Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we now expect further 25bp hikes in...

Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...

Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...

The Romanian economy has been growing fast, but at a price of a massive twin deficit and high reliance on external funding.

A rise in government bond yields – still only just returning to around pre pandemic lows – is not by itself a cause for concern. Rather, it’s the...