Investment Management

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.

Major investments in London office space by ultra-high net worth individuals from Asia, record residential rent levels and big investment into prime City office space are among the most compelling stories from across the sector chosen by the BRE team in this month’s real estate news roundup. We’ve placed the articles in two categories to explore the latest market movement and themes of interest, as well as the most notable transactions.

“Lofty words cannot construct an alliance or maintain it; only concrete deeds can” – John F. Kennedy