CIO Insights

Some managers in our asset class boast about the size and return profile of individual loan assets as part of their collective whole.

Sept 2023 – This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.

Across our working lives there are competing demands on our usually limited resources. Costs of living, mortgages, raising families and providing education, or perhaps wider demands such as caring for others.

Throughout the past two years, central bankers and politicians the world over have been reaching deep into their kit-bags to produce metaphors which describe their hopes for their respective economies.