1 September 2021 6 min read
Investment Perspectives: Thinking about office
Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD.
10 July 2021 7 min read
Investment Perspectives: 10 charts we’re thinking about right now
The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.
4 June 2021 5 min read
Investment Perspectives: Checking in on Kalecki
First quarter earnings are in, and profits are booming.
6 May 2021 6 min read
Investment Perspectives: ESG and listed real estate
Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike.
6 April 2021 7 min read
Investment Perspectives: Six reasons to not worry about inflation
It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?
3 March 2021 4 min read
Investment Perspectives: Updating the ‘total return quilt’
The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.
4 February 2021 7 min read
Investment Perspectives: Let’s get fiscal
The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil.
9 December 2020 5 min read
Investment Perspectives: Revisiting REITs and interest rates
With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
12 November 2020 4 min read
Investor update: What the US election and a COVID vaccine means for real estate
Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across gl