Insights
What to expect from AREITs this reporting season
We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been...
Is air conditioning a solution to heat waves?
Originally from Hong Kong, I am used to hot summers consistently above 30°C but I have never known a day...
How Will the Secondary Market React to Persistent Volatility?
Select risks include risks related to the lack of a liquid, transparent market for secondary investments, performance risk, and risks related...
Valuations rebased across most asset classes – opportunities starting to present with quality expected to shine going forward
We have discussed for some time now the 40 year deflationary rate cycle that began in 1981 after the US...
Which REITs will shine even when growth slows?
The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued...
Lower income households disproportionately affected by food insecurity
Consumers around the world are under pressure from rising inflation which erodes the value of real wages and savings. But...