While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today.
Episode...
Published 03/13/24
Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations.
Episode Segments:
02:20 - How the macro backdrop is shaping the outlook for fixed income
04:12 - Are markets too...
Published 02/28/24