New UK Direct Property and Property Other sectors out 1 September
We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
European leveraged loans attractive
Demand for commercial property remains 'firm'
Fund buyers have said they are increasingly turning towards more specialist funds as they seek alternative sources of yield and/or uncorrelated returns in anticipation of more rocky markets in 2018.
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.