Nicholas Yaxley (Managing Director, BondAdviser) and Andrew Schwartz (Group Managing Director, Qualitas) discuss the commercial real estate loan market. Subscribers can click here for our full report, where we take a deep dive into the commercial real estate loan market, analysing the investment opportunity presenting itself for the mid-to-long term.
The mixed picture for the economy is wreaking havoc on a bond market already sending strange signals. The spike in yields post-Jackson Hole speech has subsided. John Likos from BondAdviser says it's all a proxy for the market's views on economic growth. John says the action is a sign that markets may be tired of the long-cheered "reflation trade". If [...]
John Likos (BondAdviser) - 2 December 2020
John Likos (BondAdviser) - 8 April 2020