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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

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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

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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

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View from the floor: March 2017

- 20 MAR 2017

In the latest View from the Floor podcast, Chris Urwin, David Diemer, and Andrew Hook discuss the outlook for UK commercial property.

Brexit Real estate UK

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Challenging outlook for UK real estate

Tom Goodwin - 16 MAR 2017

The UK government’s negotiating stance on ‘Brexit’ has become clearer, which is good news for real estate investors. But value remains scarce across the market, says Tom Goodwin.

Real estate UK Brexit

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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

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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