Rates and REITs

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The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit

Global bond markets are starting to diverge again. After years of moving in near lockstep, correlations are breaking down as political and fiscal paths split across regions. The balance for investors is pursuing income, diversification, and flexibility without making an all-or-no ... Show more

. 23min 7sec

Real Estate's Reset: Where Almanac Sees Stress and Opportunity

Real estate has gone through a painful reset—higher rates, lower values, and slower deal activity have pressured fundraising, distributions, and exit timelines. But for investors who provide flexible, platform-level capital, dislocation can create attractive entry points. Meanwhi ... Show more

. 27min 41sec

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