Phase II: The next chapter (KKR, May 2020)
Following a fairly rapid ‘recovery’ in the capital markets after the advent of the coronavirus, we are now entering the second chapter, which we are calling Phase II, of what we believe will be a…
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Robeco Graph of the Week (05 Jun 2020)
A weekly analysis of interesting graphs on financial and economic markets from Robeco.
Real Estate and Reflation: How rising deficits and partisan gridlock may work in real estate's favor (MetLife IM, 2018)
Accelerating economic growth and a small supply pipeline relative to history have left real estate fundamentals in a solid position, especially when compared to similar periods in past cycles. As a…
