Market weekly – Private debt and real assets: a resilient asset class across cycles (podcast)
Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower...
Weekly investment update – 8 July 2020
New outbreaks of coronavirus, taking the global case count to close to 12 million, are clouding investor hopes for a...
The inflation genie – Understanding the drivers for the medium term
The COVID-19 pandemic has revived a familiar conversation about the inflation genie escaping the bottle. The speculation is similar to...