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Frasers Centrepoint Trust
Management’s track record of portfolio rejuvenation remains best-in-class with a stellardivestment record at exit cap rates of 4.3% and below, while upcycling proceeds into higher yielding
海外研报
2024年07月30日
How to Navigate Summer Volatility?
The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
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2024年08月10日
Key learnings from earnings season that support The Future of Utilities Capex
With second quarter earnings season now behind us, we reflect on key learningsthat support The Future of Utilities Capex, our constructive view on Utilities, and our
海外研报
2024年08月14日
Global Rates ldeas
Reiterate UST 5Y-2Y flattenerPage 3A rapid repricing of Fed easing expectations has resulted in substantial steepeningbeing priced into the Treasury curve; we think this presents a near-term opportunityto further harvest carry and reiterate our tactical
海外研报
2024年08月22日
Global Rates & FX Watch Estimating August FX rebalancing needs
Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .
海外研报
2024年08月29日
CEO Letter Highlights 2024 Challenges & 2025 Operating Priorities
Overnight, SNAP’s CEO Evan Spiegel released an internal letter toemployees (entitled “13 Years at Snap Inc.”) that highlights a few key
海外研报
2024年09月05日
