Listed Infrastructure & COVID-19
Some sectors heavily impacted, but long-term defensive story intact.
Some sectors heavily impacted, but long-term defensive story intact.
REIT Balance Sheets Positioned Better than Credit and Equity Markets’ Perception.
Issuer Fundamentals Generally Solid; Spreads Are Pricing in Extreme Risks
What’s different from the global financial crisis?
Investment implications from an income point of view.
An Emerging Markets update.
Crude prices tumbled as a supply shock hit an oil market already pressured by COVID-19.
Policymakers are racing to try to blunt the coming economic shock.
Navigating volatility in the shadow of Coronavirus.
What Is the Endgame?