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
5 November 2020 8 min read
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 trap.
5 October 2020 3 min read
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
8 September 2020 4 min read
Investment Perspectives: COVID economic indicators - side effects or sectoral balances?
We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
7 August 2020 6 min read
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 stock market returns, garnered the most a
7 July 2020 7 min read
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.
8 June 2020 7 min read
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 significant opportunity.