Opinion

Valuation and uncertainty struggle

Friday Briefing

'Tomorrow’s winners'

Internal surveillance tools

What a difference a year makes. A year ago, we were bracing for the most anticipated recession in history with the 10-year US Treasury yield threatening to push below 3%. Flash forward a year later, the US 10-year yield briefly hit a multi-decade high...

Solution arguably already exisits

Notes from recent investment trip

Portfolio picks

Client demand into region rising

Excuse the subject line but I’ve not been able to get it out of my head since reading News Editor Valeria Martinez’s fascinating conversation with AEW Europe CEO Rob Wilkinson, whose firm took on management of Home REIT at the top of last summer.