While the imposition of tariffs can swiftly send markets falling, policy announcements can fast reverse the effects. However, when dealing with the climate crisis, a tweet will not suffice. The narrative on climate related risks needs to drastically change, and should be adequately accounted for by investors, economists, policymakers and regulators.

April 11, 2025: Recent market developments have added selling pressure to credit markets and brought renewed attention to the behaviour of European, US and emerging market government bonds, as well as overall liquidity conditions. Changes in investor sentiment, driven by global trade uncertainty, geopolitical tensions, rate volatility, and safe-haven dynamics, have influenced fixed income markets. Our experts have compiled a breakdown of current trends in corporate bonds, European, US and emerging market rates, investor reactions, and broader liquidity considerations.

After an inflation crisis in 2022 that saw borrowing costs surge, we are once again witnessing tumultuous times. In contrast to the previous stock market correction, European real estate equities have outperformed European general equities. Rents are indeed not directly impacted by tariffs, but are there other reasons why listed property should hold up well from a fundamental point of view? Here are the nine main reasons why we believe so.