Results

Korea’s Long-Awaited “Value-Up” Reforms

Mathieu Bortot, Portfolio Manager, examines whether the “Korean Discount” phenomenon of low company valuations and poor corporate governance can be overcome by newly imposed reforms in the country.

Making Space: The Case for Institutional Investment in Residential Land Planning

The UK Government has positioned housing development as a cornerstone of its economic growth strategy. Recognising that effective spatial planning is essential to unlocking new housing supply, it has taken decisive steps to implement policies that actively promote construction.

Private Real Estate Debt: A Complement to Traditional Fixed Income

This paper explores how private real estate debt may act as an attractive complement to traditional allocations, emphasizing its differentiated characteristics, including shorter duration and asset-backed exposure. It also outlines how these features may support diversification and income generation across varying market conditions.

Canadian Real Estate Market Update – Q2 2026

In our latest market commentary, Michael Le Coche, Vice President, Research and Predictive Analytics, examines the latest economic trends and their implications for Canada's major real estate sectors.

Sustainable Strategies for Climate Resilience

In her engaging discussion with ESG Clarity, Stéphanie Lachance, Partner & Head of Sustainable Investment at Fiera Comox, delves into the imperative need for evolving farming practices amidst climate change and population growth.

Sunil Reddy

Sunil brings more than 30 years of diverse investment management experience. His background includes stints in portfolio management, equity analysis and in corporate debt underwriting, trading and syndication roles. Sunil joined Apex from Fifth Third where he co-managed the Fifth Third Quality Growth fund and was the sole manager for the Fifth Third Technology fund. […]

Q1 2023 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
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