As inflation has re-emerged, interest rates have risen and asset prices have levelled off and even declined, a withdrawal of capital from commercial real estate lending markets is creating a new opportunity to be greedy when others are fearful.

Pete Robinson | 0.50 CE

Investors may be facing a regime shift in markets that changes the traditional relationship between growth and defensive allocations. In a low conviction world, an allocation to a blend of public and private credit makes sense.

Pete Robinson | 0.50 CE

Rather than accepting lower returns for liquidity, investors should go back to the drawing board and re-assess their need for daily liquidity.

Pete Robinson | 0.50 CE