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
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.