Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
600 Views
Continuing Positive Outlook for Last Mile Industrial Real Estate Supports New Financings Globally
We published a series of Insights explaining our positive outlook for the industrial segment of the global Real Estate sector. Currently,...
697 Views
Ascendas Reit's U.K. Deal Juxtaposes Regional Markets for Last Mile Industrial Real Estate
Ascendas Real Estate Investment Trust (AREIT SP) announced that it will acquire a portfolio of 12 logistics properties in the United Kingdom...
869 Views
The Global Plays on Growing Demand for Last Mile Industrial Real Estate
This report is an introduction to 28 publicly traded industrial real estate companies from around the world. In two reports, Still “Early Days”...
856 Views
Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
364 Views