In our latest active management analysis, we delve into the recent period of underwhelming performance delivered by some global value managers and seek to address…
Currency hedging has delivered greater returns in the past, but the market environment has shifted and we must now consider approaches to ensure returns are…
In this two-part series, we examine property fundamentals and macro factors influencing various geographies, along with key metrics that underpin supply and demand. Plus our…
We take a deep dive into the Australian renewables market, looking at current and historical issues, regulatory changes required, and opportunities for investors. We also provide a table of recent transactions.
The growth of intermittent generation, increasing grid stress and reductions in the cost of storage provides an attractive outlook for battery energy storage systems. We…
Multi-asset strategies have been a reliable component of liquid alternative portfolios for many years, delivering ‘true to label’ performance over a variety of market environments,…
Both real estate and infrastructure sectors have experienced one of the strongest fundraising years on record. We expect market volatility to slow current record-setting trends…