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27 oktober 2023

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

Hans Nordby

Head of Research & Analytics, Real Estate (US), Lionstone Investments

Rising incomes: what are the outcomes for global residential rents?

We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Watch time - 6 min
13 september 2021

On RI investing the US is once again the land of opportunity

While one in every three dollars in the US is managed following sustainable investment strategies, and the nation is the world’s largest country issuer of green bonds, there remain significant opportunities for growth. Early signs indicate the Biden administration could provide a ‘turbo boost’.
Read time - 5 min
12 maart 2021

Colin Moore

Global Chief Investment Officer

Relationships are not easy: US equities versus Treasuries

As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Read time - 5 min