Beijing looks to be storing up problems for the future.
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The future of transport: Mapping the way ahead
29 Mar 2019
New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.
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'Mastering the real estate cycle'
8 Mar 2019
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
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Dream or dystopia: The future of cities
28 Feb 2019
Cities will face severe challenges over the coming decades, including digital disruption, population management and climate change. How they adapt to these pressures will determine the winning – and losing – cities of the future.
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