Standpunkte

U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.

While IG credit overall looks compelling today, we believe there are four distinct areas of inefficiencies in credit markets that present an opportunity to generate alpha.

The U.S. real estate market held steady in the first quarter as solid underlying fundamentals provide a foothold for rising tariff headwinds.

In this Q&A, Orhan Sarayli explains that although infrastructure debt is not immune to the current market volatility, the powerful tailwinds driving demand are stronger than any economic or political cycle.

A core asset class for insurance balance sheets throughout the economic cycle.

The EM debt universe—larger, more diverse, and of higher-quality than generally perceived—offers compelling opportunities today. But given the uncertainties ahead, there are potential benefits to taking a blended approach.

From changing interest rate expectations to potential political resolutions, there are reasons to believe that European smaller companies may be at a turning point.

In an environment characterized by change, our real estate debt and equity experts weigh in on the challenges and opportunities investors are likely to encounter across the global real estate markets in the year ahead.

Auf Europas Immobilienmarkt wird ein neuer Zyklus eingeläutet. Das Umfeld birgt zwar Risiken, dennoch stellt Real Estate Debt aus drei wichtigen Gründen eine attraktive Investmentchance dar—dabei ist in allen Sektoren ein selektiver Ansatz gefragt.