新闻中心/瑞联卓见

自2022年欧洲超低利率环境结束以来，房地产行业经历了显著的重新定价。收益率大幅上升，而交易量和资产价值则出现下滑。

人工智能热潮已将全球五大超大规模云服务商（微软、亚马逊、Alphabet、Meta和甲骨文）推入了一个新的融资时代。 预计到2026年，这些企业的资本支出将超过经营现金流，到2030年投资总额预计将达到5.6万亿美元，这引发了一个根本性问题：这场史无前例的扩张将如何获得资金支持。

美国总统特朗普的支持率是二战后美国历史上在任总统中最低的之一，这意味着美国众议院由民主党掌控的可能性为80%，而美国参议院由民主党掌控的可能性则为五五开。

The closure of the Strait of Hormuz has been the GCC’s biggest geopolitical shock in decades – but not a credit crisis.

Back in January, the dominant narrative in private credit was that negative headlines pointed to isolated events and a normalisation of flows, not systemic credit stress. Today, the picture is evolving.

The capture of Nicolás Maduro in a US-led operation has seized global attention. Washington has signalled its intention to oversee a transitional phase towards a new governing framework, while hinting at potential involvement by US energy companies in rebuilding Venezuela’s oil infrastructure. Beyond the headlines, what could this mean for the energy, oil and other resources markets, Venezuela’s sovereign debt, and geopolitics more broadly? Our experts delve into the implications.

Markets have steadied after the appointment of the Lecornu II administration, yet lingering political and fiscal vulnerabilities persist.

Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, reflecting India’s strong long-term potential.

An executive order is opening the door for private assets to access US defined-contribution pension schemes.

Israel’s ‘pre-emptive’ strikes against Iran on 13 June represent a meaningful escalation in what had been Israel’s ongoing battle against primarily Iranian proxies. The conflict has now shifted towards a direct confrontation between the two regional powers in the Middle East.

The US dollar has declined by more than 10% since President Trump took office, driven by policy uncertainty, lower growth expectations, and rising inflation concerns.