Asset Allocation Chart Book
We think the rally in risky assets is on borrowed time
The broad-based rally in “risky” assets that got underway in Q4 of last year has continued in 2023 so far, with global equities, developed market (DM) REITs, corporate bonds and industrial metals all...
· 12 mins read
US Commercial Property Outlook
Price correction to prove relatively small this time around
Higher interest rates mean that real estate looks significantly overpriced in all sectors. The latest activity and performance data suggest that a correction is underway, but as we now think the 10...
· 25 mins read