Private Equity, crédit privé, immobilier, infrastructures, solutions multi-asset et hedge funds
Une large gamme de stratégies actions possédant une présence mondiale et une expertise locale
Des offres obligataires actives qui investissent sur les marchés obligataires mondiaux
Des investissements sur les marchés mondiaux de la liquidité pour satisfaire les besoins des clients en matière de revenu, de liquidité et de préservation du capital
Des stratégies personnalisées qui offrent aux clients un meilleur contrôle sur leurs investissements et leur fiscalité
Une gamme complète de stratégies d'investissement couvrant les marchés cotés et privés mondiaux
Un fournisseur de premier plan dans les marchés privés et les alternatives liquides
Analyses mises en avant
"Over the last couple of years, as a result of higher rents and labor costs, tenants have consolidated their requirements, especially in the expensive coastal markets. As a result, market rents have declined by nearly 7% nationally from peak levels, and by over 40% in the Inland Empire.1 At the same time, construction costs have increased (hard costs, labor, financing).The confluence of lower rents and higher construction costs (together with wider yields) have led to a pullback in new supply."
For decades the U.S. was the architect and anchor of a rules-based global system. But as Washington’s economic engagement with the world becomes driven more by national priorities rather than institutional commitments, the rest of the world is quietly building buffers and hedging U.S. dependency. As Jitania Kandhari and Saumya Jain explain, this is not the end of globalization, but the gradual de-Americanization of it.
An oil-driven shock is rippling through markets, so is it time to add or reduce risk? We break down the key signals—correlation, liquidity and contagion—to determine whether this inflation shock turns into a growth scare and how to invest accordingly.