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Adrian Benedict
Blog 2 min read

Tenant resilience is key as rental recovery rates fall

Real estate investors are fast having to learn that sustainability of cashflow is perhaps just as important, if not more so, than location.

Adrian Benedict + 2 others | 9 April 2020

Amit Lodha
Blog 3 min read

Analysing the shift from bad to less bad

The stimulus to fight the economic shutdown in the wake of the coronavirus is second only to the Marshall Plan following the Second World War.

Amit Lodha | 26 March 2020

Anna Stupnytska
Blog 1 min read

Fed unleashes unprecedented QE, but unclear if Congress will act soon enough

The Fed has launched QE infinity, committing to unlimited purchases of government bonds and mortgage backed securities.

Anna Stupnytska | 23 March 2020

Christian Von Engelbrechten
Blog 2 min read

Merkel’s decision to step down as CDU leader could be positive for Germany

Market impact should be small and positive. For investors, there's no reason to be nervous. Recent volatility will bring opportunities.

Christian Von Engelbrechten | 30 October 2018

George Efstathopoulos
Blog 3 min read

Trade wars revisited: US politics and impact on China

The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China.

George Efstathopoulos | 15 October 2018

Jeremy Podger
Blog 2 min read

As market sells off, stay vigilant but calm

In light of the recent sell-off, it is important to watch the current apparent risks closely while focusing on stock selection rather than macro forecasting.

Jeremy Podger | 12 October 2018

Hyun Ho Sohn
Blog 1 min read

Tech stocks sell off, but fundamentals remain intact

Tech stocks fared badly in the recent sell off, but fundamentals remain intact.

Hyun Ho Sohn | 11 October 2018

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