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Tariff turmoil, German rearmament: where will it all end?
1 day ago
Despite geopolitical uncertainty, we expect the global economy to remain resilient. Europe’s economy could beat expectations, and we are broadly positive on equities.
Tristan Fund and Edmond de Rothschild REIM acquire XXL logistics development in the multimodal pl...
1 day ago
EPISO 6, a fund managed by Tristan Capital Partners and joint venture partner Edmond de Rothschild REIM, have acquired a c.136,000 sqm logistics development in Delta 3 - Dourges (Lille area).
The month has come where tariffs are sure to dominate headlines for at least the first few weeks as so-called Liberation Day—April 2nd, 2025—is set to see the implementation of broad-based tariffs...
The White House is considering a new tariff plan. What does this mean for the markets? ‘Macro Mike’ LoGalbo breaks down the key points, including the potential for "reciprocal tariffs" and how the...
Investment Strategy Insights: The US Hands the Fiscal Baton to Germany and China
2 days ago
We expect to see a shift in the global fiscal mix but a continuation of higher growth, inflation, investment, and yields – still powered by fiscal policy.
While U.S. basketball fans have been in the midst of March Madness, there has been no shortage of activity in global markets. Uncertainty over the policies from the new U.S. Presidential administra...
In March, Japanese equities declined with the TOPIX and Nikkei 225 indices dropping by 0.9% and -4.1%, respectively. The decline was driven by concerns over U.S. President Trump’s tariff proposals,...
Navigating the Boom: Technological Advancements and Scaling AI
2 days ago
Artificial intelligence (AI) systems create and leverage vast amounts of data for practitioners, consumers, and investors. In our second installment of confronting GenAI’s most pressing questions,...
Playing defense: how increased military spending is spurring new global opportunities
2 days ago
Global defense spending has reached new heights, unlocking potential investment opportunities, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton.
Providing Liquidity and Enhancing Value: The Case for GP-Led Capital Solutions
2 days ago
We explore how GP capital solutions, a type of secondaries transaction, can provide needed liquidity to GPs and unique advantages to non-core real estate portfolios.
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