The Year Ahead: Convergence, Carry and Chance (PGIM)
The global economy is being transformed by a constellation of forces, including demographic shifts, policy changes…
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10 Themes for Private Assets in 2026 (Amundi)
Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt…
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U.S. Core Real Estate ‘Historically’ Attractive (Natixis IM)
According to Sara Cassidy, Head of Portfolio Management for AEW’s North American Business, it is potentially the…
Consensus Indicators Signal a K-Shaped Recovery in Both Europe and the U.S. (Principal Asset Management)
InREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published their…
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The long view: AI and the new face of geopolitical relations
Two big themes have been shaping markets and economies...