Investment Strategy Insights

The latest research & strategic thinking from Tristan Capital Partners

From Simon Martin, Chief Investment Strategist & Head of Research

Great chart ...

Fed put has been extremely effect in an era where inflation volatility has been low and falling - the key question is will it be as effective in a world where inflation vol is a risk and rising ... and by the same token ... do UST hedge the risk for you ... ???

Power & Datacentres ...

A piece of the CRE market where direct access to energy is arguably now more important than direct access to the end-user (ie people) ...