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27 October 2023
Alternatives
Alternatives
Head of Research, Europe, Real Estate (EMEA)
Head of Research & Analytics, Real Estate (US), Lionstone Investments
Rising incomes: what are the outcomes for global residential rents?
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
23 September 2021
Fixed income
Credit Threads #2: Consumer balance sheets
Credit Threads #2: Consumer balance sheets
In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.
Listen time - 24 min
12 March 2021
Equity
Markets
Global Chief Investment Officer
Relationships are not easy: US equities versus Treasuries
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