Insights
The broad spectrum of healthcare technologies helping to get us out of this pandemic
On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun...
Crisis silver lining – resilient business models and competent management validation
The February reporting season provided a few unusual insights due to the economic impact of COVID-19. In particular, it confirmed...
Bond Yields – A Disruptor to REIT Fundamentals
The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a...
The online mob and the sustainability transition
Very few will mourn the passing of 2020. But those hoping for a calmer new year were swiftly disappointed. 2021...
The next growth phase for AREITs
As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...
A New ERA for London and Brussels
The past is a foreign country; they do things differently there. It is only four-and-a-half years since the UK decided...
What’s in store for REITs in 2021?
COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts)...
‘There are decades where nothing happens, and there are weeks where decades happen’
Vladimir Ilyich Ulyanov, better known by his alias ‘Lenin’, was reputed to have remarked that ‘There are decades where nothing...
Pengana Alpha Israel Fund increases pre-IPO investment allowance to 20% amid increasing pre-IPO dealflow and successful Gencell listing.
Israel's IPO scene is set for success with a number of tech offerings in the pipeline. The past year has been...