Insights
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...
July, 2022
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...
July, 2022
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...
July, 2022
How far has the industry come with it’s focus on ESG & Sustainability?
George Latham, Managing Partner at WHEB Asset Management is responsible for the management of WHEB’s Listed Equity business and the...
June, 2022
Which AREIT sub-sector to be in with rising rates
AREITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With...
June, 2022