Intellectual Capital

Over the last month we have seen more evidence of a shift towards prime central London office space, with some of the biggest leasing deals of the year taking place. In particular, it has been a busy month for office lettings, with several large institutions taking leases on new premium office space in London. 

This article explores the latest market movements and themes of interest, as well as the most notable transactions taking place in the UK Real Estate market.

In this market update, we discuss more changing interest rate expectations and an equity market correction.

In this market update, we discuss the strength of the equity rally this year, the end of ultra-easy monetary exceptionalism in Japan, and the investment case for gold.

This month, we discuss a dramatic AI-driven market surge and the path ahead.

This month, we discuss a renewed – but narrow – equity rally, credit spread tightening, and Japanese opportunities.

This month we discuss a strong rally across fixed income and equity markets as peak-rate optimism turned the page on two months of market retreats.

This month we discuss the rocky ride for equity markets as interest rates storm higher, the case for duration over credit, and the risk that war engulfs the Middle East and pushes up commodity prices.