Articles
12 November 2020
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 signi
Articles
5 November 2020
Investment Perspectives: The economics of malls – myths and misconceptions
Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a
Articles
5 October 2020
Investment Perspectives: Real estate and COVID-19: an update
In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19
Articles
8 September 2020
Investment Perspectives: COVID economic indicators - side effects or sectoral balance
We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
Articles
7 August 2020
Investment Perspectives: Thinking about liquidity
Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term s
Articles
7 July 2020
Investment Perspectives: 10 interesting charts right now - COVID-19 edition
Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.
Articles
8 June 2020
Investment Perspectives: Real estate and COVID-19 - the story so far
In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a si
Articles
1 May 2020
Investment Perspectives: Explaining the April US equity bounce
In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to O
Articles
6 April 2020
Investment Perspectives: Managing risk in the face of the coronavirus
What a difference a month makes.
