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Real Estate Private Debt: Time to Act?

Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate
Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
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Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate

Real Estate Private Debt: Time to Act?

Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
Fixed Income, Monthly Coffee Break

Huge supply at the beginning of the year

After two months of heavy exuberance in November and December last year, January 2024 was marked by moderation. Returns across fixed-income asset classes were mostly muted as investors dialled back the prospect of rate cuts in Q1 while supply was huge at the beginning of the year.
Patrick Zeenni, Fixed Income, ESG, SRI, Credit

A sweet spot for euro investment grade investors

After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.
Fixed Income

Another upward move in US Treasury yields

Global equities fell for a third consecutive month in October and gold rallied against a backdrop of geopolitical risks, an under-pressure earnings season and a rising rates environment.

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