Talking heads – Sheltering from volatility with real estate debt

Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. Their topics include fundamental characteristics of real estate debt such as its role as an inflation hedge – through the floating rate coupons on the debt – and the predictability of cash flows resulting from the structure of leases.

S&P500 risk premium: already at its lowest level since 2007