Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
Valuations
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We see the current conjuncture as representing a sweet spot for emerging market assets as disinflation is secure, activity is...
Research Briefing
US equities dipped into correction territory last week and we see the risk of more downside in the near term, as valuations remain expensive...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
