Volatilität navigieren. Chancen erschließen. Aktive Anlagen in Rentenfonds.

Treasury buybacks have the potential to be a net positive for equities and ease financial conditions that are broadly supportive of financial assets. We discuss how this policy action impacts our asset allocations.

With carry still attractive but valuations tight, we highlight where active management may uncover opportunities across duration, emerging markets debt, corporate credit and securitized assets. Watch this video to find out more.

Elevated market volatility and a resilient economy favor net lease investments that are characterized by durable, long-term cashflows with fixed escalations in sectors and assets that are supported by long-term structural demand drivers. However, given heightened credit risk with some tenants who may struggle to absorb higher input costs it is critical that investors truly understand the residual value of the underlying real estate in addition to the credit of the tenant in assessing the attractiveness of a net lease investment.