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27 October 2023

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

Hans Nordby

Head of Research & Analytics, Real Estate (US), Lionstone Investments

Rising incomes: what are the outcomes for global residential rents?

We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Watch time - 6 min
3 August 2021

Credit Threads #1: Financial conditions

In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
Listen time - 30 min
12 March 2021

Colin Moore

Global Chief Investment Officer

Relationships are not easy: US equities versus Treasuries

As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Read time - 5 min