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zLead Article

The Economist

The risk of rising CRE losses

The risk of rising CRE losses

Many, too many, have stood where I stand. Many more will stand here too. The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout of banking weakness, but the reality is the market has to cope with normalised interest rates and changed demand...

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LATEST ARTICLES

Technology

1-800-NO-YIELD

1-800-NO-YIELD

Near-zero yields are making it difficult for pensions and endowments to hit the targets they need to meet their future obligations. It’s pushing disciples of the classic...

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The Storyteller

The 222 to Tooting

The 222 to Tooting

So, just as one is beginning to adjust to the reality that there will be no Christmas trip home to Britain this year, no family gathering under the exuberantly giant tree culled...

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The Fund Manager

The K is not OK

The K is not OK

The consensus is that we are in a K-shaped recovery – that means winners and losers. We are not all in this together. The unique shape of the covid-19 crisis and accompanying...

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